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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
TCM
176
Tekla Capital Management
Massachusetts
$9.81M
AAIS
177
ABN AMRO Investment Solutions
$9.8M -$422K -3,108 -4%
Citadel Advisors
178
Citadel Advisors
Florida
$9.62M +$8.53M +62,759 +1,888%
CCP
179
Clough Capital Partners
Massachusetts
$9.53M +$1.25M +9,200 +16%
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$9.47M -$70.4K -518 -0.8%
SSA
181
Schonfeld Strategic Advisors
New York
$9.12M -$5.61M -41,277 -40%
DA
182
DSC Advisors
Illinois
$9.1M +$679 +5 +0%
AIG
183
American International Group
New York
$9.09M -$64.1K -472 -0.8%
BMCM
184
Bryn Mawr Capital Management
Pennsylvania
$9.03M +$111K +819 +1%
AAM
185
Auxier Asset Management
Oregon
$9.01M
Truist Financial
186
Truist Financial
North Carolina
$8.91M +$831K +6,113 +11%
MAA
187
Matrix Asset Advisors
New York
$8.85M -$3.02M -22,197 -27%
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$8.84M -$6.59M -48,510 -44%
ASRS
189
Arizona State Retirement System
Arizona
$8.73M +$363K +2,672 +5%
PI
190
PineBridge Investments
New York
$8.72M +$2.19M +16,089 +37%
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
$8.72M +$5.7M +41,964 +234%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$8.58M +$1.09M +8,045 +16%
NAM
193
NorthCrest Asset Manangement
Minnesota
$8.45M -$84.8K -624 -1%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.39M -$1.34M -9,894 -15%
SOMRS
195
State of Michigan Retirement System
Michigan
$8.35M -$40.8K -300 -0.5%
Nomura Asset Management
196
Nomura Asset Management
Japan
$8.29M +$272 +2 +0%
HW
197
Hancock Whitney
Mississippi
$8.25M -$454K -3,344 -6%
Kovitz Investment Group Partners
198
Kovitz Investment Group Partners
Illinois
$8.23M -$57.8K -425 -0.7%
Corient Private Wealth
199
Corient Private Wealth
Florida
$8.22M -$584K -4,300 -7%
LOPW
200
Live Oak Private Wealth
North Carolina
$8.21M +$25.7K +189 +0.3%

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.