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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
BWM
1451
Baystate Wealth Management
Massachusetts
$74.9K +$182 +1 +0.2%
BIA
1452
Bell Investment Advisors
California
$74.1K -$5.08K -28 -6%
Loomis, Sayles & Company
1453
Loomis, Sayles & Company
Massachusetts
$74K +$25.4K +140 +49%
MCM
1454
MV Capital Management
Maryland
$72.5K +$6.17K +34 +9%
GFPC
1455
Global Financial Private Client
Florida
$71K
CT
1456
Clearstead Trust
Maine
$68.2K +$16.2K +89 +29%
CAC
1457
Core Alternative Capital
Georgia
$67.5K
CSB
1458
City State Bank
Iowa
$67K
AGWCA
1459
Annis Gardner Whiting Capital Advisors
Florida
$65.9K +$68.8K +379 New
LS
1460
Livforsakringsbolaget Skandia
Sweden
$65.9K
C
1461
Covestor
United Kingdom
$63K -$2.72K -15 -4%
VNA
1462
Valley National Advisers
Pennsylvania
$63K +$3.63K +20 +6%
PWMG
1463
Prestige Wealth Management Group
New Jersey
$59.7K +$4.36K +24 +8%
BC
1464
Belmont Capital
California
$59.7K +$182 +1 +0.3%
MWM
1465
Mascoma Wealth Management
New Hampshire
$59.3K +$7.63K +42 +14%
SWA
1466
Sutton Wealth Advisors
Florida
$59.2K +$5.63K +31 +10%
OA
1467
Operose Advisors
Wisconsin
$58.1K +$60.6K +334 New
AFS
1468
Annapolis Financial Services
Maryland
$55.8K +$19.8K +109 +51%
GA
1469
GoalVest Advisory
New York
$55K -$6.36K -35 -10%
SN
1470
Sittner & Nelson
Oregon
$53.9K
NFSG
1471
Newbridge Financial Services Group
Florida
$52.6K -$11.6K -64 -17%
CBT
1472
CoreFirst Bank & Trust
Kansas
$52.2K
LF
1473
Lee Financial
Texas
$47.3K +$36.3K +200 +278%
SFG
1474
Steward Financial Group
Texas
$46K -$28.7K -158 -37%
AF
1475
Advisornet Financial
Minnesota
$45.9K -$145K -800 -75%