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Zimmer Biomet

1,016 hedge funds and large institutions have $20.6B invested in Zimmer Biomet in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 314 increasing their positions, 377 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 105

1.26% less ownership

Funds ownership: 88.86%87.6% (-1.3%)

1% less funds holding

Funds holding: 1,0311,016 (-15)

17% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 377

19% less call options, than puts

Call options by funds: $119M | Put options by funds: $146M

24% less capital invested

Capital invested by funds: $26.9B → $20.6B (-$6.38B)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,016
Holders Change
-15
Holders Change %
-1.45%
% of All Funds
16.12%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
106
Increased
314
Reduced
377
Closed
105
Calls
$119M
Puts
$146M
Net Calls
-$27.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1101
Campbell Wealth Management
Virginia
-$200K -1,372 Closed
ETC
1102
Exchange Traded Concepts
Oklahoma
-$113K -778 Closed
RI
1103
Ridgewood Investments
New Jersey
-$58.2K -400 Closed
IRAG
1104
Investment Research & Advisory Group
Georgia
-$43.7K -300 Closed
SSG
1105
Summit Securities Group
New York
-$40K -272 Closed
WP
1106
WealthPLAN Partners
Nebraska
-$39.3K -270 Closed
OPTFSNA
1107
Old Point Trust & Financial Services N A
Virginia
-$31.6K -217 Closed
PAI
1108
Pittenger & Anderson Inc
Nebraska
-$29.1K -200 Closed
DMKJ
1109
David M. Knott Jr
-$28K -190 Closed
PPWM
1110
PFG Private Wealth Management
Florida
-$15.1K -104 Closed
CFO
1111
CVA Family Office
Colorado
-$13.8K -95 Closed
TFP
1112
Tilia Fiduciary Partners
North Carolina
-$5.82K -40 Closed
GBT
1113
Grove Bank & Trust
Florida
-$5.68K -39 Closed
TAIM
1114
TD Ameritrade Investment Management
Nebraska
-$4K -30 Closed
ACM
1115
Antonetti Capital Management
Florida
-$3.79K -26 Closed
HS
1116
Horan Securities
United States
-$3.08K -21 Closed
CAS
1117
Coppell Advisory Solutions
Texas
-$2.9K -20 Closed
DI
1118
Disciplined Investments
Oklahoma
-$2.62K -18 Closed
FA
1119
Fiduciary Alliance
South Carolina
-$1.6K -11 Closed
CWA
1120
Clearview Wealth Advisors
Oregon
-$1.46K -10 Closed
PFPT
1121
Pinnacle Financial Partners (Tennessee)
Tennessee
-$728 -5 Closed

ZBH Hedge Fund Activity: Q3 2023 in Review

1,016 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2023, worth a combined $20.6B — down 24% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ZBH positions and 105 closed out — a net gain of 1 holder — while 314 added to existing stakes and 377 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $185M. The largest seller was Franklin Resources, cutting an estimated $395M.

  • 1,016 institutional investors held Zimmer Biomet (ZBH) as of Q3 2023, down from 1,031 in Q2 2023.
  • Funds reported $20.6B of Zimmer Biomet stock for Q3 2023, down 24% quarter-over-quarter.
  • 106 funds opened new Zimmer Biomet positions in Q3 2023 and 105 closed out, a net change of +1 holder.
  • The largest Zimmer Biomet buyer in Q3 2023 was Citadel Advisors, an estimated $185M added.
  • The largest Zimmer Biomet seller in Q3 2023 was Franklin Resources, an estimated $395M sold.

Based on aggregated 13F filings for Q3 2023.