LongZTSJul 2026
Zoetis
Pelican Bay added to Zoetis after a sharp post-earnings sell-off because it believes the market reaction was excessive relative to the long-term opportunity. The manager expects…
ZTS
Which hedge funds are long ZTS?
1 published idea on Zoetis across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Zoetis: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.