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ZIMV

ZimVie

Delisted

ZIMV was delisted on the 17th of October, 2025.

292 hedge funds and large institutions have $165M invested in ZimVie in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 50 increasing their positions, 88 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

493% more call options, than puts

Call options by funds: $237K | Put options by funds: $40K

2.02% more ownership

Funds ownership: 84.38%86.39% (+2%)

6% less funds holding

Funds holding: 309292 (-17)

16% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 51

40% less capital invested

Capital invested by funds: $278M → $165M (-$112M)

43% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 88

Holders
292
Holders Change
-17
Holders Change %
-5.5%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
50
Reduced
88
Closed
51
Calls
$237K
Puts
$40K
Net Calls
+$197K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Addison Advisors
Vermont
$102
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$101
AIC
203
Archer Investment Corporation
Indiana
$94
IFAM
204
Institutional & Family Asset Management
Colorado
$94
KFI
205
Key Financial Inc
Pennsylvania
$94 +$26 +3 +30%
PO
206
Private Ocean
California
$94 +$85 +10 +333%
BFPW
207
BOK Financial Private Wealth
Colorado
$87
AWM
208
Avior Wealth Management
Nebraska
$86 -$60 -7 -37%
NA
209
NewEdge Advisors
Louisiana
$86 -$34 -4 -25%
MWM
210
Mascoma Wealth Management
New Hampshire
$82
CFFP
211
Center for Financial Planning
Michigan
$80
HWA
212
HHM Wealth Advisors
Tennessee
$80
FPFS
213
First Personal Financial Services
North Carolina
$73
TWA
214
TCI Wealth Advisors
Arizona
$73
TCM
215
Tradewinds Capital Management
Washington
$73
PA
216
Parallel Advisors
California
$72 -$9 -1 -9%
BWM
217
Baystate Wealth Management
Massachusetts
$72
CWP
218
Concord Wealth Partners
Virginia
$72
FP
219
Financial Perspectives
Minnesota
$72
NL
220
NVWM LLC
Pennsylvania
$72
PPWM
221
PFG Private Wealth Management
Florida
$72
CWA
222
Clearview Wealth Advisors
Oregon
$72 +$85 +10 New
GEA
223
Glen Eagle Advisors
New Jersey
$72 +$85 +10 New
IHWM
224
Iron Horse Wealth Management
Iowa
$72 +$85 +10 New
AF
225
Advisornet Financial
Minnesota
$65

ZIMV Hedge Fund Activity: Q1 2023 in Review

292 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in ZimVie (ZIMV) for Q1 2023, worth a combined $165M — down 40% from $278M a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of ZIMV and 43 opened new positions — a net loss of 8 holders — while 88 trimmed existing stakes and 50 added.

The largest buyer was Kent Lake Capital, opening a new position worth an estimated $10.7M. The largest seller was Pathstone Family Office, exiting entirely with an estimated $72.7M sold.

  • 292 institutional investors held ZimVie (ZIMV) as of Q1 2023, down from 309 in Q4 2022.
  • Funds reported $165M of ZimVie stock for Q1 2023, down 40% quarter-over-quarter.
  • 43 funds opened new ZimVie positions in Q1 2023 and 51 closed out, a net change of -8 holders.
  • The largest ZimVie buyer in Q1 2023 was Kent Lake Capital, an estimated $10.7M added.
  • The largest ZimVie seller in Q1 2023 was Pathstone Family Office, an estimated $72.7M sold.

Based on aggregated 13F filings for Q1 2023.