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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
BBW
1326
Blue Barn Wealth
Utah
$239K +$7.44K +41 +3%
BS
1327
Bessemer Securities
New York
$239K -$604K -3,325 -71%
CWM
1328
Cahaba Wealth Management
Georgia
$238K -$2.18K -12 -0.9%
FAFN
1329
First Affirmative Financial Network
Colorado
$238K +$248K +1,368 New
FIM
1330
Fernwood Investment Management
Massachusetts
$235K
LFAS
1331
Level Four Advisory Services
Texas
$234K +$16K +88 +7%
LCM
1332
Landscape Capital Management
New Jersey
$234K +$244K +1,343 New
TA
1333
TrueWealth Advisors
Alabama
$233K -$3.81K -21 -2%
IIA
1334
Integral Investment Advisors
California
$231K
WIC
1335
Woodmont Investment Counsel
Tennessee
$230K
NCM
1336
Nelson Capital Management
California
$229K -$34K -187 -12%
RSC
1337
Red Spruce Capital
Pennsylvania
$229K -$471K -2,594 -66%
BFA
1338
Beaumont Financial Advisors
Massachusetts
$228K +$238K +1,310 New
KMWM
1339
Keudell/Morrison Wealth Management
Oregon
$228K -$28K -154 -11%
FMTC
1340
Farmers & Merchants Trust Company
California
$228K -$31.2K -172 -12%
SHJ
1341
Sharkey, Howes & Javer
Colorado
$227K +$237K +1,307 New
MWM
1342
Meridian Wealth Management
Kentucky
$226K
PCG
1343
Prosperity Consulting Group
Maryland
$226K +$236K +1,301 New
FP
1344
Foundry Partners
Minnesota
$226K -$231K -1,275 -50%
IIM
1345
Intact Investment Management
Quebec, Canada
$226K
6F
1346
626 Financial
Michigan
$225K +$235K +1,295 New
CAL
1347
Capital Advisors Ltd
Ohio
$225K +$9.8K +54 +4%
FMWA
1348
Forvis Mazars Wealth Advisors
Missouri
$225K -$10.3K -57 -4%
AFG
1349
Albion Financial Group
Utah
$225K -$88.2K -486 -27%
TA
1350
TFB Advisors
Kansas
$222K +$16.7K +92 +8%