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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
RFA
1426
Resurgent Financial Advisors
Georgia
$124K -$27.8K -153 -18%
GWSG
1427
GPS Wealth Strategies Group
Colorado
$123K
LFG
1428
Larson Financial Group
Missouri
$123K +$18K +99 +16%
CCM
1429
Chilton Capital Management
Texas
$121K -$93.1K -513 -42%
AWM
1430
Atticus Wealth Management
Florida
$119K +$4.54K +25 +4%
CYG
1431
Clean Yield Group
Vermont
$115K
LSA
1432
Leonteq Securities AG
Switzerland
$113K -$273K -1,502 -70%
WWM
1433
Wolff Wiese Magana
California
$110K +$13.6K +75 +13%
MSFP
1434
Mark Sheptoff Financial Planning
Connecticut
$107K
CWP
1435
Concord Wealth Partners
Virginia
$106K -$27.2K -150 -20%
WPWM
1436
Western Pacific Wealth Management
Illinois
$103K -$17.8K -98 -14%
CA
1437
Centerpoint Advisors
Massachusetts
$101K
AAG
1438
Armstrong Advisory Group
Massachusetts
$98.8K
VAG
1439
VisionPoint Advisory Group
Texas
$98.7K +$71.9K +396 +232%
AWM
1440
AllSquare Wealth Management
New York
$97.4K
RTC
1441
Riverview Trust Company
Washington
$95.9K
JGIA
1442
Jackson Grant Investment Advisers
Connecticut
$91K
SL
1443
Salomon & Ludwin
Virginia
$90.1K +$94K +518 New
MA
1444
MCF Advisors
Kentucky
$87.6K
RL
1445
Rogco LP
Oklahoma
$87.2K +$91K +501 New
EBA
1446
Eagle Bay Advisors
New York
$83.7K +$2K +11 +2%
JWA
1447
JFS Wealth Advisors
Pennsylvania
$82.6K +$23.6K +130 +38%
BCA
1448
Bray Capital Advisors
Florida
$77.1K +$30.3K +167 +61%
ADL
1449
Asset Dedication LLC
California
$76K -$15.1K -83 -16%
CCP
1450
Carmel Capital Partners
California
$75.9K +$2K +11 +3%