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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
MHC
201
Meyer Handelman Company
New York
$8.03M +$412K +3,035 +6%
SGH
202
Sivik Global Healthcare
Connecticut
$8.01M -$679K -5,000 -8%
MOACM
203
Mutual of America Capital Management
New York
$8.01M +$182K +1,341 +2%
IPAM
204
ICICI Prudential Asset Management
India
$7.97M -$761K -5,600 -9%
AB
205
Amalgamated Bank
New York
$7.94M +$61.4K +452 +0.8%
BRA
206
Biechele Royce Advisors
Indiana
$7.74M +$104K +764 +1%
MIM
207
MetLife Investment Management
New Jersey
$7.71M -$161K -1,188 -2%
BCA
208
Bernzott Capital Advisors
California
$7.44M +$568K +4,182 +9%
GC
209
Guggenheim Capital
Illinois
$7.33M -$402K -2,957 -6%
UIM
210
USS Investment Management
United Kingdom
$7.31M
SC
211
Shellback Capital
Massachusetts
$7.28M +$6.79M +50,000 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$7.22M -$687K -5,054 -9%
BBVA
213
Banco Bilbao Vizcaya Argentaria
Spain
$7.18M +$2.13M +15,641 +46%
Osaic Holdings
214
Osaic Holdings
Arizona
$7.12M +$1.55M +11,422 +30%
Mirae Asset Global Investments
215
Mirae Asset Global Investments
South Korea
$7.1M +$149K +1,096 +2%
CAM
216
Costello Asset Management
Pennsylvania
$7.06M +$864K +6,355 +15%
HCM
217
Hillman Capital Management
Maryland
$7.03M -$19K -140 -0.3%
EHC
218
Everett Harris & Co
California
$6.93M -$1.07M -7,865 -14%
Retirement Systems of Alabama
219
Retirement Systems of Alabama
Alabama
$6.9M -$1.99M -14,624 -24%
HCM
220
Hilton Capital Management
New York
$6.9M -$123K -903 -2%
OCM
221
Olstein Capital Management
New York
$6.84M -$1.09M -8,000 -15%
BFM
222
Boothbay Fund Management
New York
$6.82M +$6.37M +46,872 New
EAM
223
Eagle Asset Management
Florida
$6.75M +$6.3M +46,371 New
CAM
224
Cresset Asset Management
Illinois
$6.54M +$1.46M +10,727 +31%
SF
225
Synovus Financial
Georgia
$6.5M +$3.56M +26,229 +143%

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.