We are live on ! Find out more

916 hedge funds and large institutions have $37.3B invested in Zoetis in 2018 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 334 increasing their positions, 344 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

65% more funds holding in top 10

Funds holding in top 10: 2033 (+13)

15% more capital invested

Capital invested by funds: $32.4B → $37.3B (+$4.92B)

7% more funds holding

Funds holding: 854916 (+62)

9% more call options, than puts

Call options by funds: $114M | Put options by funds: $105M

0.29% less ownership

Funds ownership: 92.41%92.12% (-0.29%)

3% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 344

Holders
916
Holders Change
+62
Holders Change %
+7.26%
% of All Funds
20.99%
Holding in Top 10
33
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+65%
% of All Funds
0.76%
New
124
Increased
334
Reduced
344
Closed
53
Calls
$114M
Puts
$105M
Net Calls
+$9.52M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
101
Kayne Anderson Rudnick Investment Management
California
$56M +$435K +5,516 +0.8%
RJA
102
Raymond James & Associates
Florida
$55.9M +$1.99M +25,305 +4%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$55.9M -$8.69M -110,336 -14%
JIC
104
Johnson Investment Counsel
Ohio
$55.4M -$2.02M -25,607 -4%
SBH
105
Segall Bryant & Hamill
Illinois
$53.6M +$532K +6,759 +1%
CTA
106
Carillon Tower Advisers
Florida
$52.9M +$3.52M +44,670 +7%
AIM
107
Artemis Investment Management
United Kingdom
$52.1M +$1.95M +24,749 +4%
GF
108
Gabelli Funds
New York
$51.4M -$4.29M -54,500 -8%
Skandinaviska Enskilda Banken (SEB)
109
Skandinaviska Enskilda Banken (SEB)
Sweden
$46.9M +$24.6M +311,798 +125%
PAM
110
Panagora Asset Management
Massachusetts
$46.8M -$4.42M -56,099 -9%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$45.9M -$5.15M -65,415 -11%
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$45.6M +$4.98M +63,215 +13%
Adage Capital Partners
113
Adage Capital Partners
Massachusetts
$43.5M -$13.5M -171,560 -25%
IIP
114
Intermede Investment Partners
United Kingdom
$42.9M +$40.5M +513,632 New
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.7M +$890K +11,302 +2%
DekaBank Deutsche Girozentrale
116
DekaBank Deutsche Girozentrale
Germany
$40.7M +$14.6M +185,622 +59%
SO
117
STRS Ohio
Ohio
$39.9M +$170K +2,162 +0.5%
Select Equity Group
118
Select Equity Group
New York
$39.8M -$16.9M -214,989 -31%
BA
119
Boston Advisors
Massachusetts
$38.8M +$5.68M +72,048 +18%
AAM
120
AMI Asset Management
California
$38.8M -$9.93M -126,117 -21%
Canada Life
121
Canada Life
Manitoba, Canada
$38.6M +$318K +4,033 +0.9%
National Pension Service
122
National Pension Service
South Korea
$38.3M +$71.8K +912 +0.2%
MIH
123
Madison Investment Holdings
Wisconsin
$38.2M -$920K -11,681 -2%
FQ
124
First Quadrant
California
$38.2M -$1.12M -14,276 -3%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$38.1M +$3.04M +38,634 +9%

ZTS Hedge Fund Activity: Q1 2018 in Review

916 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q1 2018, worth a combined $37.3B — up 15% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ZTS positions and 53 closed out — a net gain of 71 holders — while 334 added to existing stakes and 344 trimmed.

The largest buyer was Polen Capital Management, adding an estimated $392M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.02B.

  • 916 institutional investors held Zoetis (ZTS) as of Q1 2018, up from 854 in Q4 2017.
  • Funds reported $37.3B of Zoetis stock for Q1 2018, up 15% quarter-over-quarter.
  • 124 funds opened new Zoetis positions in Q1 2018 and 53 closed out, a net change of +71 holders.
  • The largest Zoetis buyer in Q1 2018 was Polen Capital Management, an estimated $392M added.
  • The largest Zoetis seller in Q1 2018 was T. Rowe Price Associates, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2018.