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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
VOYA Investment Management
176
VOYA Investment Management
Georgia
$8.15M -$1.32M -10,406 -13%
PHP
177
Parkman Healthcare Partners
Connecticut
$7.97M +$9.02M +71,000 New
ZIM
178
Zacks Investment Management
Illinois
$7.95M +$296K +2,332 +3%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$7.92M -$52.7K -415 -0.6%
IHAM
180
Integral Health Asset Management
New York
$7.86M -$29.2M -230,000 -77%
BMCM
181
Bryn Mawr Capital Management
Pennsylvania
$7.81M +$966K +7,603 +12%
AAF
182
Andra AP-fonden
Sweden
$7.76M -$1.97M -15,500 -18%
FAF
183
Första AP-fonden
Sweden
$7.69M -$1.99M -15,700 -19%
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$7.6M +$41.1K +324 +0.5%
Aviva
185
Aviva
United Kingdom
$7.57M -$12.1M -95,122 -59%
Janus Henderson Group
186
Janus Henderson Group
United Kingdom
$7.48M +$4.8M +37,762 +131%
Comerica Bank
187
Comerica Bank
Texas
$7.31M -$30.9M -243,458 -79%
SF
188
Synovus Financial
Georgia
$7.3M +$2.6M +20,449 +46%
KBC Group
189
KBC Group
Belgium
$7.27M -$3.29M -25,874 -29%
DA
190
DSC Advisors
Illinois
$7.27M +$280K +2,208 +4%
Truist Financial
191
Truist Financial
North Carolina
$7.23M +$412K +3,248 +5%
Osaic Holdings
192
Osaic Holdings
Arizona
$7.23M +$1.96M +15,446 +32%
AAIS
193
ABN AMRO Investment Solutions
$7.2M -$393K -3,095 -5%
CWM
194
Calamos Wealth Management
Illinois
$7.15M +$8.1M +63,746 New
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$7.14M -$187K -1,469 -2%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$6.98M +$2.37M +18,653 +43%
AAM
197
Auxier Asset Management
Oregon
$6.93M -$15.2K -120 -0.2%
Corient Private Wealth
198
Corient Private Wealth
Florida
$6.88M +$614K +4,835 +9%
RPAM
199
Rhenman & Partners Asset Management
Sweden
$6.73M -$9.91M -78,000 -57%
ASRS
200
Arizona State Retirement System
Arizona
$6.63M -$111K -872 -1%

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.