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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
226
Arizona State Retirement System
Arizona
$4.31M +$3.52K +100 +0.1%
FAF
227
Fjarde Ap-fonden
Sweden
$4.3M -$522K -14,831 -12%
WAM
228
Wolverine Asset Management
Illinois
$4.27M +$373K +10,600 +10%
WTB
229
Washington Trust Bank
Washington
$4.25M +$3.7K +105 +0.1%
FCM
230
Forester Capital Management
Illinois
$4.19M +$2.65M +75,330 +218%
MOACM
231
Mutual of America Capital Management
New York
$4.14M +$45.8K +1,301 +1%
LPL Financial
232
LPL Financial
California
$4.12M +$928K +26,364 +34%
HJA
233
Hugh Johnson Advisors
New York
$4.07M +$3.76M +106,680 New
DCM
234
Dupont Capital Management
Delaware
$4.04M -$1.79M -50,894 -33%
EIM
235
ExxonMobil Investment Management
Texas
$3.88M -$154K -4,386 -4%
GACM
236
Green Arrow Capital Management
New York
$3.82M -$880K -25,000 -20%
GF
237
Gabelli Funds
New York
$3.82M
SM
238
Southport Management
Wyoming
$3.81M
SLI
239
Sumitomo Life Insurance
Japan
$3.78M -$401K -11,396 -10%
PAM
240
Paradigm Asset Management
New York
$3.77M -$109K -3,100 -3%
WBG
241
Wharton Business Group
Pennsylvania
$3.77M -$130K -3,685 -4%
PG
242
PEAK6 Group
Illinois
$3.7M +$5.86M +166,600 +617%
BWFA
243
Baltimore-Washington Financial Advisors
Maryland
$3.63M +$17.9K +508 +0.5%
Royal London Asset Management
244
Royal London Asset Management
United Kingdom
$3.57M
SAM
245
Shell Asset Management
Netherlands
$3.56M -$359K -10,185 -10%
HIS
246
Horizon Investment Services
Indiana
$3.54M +$286K +8,130 +10%
RA
247
Rational Advisors
New York
$3.52M -$1.74M -49,340 -35%
IHL
248
Investment House LLC
California
$3.41M +$17.6K +500 +0.6%
BB
249
Bell Bank
North Dakota
$3.37M -$470K -13,343 -13%
Mitsubishi UFJ Asset Management
250
Mitsubishi UFJ Asset Management
Japan
$3.37M +$67.8K +1,927 +2%

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.