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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
EFS
1201
Essex Financial Services
Connecticut
$322K -$117K -679 -27%
Empower Advisory Group
1202
Empower Advisory Group
Colorado
$322K -$24.2K -140 -7%
PFBT
1203
Parkside Financial Bank & Trust
Missouri
$322K +$1.9K +11 +0.6%
OCM
1204
One Capital Management
California
$322K -$65K -376 -17%
BOPW
1205
Brandywine Oak Private Wealth
Pennsylvania
$321K
TFM
1206
TFC Financial Management
Massachusetts
$320K +$173 +1 +0.1%
IIM
1207
Ipswich Investment Management
Massachusetts
$318K
FIM
1208
Freedom Investment Management
Connecticut
$317K +$319K +1,843 New
VFA
1209
Values First Advisors
Tennessee
$316K -$10.7K -62 -3%
ONST
1210
Old North State Trust
North Carolina
$314K -$11.4K -66 -3%
AC
1211
Avestar Capital
New York
$312K +$26.1K +151 +9%
EH
1212
Equitable Holdings
New York
$312K +$93.4K +540 +42%
JHCP
1213
Jackson Hole Capital Partners
Oklahoma
$312K
GA
1214
Geller Advisors
New York
$311K -$37.3K -216 -11%
MCM
1215
Manchester Capital Management
Vermont
$310K +$44.6K +258 +17%
MSS
1216
Mitchell Sinkler & Starr
Pennsylvania
$308K
PA
1217
Probity Advisors
Texas
$308K +$309K +1,790 New
OWM
1218
OneAscent Wealth Management
Alabama
$307K -$2.77K -16 -0.9%
CCMG
1219
Clark Capital Management Group
Pennsylvania
$307K +$15K +87 +5%
CWP
1220
Curated Wealth Partners
California
$307K
AFG
1221
Albion Financial Group
Utah
$306K
AWA
1222
Arete Wealth Advisors
Illinois
$306K -$38.9K -225 -11%
FFA
1223
Founders Financial Alliance
North Carolina
$306K +$54.5K +315 +22%
MPPLM
1224
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$304K +$55K +318 +22%
RCM
1225
RB Capital Management
Nevada
$304K -$7.26K -42 -2%