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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
IGWM
1701
ICA Group Wealth Management
Colorado
-$120K -698 Closed
CLOS
1702
Compagnie Lombard Odier SCmA
Switzerland
-$116K -672 Closed
WIM
1703
WealthPlan Investment Management
Nebraska
-$115K -670 Closed
SSG
1704
Summit Securities Group
New York
-$104K -605 Closed
TAIM
1705
TD Ameritrade Investment Management
Nebraska
-$100K -579 Closed
OPTFSNA
1706
Old Point Trust & Financial Services N A
Virginia
-$54.4K -316 Closed
WP
1707
WealthPLAN Partners
Nebraska
-$47.4K -275 Closed
ODG
1708
O'Dell Group
Ohio
-$43.7K -254 Closed
AWM
1709
Activest Wealth Management
Florida
-$42.8K -236 Closed
FBC
1710
Fairfield, Bush & Co
Connecticut
-$36.2K -210 Closed
TFP
1711
Tilia Fiduciary Partners
North Carolina
-$15.5K -90 Closed
HS
1712
Horan Securities
United States
-$9.64K -56 Closed
FA
1713
Fiduciary Alliance
South Carolina
-$9.15K -53 Closed
WAM
1714
Worth Asset Management
Texas
-$9.13K -53 Closed
SMFG
1715
Sumitomo Mitsui Financial Group
Japan
-$8.59K -50 Closed
DI
1716
Disciplined Investments
Oklahoma
-$6.37K -37 Closed
HF
1717
Halpern Financial
Virginia
-$3.27K -19 Closed
BAM
1718
Bellevue Asset Management
Washington
-$1.72K -10 Closed
CWA
1719
Clearview Wealth Advisors
Oregon
-$1.72K -10 Closed
SWM
1720
Sanctuary Wealth Management
Idaho
-$1.55K -9 Closed
NC
1721
NewSquare Capital
Pennsylvania
-$1.03K -6 Closed
2L
1722
25 LLC
Missouri
-$513 -3 Closed