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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
BFO
1276
Biltmore Family Office
North Carolina
$271K +$36.3K +200 +15%
SSWM
1277
Sheets Smith Wealth Management
North Carolina
$271K +$9.08K +50 +3%
EWA
1278
EverSource Wealth Advisors
Alabama
$269K -$17.2K -95 -6%
DWM
1279
Drive Wealth Management
Utah
$268K -$16.3K -90 -6%
AT
1280
Avalon Trust
New Mexico
$267K -$5.26K -29 -2%
ICP
1281
Interchange Capital Partners
Pennsylvania
$267K +$278K +1,532 New
RPCONE
1282
Retirement Planning Company of New England
Rhode Island
$266K -$65.4K -360 -19%
AIM
1283
Anchor Investment Management
South Carolina
$266K
CWS
1284
Confluence Wealth Services
Pennsylvania
$266K +$22.2K +122 +9%
JWCA
1285
J.W. Cole Advisors
Florida
$265K +$1.45K +8 +0.5%
FPAS
1286
Focus Partners Advisor Solutions
Missouri
$265K +$54.3K +299 +24%
PVI
1287
Pine Valley Investments
New Jersey
$264K +$18.2K +100 +7%
AR
1288
Advisory Research
Illinois
$263K +$274K +1,511 New
FFL
1289
Future Fund LLC
Illinois
$262K -$19.1K -105 -7%
EL
1290
EMFO LLC
Florida
$261K
SCM
1291
Sterneck Capital Management
Missouri
$261K
V
1292
VeraBank
Texas
$261K
TIA
1293
Tiemann Investment Advisors
California
$258K -$4.54K -25 -2%
FFA
1294
Founders Financial Alliance
North Carolina
$258K -$53K -292 -16%
DBT
1295
Dubuque Bank & Trust
Iowa
$256K +$49.4K +272 +23%
MCA
1296
Martin Capital Advisors
Texas
$255K +$4.18K +23 +2%
EW
1297
Evoke Wealth
California
$255K +$11.4K +63 +4%
TAM
1298
Taurus Asset Management
New York
$255K
BHWM
1299
Bar Harbor Wealth Management
New Hampshire
$255K
BAM
1300
BOS Asset Management
Illinois
$254K -$40.3K -222 -13%