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1,628 hedge funds and large institutions have $72.2B invested in Zoetis in 2023 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 655 increasing their positions, 578 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 72

13% more repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 578

5% more funds holding

Funds holding: 1,5561,628 (+72)

2% more capital invested

Capital invested by funds: $70.9B → $72.2B (+$1.25B)

9.09% less ownership

Funds ownership: 99.6%90.5% (-9.1%)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

20% less call options, than puts

Call options by funds: $242M | Put options by funds: $301M

Holders
1,628
Holders Change
+72
Holders Change %
+4.63%
% of All Funds
25.56%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.39%
New
157
Increased
655
Reduced
578
Closed
72
Calls
$242M
Puts
$301M
Net Calls
-$58.8M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Modera Wealth Management
New Jersey
$439K +$441K +2,550 New
CCG
1102
Ceeto Capital Group
Florida
$439K
BJL
1103
Brighton Jones LLC
Washington
$438K +$29.6K +171 +7%
GWM
1104
Geneos Wealth Management
Colorado
$434K -$128K -742 -23%
EFSCE
1105
Enterprise Financial Services Corp (EFSC)
Missouri
$433K +$11.4K +66 +3%
SCG
1106
Sonata Capital Group
Washington
$430K -$41.3K -239 -9%
MM
1107
MQS Management
New York
$430K +$432K +2,496 New
9WM
1108
9258 Wealth Management
Ohio
$429K +$4.84K +28 +1%
VCA
1109
Verdence Capital Advisors
Maryland
$428K +$32.9K +190 +8%
DS
1110
DRW Securities
Illinois
$427K +$123K +711 +40%
CGA
1111
Crescent Grove Advisors
Illinois
$427K
BPFA
1112
Barnes Pettey Financial Advisors
Mississippi
$426K
PCP
1113
Proficio Capital Partners
Massachusetts
$424K -$3.8K -22 -0.9%
BAM
1114
Belpointe Asset Management
Nevada
$423K -$669K -3,872 -61%
CIG
1115
Cascade Investment Group
Colorado
$420K -$3.46K -20 -0.8%
WEG
1116
World Equity Group
Illinois
$416K +$418K +2,415 New
BB
1117
Busey Bank
Illinois
$415K +$115K +665 +38%
VC
1118
Veery Capital
Delaware
$413K
PAM
1119
Peak Asset Management
Colorado
$409K +$16.4K +95 +4%
APA
1120
Astoria Portfolio Advisors
New York
$407K +$4.5K +26 +1%
AOWM
1121
Alpha Omega Wealth Management
Virginia
$407K -$2.59K -15 -0.6%
IIA
1122
ICW Investment Advisors
Arizona
$407K +$36.5K +211 +10%
GA
1123
Goldstein Advisors
Wisconsin
$405K -$3.63K -21 -0.9%
LRPA
1124
L. Roy Papp & Associates
Arizona
$403K -$10.7K -62 -3%
CWA
1125
CM Wealth Advisors
Ohio
$403K +$366K +2,117 New