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Viatris
VTRS

538 hedge funds and large institutions have $18.3B invested in Viatris in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 50

69% more funds holding in top 10

Funds holding in top 10: 13 → 22 (+9)

44% more call options, than puts

Call options by funds: $531M | Put options by funds: $368M

44% more capital invested

Capital invested by funds: $12.8B → $18.3B (+$5.57B)

14% more funds holding

Funds holding: 472 → 538 (+66)

4.94% more ownership

Funds ownership: 75.84% → 80.77% (+4.9%)

9% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 168

Holders
538
Holders Change
+66
Holders Change %
+13.98%
% of All Funds
12.2%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
121
Increased
183
Reduced
168
Closed
50
Calls
$531M
Puts
$368M
Net Calls
+$162M
Net Calls Change
+$253M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$146M
2
Citadel Advisors
Citadel Advisors
Florida
+$140M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$124M
4
JP Morgan Chase
JP Morgan Chase
New York
+$116M
5
Millennium Management
Millennium Management
New York
+$111M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$145M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$110M
3
O
OppenheimerFunds
New York
-$91.5M
4
PC
Paulson & Co
New York
-$87.5M
5
O
OrbiMed
New York
-$67.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
226
BP
United Kingdom
$2.24M – – –
SSA
227
Schonfeld Strategic Advisors
New York
$2.23M +$2.02M +52,775 New
AIM
228
Achmea Investment Management
Netherlands
$2.23M +$447K +11,686 +28%
AAM
229
Advisors Asset Management
Colorado
$2.2M -$476K -12,459 -19%
NMERB
230
New Mexico Educational Retirement Board
New Mexico
$2.18M +$333K +8,700 +20%
Rafferty Asset Management
231
Rafferty Asset Management
New York
$2.12M -$515K -13,476 -21%
TRSOTSOK
232
Teachers Retirement System of the State of Kentucky
Kentucky
$2.12M – – –
AF
233
Alerus Financial
North Dakota
$2.04M -$760K -19,876 -29%
COPPSERS
234
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.03M +$166K +4,355 +10%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$2M -$1.03M -26,980 -36%
APFBOT
236
Amica Pension Fund Board of Trustees
Rhode Island
$1.98M – – –
AIM
237
ARGA Investment Management
Connecticut
$1.96M +$1.77M +46,375 New
BCM
238
Blume Capital Management
California
$1.95M -$80.8K -2,113 -4%
RWA
239
River Wealth Advisors
Pennsylvania
$1.92M -$225K -5,875 -11%
WB
240
WesBanco Bank
West Virginia
$1.91M -$76.4K -1,999 -4%
CBOA
241
Commonwealth Bank of Australia
Australia
$1.9M -$38.5K -1,008 -2%
PCM
242
Palouse Capital Management
Washington
$1.89M -$72.2K -1,889 -4%
CHA
243
Cedar Hill Associates
Illinois
$1.86M -$122K -3,200 -7%
NB
244
Norinchukin Bank
Japan
$1.81M +$113K +2,961 +7%
SIM
245
Sentry Investment Management
Wisconsin
$1.8M +$318K +8,322 +24%
CSS
246
Cubist Systematic Strategies
Connecticut
$1.79M +$829K +21,699 +105%
KBC Group
247
KBC Group
Belgium
$1.78M -$428K -11,206 -21%
WAM
248
World Asset Management
Michigan
$1.78M -$145K -3,799 -8%
B
249
Barings
North Carolina
$1.76M +$910K +23,800 +133%
M&T Bank
250
M&T Bank
New York
$1.75M +$695K +18,186 +78%
8 9
10
11 12

VTRS Hedge Fund Activity: Q4 2017 in Review

538 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2017, worth a combined $18.3B — up 44% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new VTRS positions and 50 closed out — a net gain of 71 holders — while 183 added to existing stakes and 168 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $146M. The largest seller was Franklin Resources, cutting an estimated $145M.

  • 538 institutional investors held Viatris (VTRS) as of Q4 2017, up from 472 in Q3 2017.
  • Funds reported $18.3B of Viatris stock for Q4 2017, up 44% quarter-over-quarter.
  • 121 funds opened new Viatris positions in Q4 2017 and 50 closed out, a net change of +71 holders.
  • The largest Viatris buyer in Q4 2017 was Goldman Sachs, an estimated $146M added.
  • The largest Viatris seller in Q4 2017 was Franklin Resources, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2017.