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ZimVie
ZIMV

Overview Fund Activity

269 hedge funds and large institutions have $328M invested in ZimVie in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
3.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
50
Reduced
69
Closed
37
Calls
$120K
Puts
$240K
Net Calls
-$120K
Net Calls Change
-$184K

Top Buyers

1
JGC
J. Goldman & Co
New York
$19.9M
2
UBS Group
UBS Group
Switzerland
$4.59M
3
American Century Companies
American Century Companies
Missouri
$8.76M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$17.4M
5
MRCM
Mill Road Capital Management
Connecticut
$1.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$573K
2
Morgan Stanley
Morgan Stanley
New York
$10.8M
3
HIM
Hillsdale Investment Management
Ontario, Canada
$0
4
RHJA
Rice Hall James & Associates
California
$0
5
Charles Schwab
Charles Schwab
California
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
201
Concord Wealth Partners
Virginia
$140 – – –
BCWM
202
Bartlett & Co Wealth Management
Ohio
$140 – – –
PMFA
203
Plante Moran Financial Advisors
Michigan
$140 – – –
TCM
204
Tradewinds Capital Management
Washington
$140 – – –
MWM
205
Mascoma Wealth Management
New Hampshire
$140 – – –
NL
206
NVWM LLC
Pennsylvania
$140 – – –
PA
207
Parallel Advisors
California
$140 – – –
VWA
208
VSM Wealth Advisory
Maryland
$140 +$140 +10 New
WWA
209
Wingate Wealth Advisors
Massachusetts
$140 +$140 +10 New
AF
210
Advisornet Financial
Minnesota
$126 – – –
KIG
211
Kessler Investment Group
Indiana
$126 – – –
1IA
212
1620 Investment Advisors
Massachusetts
$126 – – –
RTL
213
Red Tortoise LLC
Georgia
$126 – – –
NBT
214
Northwest Bank & Trust
Iowa
$118 – – –
PSB
215
Piscataqua Savings Bank
New Hampshire
$118 – – –
MA
216
Montag & Associates
Georgia
$112 – – –
EWM
217
Evermay Wealth Management
Virginia
$112 – – –
ME
218
McIlrath & Eck
Washington
$112 – – –
MEG
219
Millstone Evans Group
Colorado
$112 +$112 +8 New
WTC
220
WhitTier Trust Company
Nevada
$111 – – –
LI
221
Louisbourg Investments
New Brunswick, Canada
$98 – – –
QCG
222
Quadrant Capital Group
Ohio
$89 -$1.5K -101 -94%
PGAM
223
Princeton Global Asset Management
New Jersey
$84 – – –
YDMI
224
Y.D. More Investments
Israel
$84 – – –
FGA
225
Fortis Group Advisors
New Jersey
$70 – – –
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9
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