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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
WF
801
WoodTrust Financial
Wisconsin
$1.35M +$55K +303 +4%
PF
802
Phoenix Financial
Israel
$1.34M +$211K +1,164 +18%
RT
803
Rockland Trust
Massachusetts
$1.34M -$77.3K -426 -5%
DWP
804
Daymark Wealth Partners
Ohio
$1.33M +$9.44K +52 +0.7%
SWM
805
Segment Wealth Management
Texas
$1.32M +$148K +816 +12%
GBT
806
Grove Bank & Trust
Florida
$1.31M +$142K +783 +12%
IA
807
IFP Advisors
Florida
$1.3M -$2.29M -12,619 -63%
UAS
808
United Asset Strategies
New York
$1.29M +$1.35M +7,433 New
SAM
809
Silvercrest Asset Management
New York
$1.29M +$69.5K +383 +5%
CCM
810
Coldstream Capital Management
Washington
$1.29M +$43.6K +240 +3%
SC
811
Savant Capital
Illinois
$1.28M +$14.9K +82 +1%
FFM
812
Forum Financial Management
Illinois
$1.28M
IAS
813
Investment Advisory Services
Texas
$1.27M +$8.53K +47 +0.6%
NF
814
Nvest Financial
New Hampshire
$1.27M +$24.1K +133 +2%
MFG
815
Merit Financial Group
Georgia
$1.27M +$45.4K +250 +4%
LAS
816
Lloyd Advisory Services
Georgia
$1.26M +$1.32M +7,261 New
NG
817
Norden Group
Utah
$1.26M +$1.32M +7,261 New
JCM
818
Jacobi Capital Management
Pennsylvania
$1.26M +$87.3K +481 +7%
PCA
819
Pallas Capital Advisors
Massachusetts
$1.26M +$907K +4,997 +164%
DLA
820
Douglas Lane & Associates
New York
$1.25M -$53.9K -297 -4%
TI
821
Tidal Investments
Wisconsin
$1.24M -$42.5K -234 -3%
KCM
822
Kornitzer Capital Management
Kansas
$1.24M
RA
823
RiverPark Advisors
New York
$1.23M +$79.5K +438 +7%
QPW
824
Quantum Private Wealth
Florida
$1.23M
HWA
825
Heritage Wealth Advisors
Virginia
$1.22M -$11.6K -64 -0.9%