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Zimmer Biomet

1,031 hedge funds and large institutions have $26.9B invested in Zimmer Biomet in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 357 increasing their positions, 327 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 70

60% more call options, than puts

Call options by funds: $91.2M | Put options by funds: $57.1M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

13% more capital invested

Capital invested by funds: $23.9B → $26.9B (+$3.08B)

4% more funds holding

Funds holding: 9931,031 (+38)

9% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 327

0.91% more ownership

Funds ownership: 87.95%88.86% (+0.91%)

Holders
1,031
Holders Change
+38
Holders Change %
+3.83%
% of All Funds
16.19%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
113
Increased
357
Reduced
327
Closed
70
Calls
$91.2M
Puts
$57.1M
Net Calls
+$34M
Net Calls Change
+$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
151
Reinhart Partners
Wisconsin
$13.1M -$6.72M -49,476 -36%
OA
152
Oak Associates
Ohio
$12.8M -$2.4M -17,658 -17%
First Trust Advisors
153
First Trust Advisors
Illinois
$12.7M -$6.21M -45,660 -34%
GFS
154
GYL Financial Synergies
Connecticut
$12.5M +$237K +1,741 +2%
EIP
155
Easterly Investment Partners
Massachusetts
$12.5M -$187K -1,379 -2%
AAF
156
Andra AP-fonden
Sweden
$12.3M -$67.9K -500 -0.6%
FAF
157
Första AP-fonden
Sweden
$12.3M +$5.56M +40,900 +94%
HighTower Advisors
158
HighTower Advisors
Illinois
$12.2M +$6.24M +45,947 +122%
VOYA Investment Management
159
VOYA Investment Management
Georgia
$12.1M -$5.51M -40,557 -33%
BC
160
Blackhill Capital
New Jersey
$12.1M
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$12M +$4.08M +30,054 +56%
CAM
162
Centre Asset Management
New York
$11.9M +$973K +7,161 +10%
SFA
163
Sequoia Financial Advisors
Ohio
$11.6M +$2.01M +14,798 +23%
PAMP
164
Polar Asset Management Partners
Ontario, Canada
$11.5M +$10.8M +79,300 New
TNB
165
Thomasville National Bank
Georgia
$11.5M +$274K +2,017 +3%
Allianz Asset Management
166
Allianz Asset Management
Germany
$11.2M +$3.48M +25,627 +50%
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$11.2M +$393K +2,889 +4%
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
$11M -$1.09M -8,047 -10%
Jane Street
169
Jane Street
New York
$10.8M +$7.69M +56,572 +317%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$10.7M +$5.49M +40,391 +122%
DJSG
171
D.J. St. Germain
Massachusetts
$10.6M +$9.93M +73,038 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$10.3M +$27.2K +200 +0.3%
ZIM
173
Zacks Investment Management
Illinois
$9.97M +$9.3M +68,469 New
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$9.82M +$29.2K +215 +0.3%
BPCE
175
Bank Pictet & Cie (Europe)
Germany
$9.81M +$4.8M +35,323 +110%

ZBH Hedge Fund Activity: Q2 2023 in Review

1,031 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2023, worth a combined $26.9B — up 13% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZBH positions and 70 closed out — a net gain of 43 holders — while 357 added to existing stakes and 327 trimmed.

The largest buyer was Invesco, adding an estimated $240M. The largest seller was Longview Partners, exiting entirely with an estimated $276M sold.

  • 1,031 institutional investors held Zimmer Biomet (ZBH) as of Q2 2023, up from 993 in Q1 2023.
  • Funds reported $26.9B of Zimmer Biomet stock for Q2 2023, up 13% quarter-over-quarter.
  • 113 funds opened new Zimmer Biomet positions in Q2 2023 and 70 closed out, a net change of +43 holders.
  • The largest Zimmer Biomet buyer in Q2 2023 was Invesco, an estimated $240M added.
  • The largest Zimmer Biomet seller in Q2 2023 was Longview Partners, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2023.