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ZimVie
ZIMV

Overview Fund Activity

282 hedge funds and large institutions have $425M invested in ZimVie in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 45 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+6
Holders Change %
+2.17%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
45
Reduced
76
Closed
35
Calls
$6.56M
Puts
$21.6M
Net Calls
-$15M
Net Calls Change
-$15.5M

Top Buyers

1
SCM
1
Solas Capital Management
Connecticut
$11M
2
EP
2
Eversept Partners
New York
$9.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.38M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$5.01M
5
Invesco
5
Invesco
Georgia
$6.76M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$688K
2
KLC
2
Kent Lake Capital
Nevada
$17.8M
3
Millennium Management
3
Millennium Management
New York
$12.7M
4
KCM
4
Kennedy Capital Management
Missouri
$3.93M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
201
Matthew Hamilton Rosenberg
$178 – – –
CWP
202
Concord Wealth Partners
Virginia
$178 – – –
PA
203
Parallel Advisors
California
$178 – – –
BWM
204
Baystate Wealth Management
Massachusetts
$178 – – –
TCM
205
Tradewinds Capital Management
Washington
$178 – – –
MWM
206
Mascoma Wealth Management
New Hampshire
$178 – – –
NL
207
NVWM LLC
Pennsylvania
$178 – – –
FGA
208
Fortis Group Advisors
New Jersey
$178 +$89 +5 +100%
NMM
209
Naples Money Management
Florida
$178 +$178 +10 New
PMFA
210
Plante Moran Financial Advisors
Michigan
$178 +$178 +10 New
PS
211
Planned Solutions
California
$178 +$178 +10 New
PAI
212
Pittenger & Anderson Inc
Nebraska
$178 +$178 +10 New
AWM
213
Avior Wealth Management
Nebraska
$177 – – –
AF
214
Advisornet Financial
Minnesota
$160 – – –
KIG
215
Kessler Investment Group
Indiana
$160 – – –
CA
216
Crewe Advisors
Utah
$142 -$213 -12 -60%
CT
217
Cambridge Trust
Massachusetts
$142 – – –
ME
218
McIlrath & Eck
Washington
$142 – – –
CB
219
CNB Bank
Pennsylvania
$142 – – –
CFFP
220
Center for Financial Planning
Michigan
$142 – – –
EWM
221
Evermay Wealth Management
Virginia
$142 – – –
NBT
222
Northwest Bank & Trust
Iowa
$142 +$142 +8 New
CAM
223
Creekmur Asset Management
Illinois
$142 +$142 +8 New
JWM
224
Janiczek Wealth Management
Colorado
$142 +$142 +8 New
GWM
225
Guardian Wealth Management
Illinois
$142 +$142 +8 New
7 8
9
10 11