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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.51B -$31.6M -232,201 -1%
BlackRock
2
BlackRock
New York
$3.22B +$149M +1,094,431 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.34B -$164M -1,208,907 -12%
State Street
4
State Street
Massachusetts
$1.32B +$43.2M +318,082 +4%
Invesco
5
Invesco
Georgia
$977M +$240M +1,766,757 +36%
Dodge & Cox
6
Dodge & Cox
California
$708M -$7.78M -57,250 -1%
Primecap Management
7
Primecap Management
California
$708M -$9.8M -72,120 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$641M +$13.4M +98,278 +2%
Franklin Resources
9
Franklin Resources
California
$613M -$22.9M -168,694 -4%
American Century Companies
10
American Century Companies
Missouri
$584M -$142M -1,043,640 -21%
JP Morgan Chase
11
JP Morgan Chase
New York
$564M -$10.8M -79,645 -2%
Morgan Stanley
12
Morgan Stanley
New York
$479M +$640K +4,709 +0.1%
Victory Capital Management
13
Victory Capital Management
Texas
$428M -$770K -5,667 -0.2%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$386M +$3.38M +24,855 +0.9%
Northern Trust
15
Northern Trust
Illinois
$370M +$7.57M +55,695 +2%
Capital Research Global Investors
16
Capital Research Global Investors
California
$343M +$13.6M +100,139 +4%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$313M -$26.8M -197,262 -8%
Boston Partners
18
Boston Partners
Massachusetts
$304M -$24.5M -180,000 -8%
Norges Bank
19
Norges Bank
Norway
$297M +$14.9M +109,369 +6%
VanEck Associates
20
VanEck Associates
New York
$282M +$46.9M +344,858 +22%
Legal & General Group
21
Legal & General Group
United Kingdom
$277M +$29.8M +219,309 +13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$274M -$6.11M -44,992 -2%
Goldman Sachs
23
Goldman Sachs
New York
$263M +$6.02M +44,319 +3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$245M -$28.2M -207,524 -11%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$238M +$121M +890,708 +120%

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.