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1,253 hedge funds and large institutions have $59.9B invested in Zoetis in 2020 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 499 increasing their positions, 458 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 73

16% more capital invested

Capital invested by funds: $51.8B → $59.9B (+$8.07B)

5% more funds holding

Funds holding: 1,1991,253 (+54)

9% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 458

7% more call options, than puts

Call options by funds: $224M | Put options by funds: $210M

0.74% less ownership

Funds ownership: 92.75%92.01% (-0.74%)

28% less funds holding in top 10

Funds holding in top 10: 5842 (-16)

Holders
1,253
Holders Change
+54
Holders Change %
+4.5%
% of All Funds
25.69%
Holding in Top 10
42
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-27.59%
% of All Funds
0.86%
New
136
Increased
499
Reduced
458
Closed
73
Calls
$224M
Puts
$210M
Net Calls
+$13.7M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$118M +$3.6M +27,554 +3%
Ameriprise
77
Ameriprise
Minnesota
$117M +$9.82M +75,223 +10%
IIP
78
Intermede Investment Partners
United Kingdom
$116M +$2.35M +17,963 +2%
Citigroup
79
Citigroup
New York
$115M +$25M +191,824 +30%
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$115M +$29.5M +225,734 +37%
William Blair Investment Management
81
William Blair Investment Management
Illinois
$108M -$4.23M -32,414 -4%
Barclays
82
Barclays
United Kingdom
$107M -$6.67M -51,098 -6%
CAM
83
Congress Asset Management
Massachusetts
$98.3M +$183K +1,403 +0.2%
UBS Group
84
UBS Group
Switzerland
$98.1M -$60.7M -464,931 -39%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$98.1M +$4.84M +37,085 +5%
Principal Financial Group
86
Principal Financial Group
Iowa
$97.8M +$5.01M +38,400 +6%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.6M -$76.5M -585,922 -44%
SFFS
88
Stonehage Fleming Financial Services
Jersey
$97.2M -$61.1M -467,658 -40%
Axa
89
Axa
France
$94M -$1.01M -7,750 -1%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$93.6M -$899K -6,885 -1%
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$93.2M +$11.5M +88,355 +15%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$91.2M -$25.5M -195,000 -23%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$91M +$471K +3,610 +0.5%
SBH
94
Segall Bryant & Hamill
Illinois
$90.4M -$1.49M -11,433 -2%
Lord, Abbett & Co
95
Lord, Abbett & Co
New Jersey
$88.5M -$10.5M -80,062 -11%
JIC
96
Johnson Investment Counsel
Ohio
$82M -$82.2M -629,324 -51%
National Pension Service
97
National Pension Service
South Korea
$81.2M -$2.51M -19,229 -3%
EAM
98
Eagle Asset Management
Florida
$80.7M -$123M -944,513 -61%
Citadel Advisors
99
Citadel Advisors
Florida
$79.8M -$9.56M -73,195 -11%
OTPPB
100
Ontario Teachers' Pension Plan Board
Ontario, Canada
$78.5M -$4.24M -32,490 -5%

ZTS Hedge Fund Activity: Q2 2020 in Review

1,253 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q2 2020, worth a combined $59.9B — up 16% from $51.8B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new ZTS positions and 73 closed out — a net gain of 63 holders — while 499 added to existing stakes and 458 trimmed.

The largest buyer was Polen Capital Management, adding an estimated $132M. The largest seller was Fidelity Investments, cutting an estimated $233M.

  • 1,253 institutional investors held Zoetis (ZTS) as of Q2 2020, up from 1,199 in Q1 2020.
  • Funds reported $59.9B of Zoetis stock for Q2 2020, up 16% quarter-over-quarter.
  • 136 funds opened new Zoetis positions in Q2 2020 and 73 closed out, a net change of +63 holders.
  • The largest Zoetis buyer in Q2 2020 was Polen Capital Management, an estimated $132M added.
  • The largest Zoetis seller in Q2 2020 was Fidelity Investments, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2020.