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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
Citigroup
126
Citigroup
New York
$13.6M -$3.25M -25,615 -17%
PI
127
PEAK6 Investments
Illinois
$13.5M +$15.3M +120,668 New
SSA
128
Schonfeld Strategic Advisors
New York
$13.5M +$7.29M +57,377 +92%
WCM
129
Wedge Capital Management
North Carolina
$13.4M -$403K -3,176 -3%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$13.4M -$321K -2,526 -2%
GF
131
Gabelli Funds
New York
$13.3M +$381K +3,000 +3%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$13M -$2.06M -16,237 -12%
US Bancorp
133
US Bancorp
Minnesota
$12.9M +$2.68M +21,097 +22%
Mackenzie Financial
134
Mackenzie Financial
Ontario, Canada
$12.8M +$234K +1,839 +2%
N
135
Natixis
France
$12.8M +$12.8M +100,916 +788%
SFA
136
Sequoia Financial Advisors
Ohio
$12.7M +$4.28M +33,705 +42%
ACM
137
Aquatic Capital Management
Illinois
$12.6M +$14.3M +112,600 New
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$12.6M -$538K -4,238 -4%
Pictet Asset Management
139
Pictet Asset Management
Switzerland
$12.5M +$14.2M +111,650 New
IG
140
ING Group
Netherlands
$12.5M +$10.4M +82,140 +282%
LI
141
Leeward Investments
Massachusetts
$12.2M -$151K -1,186 -1%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$12.2M -$764K -6,013 -5%
CCP
143
Clough Capital Partners
Massachusetts
$12M +$5.26M +41,390 +63%
EIP
144
Easterly Investment Partners
Massachusetts
$11.9M +$2.56M +20,189 +24%
BCAM
145
Boston Common Asset Management
Massachusetts
$11.7M -$371K -2,925 -3%
MSV
146
MN Services Vermogensbeheer
Netherlands
$11.2M
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$11M +$1.03M +8,098 +9%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$11M +$47.2K +372 +0.4%
First Trust Advisors
149
First Trust Advisors
Illinois
$10.7M +$1.02M +8,044 +9%
Allianz Asset Management
150
Allianz Asset Management
Germany
$10.6M +$2.23M +17,532 +23%

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.