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Zimmer Biomet

1,027 hedge funds and large institutions have $19.2B invested in Zimmer Biomet in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 303 increasing their positions, 376 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 85

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

5% more funds holding

Funds holding: 9811,027 (+46)

2.63% more ownership

Funds ownership: 88.95%91.58% (+2.6%)

1% less capital invested

Capital invested by funds: $19.5B → $19.2B (-$271M)

19% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 376

26% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $84M

Holders
1,027
Holders Change
+46
Holders Change %
+4.69%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
151
Increased
303
Reduced
376
Closed
85
Calls
$62.5M
Puts
$84M
Net Calls
-$21.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1076
Integrated Wealth Concepts
Massachusetts
-$208K -1,929 Closed
WJWM
1077
Williams Jones Wealth Management
New York
-$205K -1,895 Closed
FPAS
1078
Focus Partners Advisor Solutions
Missouri
-$203K -1,876 Closed
CCG
1079
Chatham Capital Group
Georgia
-$202K -1,873 Closed
RWB
1080
RMR Wealth Builders
New Jersey
-$202K -1,871 Closed
CG
1081
Caprock Group
Idaho
-$201K -1,861 Closed
SS
1082
Sunbelt Securities
Texas
-$92.2K -854 Closed
FAM
1083
Flaharty Asset Management
Florida
-$89.7K -831 Closed
FLPIM
1084
F.L. Putnam Investment Management
Massachusetts
-$21.2K -750 Closed
FCM
1085
Fourpath Capital Management
Oklahoma
-$80.7K -748 Closed
AF
1086
Arrow Financial
New York
-$77.7K -720 Closed
AA
1087
Alta Advisers
United Kingdom
-$75.6K -700 Closed
HT
1088
Headlands Technologies
Illinois
-$59.2K -548 Closed
BIC
1089
Beach Investment Counsel
Pennsylvania
-$53K -493 Closed
MHR
1090
Matthew Hamilton Rosenberg
-$40.8K -380 Closed
HGERS
1091
Householder Group Estate & Retirement Specialist
Arizona
-$40K -375 Closed
JPWM
1092
Jamison Private Wealth Management
Georgia
-$31.5K -292 Closed
JIP
1093
Jaffetilchin Investment Partners
Florida
-$28.5K -264 Closed
ATS
1094
Ashton Thomas Securities
New York
-$28.3K -262 Closed
PWA
1095
Provenance Wealth Advisors
Florida
-$26.4K -245 Closed
CCA
1096
Catalyst Capital Advisors
New York
-$22.5K -208 Closed
CPA
1097
Capital Performance Advisors
California
-$19.2K -177 Closed
OA
1098
Operose Advisors
Wisconsin
-$15.9K -147 Closed
MIA
1099
MeadowBrook Investment Advisors
Michigan
-$12.8K -119 Closed
PS
1100
Planned Solutions
California
-$10.8K -100 Closed

ZBH Hedge Fund Activity: Q4 2024 in Review

1,027 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2024, worth a combined $19.2B — down 1.4% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ZBH positions and 85 closed out — a net gain of 66 holders — while 303 added to existing stakes and 376 trimmed.

The largest buyer was Franklin Resources, adding an estimated $300M. The largest seller was Victory Capital Management, cutting an estimated $332M.

  • 1,027 institutional investors held Zimmer Biomet (ZBH) as of Q4 2024, up from 981 in Q3 2024.
  • Funds reported $19.2B of Zimmer Biomet stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 151 funds opened new Zimmer Biomet positions in Q4 2024 and 85 closed out, a net change of +66 holders.
  • The largest Zimmer Biomet buyer in Q4 2024 was Franklin Resources, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q4 2024 was Victory Capital Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2024.