What smart money is saying about Zimmer Biomet
1 fund in our archive has pitched Zimmer Biomet, most recently Harris Oakmark US Large Value Strategy in June 2025.
Zimmer Biomet Holdings, Inc., together with its subsidiaries, operates in the musculoskeletal healthcare business in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company designs, manufactures, and markets orthopaedic reconstructive products, such as knee and hip products; S.E.T. products, including sports medicine, biologics, foot and ankle, extremities, and trauma products; spine products comprising medical devices and surgical instruments; and face and skull reconstruction products, as well as products that fixate and stabilize the bones of the chest toss facilitate healing or reconstruction after open heart surgery, trauma, or for deformities of the chest. It also offers dental products that include dental reconstructive implants, and dental prosthetic and regenerative products, as well as robotic, surgical and bone cement products. The company's products and solutions are used to treat patients suffering from disorders of, or injuries to, bones, joints, or supporting soft tissues. It serves orthopedic surgeons, neurosurgeons, oral surgeons, dentists, hospitals, stocking distributors, healthcare dealers, and other specialists, as well as agents, healthcare purchasing organizations, or buying groups. The company was formerly known as Zimmer Holdings, Inc. and changed its name to Zimmer Biomet Holdings, Inc. in June 2015. Zimmer Biomet Holdings, Inc. was founded in 1927 and is headquartered in Warsaw, Indiana.
Get an email when a fund buys, sells or pitches it
Position history
Every position in Zimmer Biomet on record in the archive was reported in Q2 2025, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- New positionHarris Oakmark US Large Value StrategyJune 2025
“• Zimmer Biomet is a leading medical device company and a pure play in orthopedics. In our view, orthopedics is an attractive product cat- egory that should benefit from long-term tail- winds stemming from an aging population, greater activity levels among seniors and in- creased adoption of specialized robotics that improve surgical efficiency. In addition, market share within the space tends to be sticky, as physicians are typically trained to use leading brands like Zimmer Biomet, reinforcing long- standing brand loyalty. New management re- cently completed several multi-year initiatives that we think will streamline operations and re- invigorate product innovation. The market has yet to ascribe value to these improvements, providing the opportunity to initiate a position in a dominant, growing company at a discounted valuation to peers and the broader market.”
Zimmer Biomet
Also mentioned · 1
These funds discuss Zimmer Biomet as a competitor, benchmark or comparable, without disclosing a position in it.
- June 2026
“The PDEX pitch offered an attempt to quantify the anticipated incremental benefits to operations if Zimmer succeeds with the mBos robot commercialization (a corrected version of the slide is below). The milestones, prices and margins are all derived from public filings and we assume four effectors per system sale, as an informed estimate. 3 Zimmer’s purchase of Monogram last year included “contingent valuation rights” (CVRs) that pay out $3.41 / share in each year from 2028 to 2030 that mBos gross revenues exceed certain hurdles.”
Zimmer Biomet
Fund coverage · 1 thesis
Zimmer Biomet is a leading orthopedic medical device company poised for growth due to favorable market trends and operational improvements that are currently undervalued.
Read the full thesis
Read every full thesis on Zimmer Biomet
Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→