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1,628 hedge funds and large institutions have $73.7B invested in Zoetis in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 669 increasing their positions, 593 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 94

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

13% more repeat investments, than reductions

Existing positions increased: 669 | Existing positions reduced: 593

1.21% more ownership

Funds ownership: 90.5%91.72% (+1.2%)

2% more capital invested

Capital invested by funds: $72.2B → $73.7B (+$1.49B)

0% more funds holding

Funds holding: 1,6281,628 (0)

4% less call options, than puts

Call options by funds: $310M | Put options by funds: $323M

Holders
1,628
Holders Change
Holders Change %
0%
% of All Funds
25.84%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
114
Increased
669
Reduced
593
Closed
94
Calls
$310M
Puts
$323M
Net Calls
-$13.1M
Net Calls Change
+$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
651
HM Payson & Co
Maine
$2.67M +$340K +1,871 +14%
AAM
652
Advisors Asset Management
Colorado
$2.64M +$197K +1,087 +8%
CPA
653
Capital Planning Advisors
California
$2.63M -$9.62K -53 -0.3%
FFA
654
First Foundation Advisors
California
$2.63M +$2.16M +11,913 +372%
DWM
655
Dorchester Wealth Management
Quebec, Canada
$2.62M -$109K -600 -4%
HA
656
Herold Advisors
New York
$2.61M +$53K +292 +2%
MNBTD
657
Moody National Bank Trust Division
Texas
$2.6M +$358K +1,974 +15%
SIC
658
SFE Investment Counsel
California
$2.59M +$235K +1,292 +9%
TGAM
659
TBH Global Asset Management
Tennessee
$2.58M -$113K -623 -4%
WP
660
Waycross Partners
Kentucky
$2.57M
FFP
661
FourThought Financial Partners
Florida
$2.55M -$34K -187 -1%
NMIMC
662
Northwestern Mutual Investment Management Company
Wisconsin
$2.53M -$8.53K -47 -0.3%
MBTD
663
Mechanics Bank - Trust Department
California
$2.51M -$70.8K -390 -3%
SPFA
664
Summit Place Financial Advisors
New Jersey
$2.49M -$89.9K -495 -3%
DI
665
Diligent Investors
California
$2.49M -$54.5K -300 -2%
AC
666
Addison Capital
Pennsylvania
$2.49M -$128K -707 -5%
ISL
667
Ingalls & Snyder LLC
New York
$2.48M -$58.1K -320 -2%
FB
668
Fulton Bank
Pennsylvania
$2.47M -$59.6K -328 -2%
TPA
669
Trivium Point Advisory
Connecticut
$2.47M +$22.9K +126 +0.9%
EWM
670
Evercore Wealth Management
New York
$2.46M -$81.5K -449 -3%
LT
671
Legacy Trust
Michigan
$2.45M -$122K -670 -5%
FTDI
672
First Trust Direct Indexing
Massachusetts
$2.41M +$218K +1,199 +9%
IWP
673
Icon Wealth Partners
Texas
$2.38M -$46.3K -255 -2%
RJT
674
Raymond James Trust
Florida
$2.38M -$258K -1,421 -9%
GRP
675
Global Retirement Partners
California
$2.37M +$144K +793 +6%