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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
AA
1301
Advisory Alpha
Michigan
$254K -$726 -4 -0.3%
OC
1302
Oakworth Capital
Alabama
$253K +$225K +1,237 +562%
CA
1303
Cornerstone Advisory
Maryland
$252K -$24.9K -137 -9%
CWM
1304
Cahill Wealth Management
Michigan
$252K +$182 +1 +0.1%
RPWA
1305
Regent Peak Wealth Advisors
Georgia
$251K +$2K +11 +0.8%
BBWP
1306
Beacon Bridge Wealth Partners
Pennsylvania
$251K
NCM
1307
Noesis Capital Mangement
Florida
$250K -$2.36K -13 -0.9%
FFA
1308
Fairfield Financial Advisors
Massachusetts
$249K +$182 +1 +0.1%
BFG
1309
Berger Financial Group
Minnesota
$249K -$20.2K -111 -7%
SIC
1310
Sterling Investment Counsel
New York
$248K
SAM
1311
Simplify Asset Management
Nevada
$248K -$2.9K -16 -1%
HIP
1312
HUB Investment Partners
Texas
$247K +$258K +1,420 New
MRCM
1313
M&R Capital Management
New Jersey
$246K
CFO
1314
CVA Family Office
Colorado
$246K +$3.99K +22 +2%
CCA
1315
Childress Capital Advisors
Texas
$245K +$256K +1,411 New
EFG
1316
Everhart Financial Group
Ohio
$245K +$25.1K +138 +11%
Winslow Capital Management
1317
Winslow Capital Management
Minnesota
$243K -$10.3K -57 -4%
SWM
1318
Salvus Wealth Management
New Jersey
$243K +$20K +110 +9%
CS
1319
Cannell & Spears
New York
$242K
PFSC
1320
Peoples Financial Services Corp
Pennsylvania
$242K +$10.2K +56 +4%
RB
1321
Renasant Bank
Mississippi
$242K -$7.08K -39 -3%
FIA
1322
Foundations Investment Advisors
Arizona
$241K -$34.1K -188 -12%
T
1323
TCWP
Ohio
$241K -$2K -11 -0.8%
MW
1324
Marcum Wealth
Ohio
$240K -$7.63K -42 -3%
CWP
1325
Curated Wealth Partners
California
$239K -$73.4K -404 -23%