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1,112 hedge funds and large institutions have $54B invested in Zoetis in 2019 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 412 increasing their positions, 436 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 61

24% more funds holding in top 10

Funds holding in top 10: 4151 (+10)

10% more call options, than puts

Call options by funds: $221M | Put options by funds: $200M

9% more capital invested

Capital invested by funds: $49.4B → $54B (+$4.65B)

4% more funds holding

Funds holding: 1,0711,112 (+41)

0.16% less ownership

Funds ownership: 90.96%90.79% (-0.16%)

6% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 436

Holders
1,112
Holders Change
+41
Holders Change %
+3.83%
% of All Funds
24.38%
Holding in Top 10
51
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+24.39%
% of All Funds
1.12%
New
108
Increased
412
Reduced
436
Closed
61
Calls
$221M
Puts
$200M
Net Calls
+$20.7M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
676
Laurie J. Hall Trustee
$869K
MAM
677
Morse Asset Management
Connecticut
$843K -$57.3K -475 -7%
MERSOM
678
Municipal Employees' Retirement System of Michigan
Michigan
$837K +$10.9K +90 +1%
SAM
679
Strategy Asset Managers
California
$830K -$36.3K -301 -4%
CAPTRUST Financial Advisors
680
CAPTRUST Financial Advisors
North Carolina
$817K -$4.22K -35 -0.5%
ASN
681
Advisory Services Network
Georgia
$813K
Cerity Partners
682
Cerity Partners
New York
$801K +$13.8K +114 +2%
Northwestern Mutual Wealth Management
683
Northwestern Mutual Wealth Management
Wisconsin
$799K +$224K +1,852 +41%
TC
684
Telemus Capital
Michigan
$793K +$2.65K +22 +0.3%
WANY
685
Wealthspire Advisors (New York)
New York
$792K +$373K +3,088 +94%
CGL
686
Clarius Group LLC
Washington
$791K +$58.5K +485 +8%
JIR
687
James Investment Research
Ohio
$790K +$765K +6,337 New
BWAM
688
Boyd Watterson Asset Management
Ohio
$786K -$41.3K -342 -5%
PA
689
Perennial Advisors
New York
$786K -$1.81K -15 -0.2%
CP
690
Covenant Partners
Tennessee
$772K +$23.9K +198 +3%
TRCT
691
Tower Research Capital (TRC)
New York
$763K +$645K +5,341 +682%
KMWM
692
Keudell/Morrison Wealth Management
Oregon
$762K +$3.26K +27 +0.4%
JCM
693
Jacobsen Capital Management
Utah
$758K -$1.81K -15 -0.2%
BFIM
694
Beese Fulmer Investment Management
Ohio
$750K
HA
695
Harbor Advisors
Florida
$745K
SP
696
Symmetry Partners
Connecticut
$743K +$141K +1,166 +24%
SS
697
Sunbelt Securities
Texas
$739K +$74.4K +616 +12%
HCM
698
Highlander Capital Management
New Jersey
$733K
1SB
699
1ST Source Bank
Indiana
$726K -$101K -840 -13%
LS
700
Livforsakringsbolaget Skandia
Sweden
$720K +$698K +5,779 New

ZTS Hedge Fund Activity: Q3 2019 in Review

1,112 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q3 2019, worth a combined $54B — up 9.4% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new ZTS positions and 61 closed out — a net gain of 47 holders — while 412 added to existing stakes and 436 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $434M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 1,112 institutional investors held Zoetis (ZTS) as of Q3 2019, up from 1,071 in Q2 2019.
  • Funds reported $54B of Zoetis stock for Q3 2019, up 9.4% quarter-over-quarter.
  • 108 funds opened new Zoetis positions in Q3 2019 and 61 closed out, a net change of +47 holders.
  • The largest Zoetis buyer in Q3 2019 was Fidelity Investments, an estimated $434M added.
  • The largest Zoetis seller in Q3 2019 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2019.