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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
SFS
1201
Stiles Financial Services
Minnesota
$341K -$163K -898 -31%
BWM
1202
Baron Wealth Management
Michigan
$341K -$8.53K -47 -2%
CD
1203
Chapin Davis
Maryland
$340K -$1.09K -6 -0.3%
EAMA
1204
EFG Asset Management (Americas)
Florida
$339K -$47K -259 -12%
CFP
1205
Catalyst Financial Partners
Massachusetts
$339K +$44.7K +246 +14%
SGC
1206
Slocum, Gordon & Co
Rhode Island
$338K
MAP
1207
Moody Aldrich Partners
Massachusetts
$337K +$352K +1,936 New
MWM
1208
Modera Wealth Management
New Jersey
$335K -$113K -622 -24%
MPI
1209
Mairs & Power Inc
Minnesota
$335K
BFA
1210
Bragg Financial Advisors
North Carolina
$335K +$5.81K +32 +2%
CA
1211
CGN Advisors
Kansas
$334K
TFM
1212
TFC Financial Management
Massachusetts
$334K +$11.1K +61 +3%
OCM
1213
One Capital Management
California
$333K +$8.71K +48 +3%
BWP
1214
BSW Wealth Partners
Colorado
$333K -$61.5K -339 -15%
OWP
1215
Obermeyer Wealth Partners
Colorado
$332K -$54.5K -300 -14%
RCA
1216
Resonant Capital Advisors
Wisconsin
$330K -$29.6K -163 -8%
BOPW
1217
Brandywine Oak Private Wealth
Pennsylvania
$329K +$4.72K +26 +1%
SIA
1218
Schear Investment Advisers
Ohio
$329K -$9.26K -51 -3%
DBG
1219
De Burlo Group
Massachusetts
$329K +$70.8K +390 +26%
BAM
1220
Berkshire Asset Management
Pennsylvania
$328K
ODFS
1221
O'Donnell Financial Services
California
$327K +$726 +4 +0.2%
IIM
1222
Ipswich Investment Management
Massachusetts
$322K
CBFP
1223
Cedar Brook Financial Partners
Ohio
$321K -$25.1K -138 -7%
AWE
1224
Avidian Wealth Enterprises
Texas
$320K +$93K +512 +39%
GIA
1225
Gateway Investment Advisers
Ohio
$320K -$24.1K -133 -7%