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Zimmer Biomet
ZBH

977 hedge funds and large institutions have $23.6B invested in Zimmer Biomet in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 294 increasing their positions, 332 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

44% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $35.1M

20% more capital invested

Capital invested by funds: $19.6B → $23.6B (+$3.97B)

6% more funds holding

Funds holding: 919 → 977 (+58)

0.63% less ownership

Funds ownership: 89.51% → 88.88% (-0.63%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

11% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 332

Holders
977
Holders Change
+58
Holders Change %
+6.31%
% of All Funds
15.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
294
Reduced
332
Closed
66
Calls
$50.5M
Puts
$35.1M
Net Calls
+$15.4M
Net Calls Change
-$30.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$161M
2
Victory Capital Management
Victory Capital Management
Texas
+$140M
3
Invesco
Invesco
Georgia
+$94M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$75M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$380M
2
American Century Companies
American Century Companies
Missouri
-$88.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$86.9M
4
Millennium Management
Millennium Management
New York
-$77.3M
5
CVA
Ceredex Value Advisors
Florida
-$67.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$14.8M +$1.01M +8,706 +8%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$14.5M – – –
SDIC
128
South Dakota Investment Council
South Dakota
$14.5M -$453K -3,900 -3%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$14.1M +$654K +5,632 +5%
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$14M +$2.03M +17,485 +19%
Asset Management One
131
Asset Management One
Japan
$13.8M -$588K -5,065 -4%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.7M +$262K +2,256 +2%
OA
133
Oak Associates
Ohio
$13.4M -$476K -4,100 -4%
FCIM
134
Fairview Capital Investment Management
California
$13.2M -$328K -2,828 -3%
CCP
135
Clough Capital Partners
Massachusetts
$12.9M +$9.56M +82,340 +446%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$12.8M -$307K -2,649 -3%
LI
137
Leeward Investments
Massachusetts
$12.7M -$141K -1,214 -1%
LPL Financial
138
LPL Financial
California
$12.6M +$317K +2,730 +3%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$12M +$150K +1,290 +1%
US Bancorp
140
US Bancorp
Minnesota
$12M -$134K -1,157 -1%
MAA
141
Matrix Asset Advisors
New York
$11.9M -$1.13M -9,776 -9%
Bank of Nova Scotia
142
Bank of Nova Scotia
Ontario, Canada
$11.9M +$8.39M +72,328 +349%
PAMS
143
Pictet Asset Management (Switzerland)
Switzerland
$11.3M -$76.4K -658 -0.7%
FPCM
144
Financial Partners Capital Management
New York
$11.1M -$46.1K -397 -0.5%
Robeco Institutional Asset Management
145
Robeco Institutional Asset Management
Netherlands
$11M -$391K -3,366 -4%
EIP
146
Easterly Investment Partners
Massachusetts
$10.9M -$1.12M -9,644 -10%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$10.8M -$15.7M -135,145 -61%
BC
148
Blackhill Capital
New Jersey
$10.6M -$551K -4,750 -5%
BL
149
BCWM LLC
Kansas
$10.2M -$58K -500 -0.6%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$10.1M +$4.78M +41,162 +108%
4 5
6
7 8

ZBH Hedge Fund Activity: Q4 2022 in Review

977 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2022, worth a combined $23.6B — up 20% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ZBH positions and 66 closed out — a net gain of 71 holders — while 294 added to existing stakes and 332 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $161M. The largest seller was JP Morgan Chase, cutting an estimated $380M.

  • 977 institutional investors held Zimmer Biomet (ZBH) as of Q4 2022, up from 919 in Q3 2022.
  • Funds reported $23.6B of Zimmer Biomet stock for Q4 2022, up 20% quarter-over-quarter.
  • 137 funds opened new Zimmer Biomet positions in Q4 2022 and 66 closed out, a net change of +71 holders.
  • The largest Zimmer Biomet buyer in Q4 2022 was Morgan Stanley, an estimated $161M added.
  • The largest Zimmer Biomet seller in Q4 2022 was JP Morgan Chase, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2022.