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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
PCH
101
Polar Capital Holdings
United Kingdom
$22.5M +$25.5M +200,459 New
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$22.3M -$17.4K -137 -0.1%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$21.6M +$1.24M +9,790 +5%
EBSAM
104
Eubel Brady & Suttman Asset Management
Ohio
$21.3M +$1.37M +10,806 +6%
APG Asset Management
105
APG Asset Management
Netherlands
$19.6M -$2.3M -18,117 -9%
BNP Paribas Asset Management
106
BNP Paribas Asset Management
France
$19.3M +$9.34M +73,550 +75%
CF
107
Cantor Fitzgerald
New York
$18M +$602K +4,744 +3%
SGA
108
Sector Gamma AS
Norway
$17.9M +$1.3M +10,257 +7%
TC
109
TwinBeech Capital
New York
$17.8M +$20.1M +158,413 New
BTCPP
110
Border to Coast Pensions Partnership
United Kingdom
$17.3M
TD Asset Management
111
TD Asset Management
Ontario, Canada
$17.3M -$521K -4,102 -3%
SAM
112
Storebrand Asset Management
Norway
$17.2M -$6.1M -48,058 -24%
Marshall Wace
113
Marshall Wace
United Kingdom
$17.2M +$13.9M +109,559 +251%
LIP
114
Liontrust Investment Partners
United Kingdom
$17M -$3.56M -28,002 -16%
HIMC
115
Heritage Investors Management Corp
Maryland
$16.6M +$1.18M +9,271 +7%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$16.4M -$18.5M -145,887 -50%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$16.2M -$8.01M -63,101 -30%
BPC
118
Banque Pictet & Cie
Switzerland
$15.8M -$999K -7,865 -5%
STCG
119
Speece Thorson Capital Group
Minnesota
$15.6M -$19.4K -153 -0.1%
Walleye Capital
120
Walleye Capital
New York
$15.5M +$17.5M +138,090 New
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$15.1M -$795K -6,260 -4%
GD
122
Grandfield & Dodd
New York
$14.2M -$67.1K -528 -0.4%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$14.1M +$5.42M +42,656 +51%
LPL Financial
124
LPL Financial
California
$14M +$872K +6,865 +6%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$13.7M +$32.9K +259 +0.2%

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.