Zoetis Inc.

ZTS

Held by 2 specialist biotech funds

Share on X

Fund Holdings

Deerfield Management Eventide Asset Management

AI Signal

AI analyst context — unlock full analysis

Position Trend

Feb 13, 2026

$828K

1 fund

Feb 17, 2026

$717K

1 fund

-13% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Deerfield ManagementNEWFeb 17, 2026

Shares: 5,698Value: $717K

# Signal Note: Deerfield Initiates ZTS Position Deerfield's entry into Zoetis (5,698 shares, $717K) signals conviction in animal health fundamentals, likely ahead of near-term catalysts in companion animal or livestock segments where ZTS maintains >40% market share. The position size suggests tactical allocation rather than major thesis conviction, positioning for potential M&A activity, margin expansion, or veterinary market consolidation tailwinds.

Eventide Asset ManagementNEWFeb 13, 2026

Know which insider moves are real

See who's buying with their own money vs. routine exercises
AI explains why each move matters right now

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

EHC2 funds DOCS2 funds EW2 funds CELC2 funds IRON2 funds BBIO2 funds ARWR2 funds STE

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

# Signal Note: Eventide Initiates ZTS Position Eventide's entry into Zoetis (animal health leader, ~$40B market cap) signals confidence in the pet/livestock diagnostics and pharmaceuticals market amid post-pandemic demand normalization and margin expansion. The $828K position is modest relative to Eventide's ~$10B AUM but indicates conviction in ZTS's durable cash flows and valuation, likely driven by recent operational efficiency gains and growing companion animal spending in developed markets.