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Viatris
VTRS

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25% → 70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

5% more funds holding

Funds holding: 542 → 568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.52B
2
Franklin Resources
Franklin Resources
California
+$403M
3
Pzena Investment Management
Pzena Investment Management
New York
+$293M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$231M
5
LCM
Laurion Capital Management
New York
+$226M

Top Sellers

Rank Fund Capital Flow
1
PC
Paulson & Co
New York
-$134M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$108M
3
MC
Maverick Capital
Texas
-$90.9M
4
AL
Appaloosa LP
New Jersey
-$55.4M
5
Citigroup
Citigroup
New York
-$48.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
226
Paloma Partners
Connecticut
$2.66M +$2.05M +50,896 +294%
AMI
227
Amica Mutual Insurance
Rhode Island
$2.64M – – –
MWNA
228
Marshall Wace North America
New York
$2.64M +$2.73M +67,678 New
Balyasny Asset Management
229
Balyasny Asset Management
Illinois
$2.6M +$2.69M +66,783 New
AF
230
Alerus Financial
North Dakota
$2.6M +$28.8K +715 +1%
DZ Bank
231
DZ Bank
Germany
$2.55M – – –
BAAM
232
Baker Avenue Asset Management
California
$2.5M +$2.59M +64,238 New
CC
233
Colrain Capital
Massachusetts
$2.5M -$1.98M -49,195 -43%
MSA
234
Mason Street Advisors
Wisconsin
$2.48M +$27.8K +689 +1%
SW
235
SVB Wealth
Massachusetts
$2.44M -$60.9K -1,510 -2%
PA
236
Pinnacle Associates
New York
$2.41M -$308K -7,650 -11%
Los Angeles Capital Management
237
Los Angeles Capital Management
California
$2.38M +$1M +24,895 +69%
AC
238
Allstate Corporation
Illinois
$2.36M +$2.44M +60,569 New
FDS
239
First Dallas Securities
Texas
$2.36M +$696K +17,275 +40%
HCA
240
Horan Capital Advisors
Ohio
$2.35M +$2.43M +60,204 New
SGH
241
Sivik Global Healthcare
Connecticut
$2.34M +$2.42M +60,000 New
WB
242
WesBanco Bank
West Virginia
$2.31M +$836K +20,749 +54%
Stifel Financial
243
Stifel Financial
Missouri
$2.29M -$169K -4,193 -7%
Nomura Asset Management
244
Nomura Asset Management
Japan
$2.29M +$108K +2,684 +5%
RMSCM
245
R.M. Sincerbeaux Capital Management
New York
$2.27M – – –
CCI
246
Columbus Circle Investors
$2.27M +$2.34M +58,121 New
Mirae Asset Global Investments
247
Mirae Asset Global Investments
South Korea
$2.24M +$1.25M +30,891 +116%
CSS
248
Cubist Systematic Strategies
Connecticut
$2.18M +$1.94M +48,018 +616%
PA
249
Profund Advisors
Maryland
$2.17M +$89.9K +2,231 +4%
HCM
250
Highbridge Capital Management
New York
$2.14M +$2.21M +54,919 New
8 9
10
11 12

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.