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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
PMEF
201
Point72 Middle East FZE
United Arab Emirates
$6.61M +$7.48M +58,936 New
SOADOR
202
State of Alaska Department of Revenue
Alaska
$6.49M -$131K -1,030 -2%
AIG
203
American International Group
New York
$6.48M -$592K -4,664 -7%
NAM
204
NorthCrest Asset Manangement
Minnesota
$6.48M -$42.2K -332 -0.6%
SOMRS
205
State of Michigan Retirement System
Michigan
$6.43M
LOPW
206
Live Oak Private Wealth
North Carolina
$6.42M +$98.5K +776 +1%
MHC
207
Meyer Handelman Company
New York
$6.4M +$239K +1,880 +3%
OCM
208
Olstein Capital Management
New York
$6.4M +$1.27M +10,000 +21%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$6.35M -$2.16M -17,000 -23%
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$6.32M +$964K +7,591 +16%
YIH
211
Y-Intercept (HK)
Hong Kong
$6.32M +$7.15M +56,292 New
AB
212
Amalgamated Bank
New York
$6.3M +$207K +1,631 +3%
Kovitz Investment Group Partners
213
Kovitz Investment Group Partners
Illinois
$6.23M -$124K -974 -2%
Nomura Asset Management
214
Nomura Asset Management
Japan
$6.21M -$212K -1,671 -3%
MOACM
215
Mutual of America Capital Management
New York
$6.1M -$84.7K -667 -1%
BRA
216
Biechele Royce Advisors
Indiana
$5.9M -$74.5K -587 -1%
MIM
217
MetLife Investment Management
New Jersey
$5.8M -$160K -1,260 -2%
MIS
218
Morningstar Investment Services
Illinois
$5.77M +$4.37M +34,450 +205%
UIM
219
USS Investment Management
United Kingdom
$5.76M +$133K +1,049 +2%
CS
220
Candriam SCA
Luxembourg
$5.74M +$1.08M +8,534 +20%
SGH
221
Sivik Global Healthcare
Connecticut
$5.61M -$635K -5,000 -9%
SC
222
Shellback Capital
Massachusetts
$5.61M
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.61M -$972K -7,652 -13%
CIP
224
Chartwell Investment Partners
Pennsylvania
$5.58M +$1.35M +10,623 +27%
BBVA
225
Banco Bilbao Vizcaya Argentaria
Spain
$5.49M -$51.6K -406 -0.8%

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.