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Zimmer Biomet

1,011 hedge funds and large institutions have $24.4B invested in Zimmer Biomet in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 333 increasing their positions, 385 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $22.5B → $24.4B (+$1.91B)

1.77% more ownership

Funds ownership: 88.58%90.36% (+1.8%)

10% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 94

2% less funds holding

Funds holding: 1,0301,011 (-19)

14% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 385

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

25% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $110M

Holders
1,011
Holders Change
-19
Holders Change %
-1.84%
% of All Funds
14.56%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
85
Increased
333
Reduced
385
Closed
94
Calls
$82.7M
Puts
$110M
Net Calls
-$27.6M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.14B -$10.8M -86,486 -0.4%
BlackRock
2
BlackRock
New York
$2.28B -$179M -1,429,366 -8%
Dodge & Cox
3
Dodge & Cox
California
$2.17B +$618M +4,944,735 +43%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.4B +$152M +1,215,935 +13%
State Street
5
State Street
Massachusetts
$1.23B -$711K -5,693 -0.1%
Invesco
6
Invesco
Georgia
$855M +$33.8M +270,910 +4%
American Century Companies
7
American Century Companies
Missouri
$758M -$23.8M -190,518 -3%
Primecap Management
8
Primecap Management
California
$668M -$2.95M -23,628 -0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$625M +$18.3M +146,801 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$459M -$43.7M -349,471 -9%
Boston Partners
11
Boston Partners
Massachusetts
$437M +$86.3M +691,191 +26%
VanEck Associates
12
VanEck Associates
New York
$417M +$40M +320,002 +11%
Victory Capital Management
13
Victory Capital Management
Texas
$416M -$5.79M -46,315 -1%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$357M -$6.78M -54,273 -2%
Northern Trust
15
Northern Trust
Illinois
$313M -$15.9M -126,983 -5%
Goldman Sachs
16
Goldman Sachs
New York
$302M +$56.6M +453,099 +25%
Morgan Stanley
17
Morgan Stanley
New York
$293M -$417M -3,339,193 -60%
Norges Bank
18
Norges Bank
Norway
$289M +$48.5K +388 +0%
CCM
19
Camber Capital Management
Massachusetts
$254M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$235M -$7.9M -63,244 -3%
Legal & General Group
21
Legal & General Group
United Kingdom
$233M -$3.8M -30,403 -2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$219M +$7.44M +59,597 +4%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$217M -$66.4M -531,490 -24%
Millennium Management
24
Millennium Management
New York
$208M +$129M +1,034,778 +191%
UBS AM
25
UBS AM
Illinois
$183M -$1.57M -12,598 -0.9%

ZBH Hedge Fund Activity: Q1 2024 in Review

1,011 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2024, worth a combined $24.4B — up 8.5% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of ZBH and 85 opened new positions — a net loss of 9 holders — while 385 trimmed existing stakes and 333 added.

The largest buyer was Dodge & Cox, adding an estimated $618M. The largest seller was Morgan Stanley, cutting an estimated $417M.

  • 1,011 institutional investors held Zimmer Biomet (ZBH) as of Q1 2024, down from 1,030 in Q4 2023.
  • Funds reported $24.4B of Zimmer Biomet stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 85 funds opened new Zimmer Biomet positions in Q1 2024 and 94 closed out, a net change of -9 holders.
  • The largest Zimmer Biomet buyer in Q1 2024 was Dodge & Cox, an estimated $618M added.
  • The largest Zimmer Biomet seller in Q1 2024 was Morgan Stanley, an estimated $417M sold.

Based on aggregated 13F filings for Q1 2024.