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1,410 hedge funds and large institutions have $72.3B invested in Zoetis in 2020 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 601 increasing their positions, 438 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 68

37% more repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 438

8% more funds holding

Funds holding: 1,3081,410 (+102)

0% more capital invested

Capital invested by funds: $72.2B → $72.3B (+$82M)

0.77% less ownership

Funds ownership: 91.98%91.21% (-0.77%)

20% less call options, than puts

Call options by funds: $243M | Put options by funds: $304M

37% less funds holding in top 10

Funds holding in top 10: 5233 (-19)

Holders
1,410
Holders Change
+102
Holders Change %
+7.8%
% of All Funds
24.95%
Holding in Top 10
33
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-36.54%
% of All Funds
0.58%
New
184
Increased
601
Reduced
438
Closed
68
Calls
$243M
Puts
$304M
Net Calls
-$60.7M
Net Calls Change
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NR
1226
Newfound Research
Massachusetts
$119K +$84.1K +517 +253%
LSA
1227
Leonteq Securities AG
Switzerland
$114K +$112K +690 New
TPWA
1228
TRUE Private Wealth Advisors
Oregon
$114K +$12K +74 +12%
LGA
1229
Lebenthal Global Advisors
New York
$114K +$112K +691 New
CA
1230
Clearstead Advisors
Ohio
$113K -$5.04K -31 -4%
BG
1231
Bollard Group
Massachusetts
$109K
CWP
1232
Concord Wealth Partners
Virginia
$107K +$105K +644 New
GEA
1233
Glen Eagle Advisors
New Jersey
$104K +$56.1K +345 +121%
WWM
1234
Wolff Wiese Magana
California
$104K +$102K +630 New
MSFP
1235
Mark Sheptoff Financial Planning
Connecticut
$102K +$31.5K +194 +46%
TWM
1236
Tradition Wealth Management
Minnesota
$101K +$99.4K +611 New
CMBA
1237
C.M. Bidwell & Associates
Hawaii
$100K -$6.83K -42 -6%
BWM
1238
BerganKDV Wealth Management
Minnesota
$100K +$18.4K +113 +23%
AWM
1239
AllSquare Wealth Management
New York
$93K
FWM
1240
Focused Wealth Management
New York
$93K +$91.6K +563 New
JGIA
1241
Jackson Grant Investment Advisers
Connecticut
$88K +$59.2K +364 +215%
BCWM
1242
Bartlett & Co Wealth Management
Ohio
$80.3K +$1.3K +8 +2%
BC
1243
Bartlett & Co
Ohio
$80K +$1.3K +8 +2%
APW
1244
Acima Private Wealth
Virginia
$79K
ETC
1245
Exchange Traded Concepts
Oklahoma
$75K +$8.46K +52 +13%
VCG
1246
Vantage Consulting Group
Virginia
$75K +$73.8K +454 New
PWMG
1247
Prestige Wealth Management Group
New Jersey
$74K +$1.63K +10 +2%
CFD
1248
Creative Financial Designs
Indiana
$73K -$7.97K -49 -10%
CWC
1249
Carolinas Wealth Consulting
North Carolina
$72K -$20.5K -126 -23%
AWM
1250
Atticus Wealth Management
Florida
$71K

ZTS Hedge Fund Activity: Q4 2020 in Review

1,410 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zoetis (ZTS) for Q4 2020, worth a combined $72.3B — up 0.11% from $72.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new ZTS positions and 68 closed out — a net gain of 116 holders — while 601 added to existing stakes and 438 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $491M. The largest seller was Capital International Investors, cutting an estimated $443M.

  • 1,410 institutional investors held Zoetis (ZTS) as of Q4 2020, up from 1,308 in Q3 2020.
  • Funds reported $72.3B of Zoetis stock for Q4 2020, up 0.11% quarter-over-quarter.
  • 184 funds opened new Zoetis positions in Q4 2020 and 68 closed out, a net change of +116 holders.
  • The largest Zoetis buyer in Q4 2020 was Fidelity Investments, an estimated $491M added.
  • The largest Zoetis seller in Q4 2020 was Capital International Investors, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2020.