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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$1.81M -$114K -11,951 -7%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$1.81M -$2.11M -220,531 -57%
KCM
228
Kendall Capital Management
Maryland
$1.8M +$306K +31,960 +24%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$1.79M -$62.4K -6,516 -4%
Rafferty Asset Management
230
Rafferty Asset Management
New York
$1.77M +$21.3K +2,228 +1%
WW
231
Waterfront Wealth
Kansas
$1.76M -$9.48K -990 -0.6%
RWM
232
Ritholtz Wealth Management
New York
$1.75M +$2.83K +295 +0.2%
YIH
233
Y-Intercept (HK)
Hong Kong
$1.75M +$1.54M +161,251 New
MOACM
234
Mutual of America Capital Management
New York
$1.74M -$70.2K -7,330 -4%
Aviva
235
Aviva
United Kingdom
$1.73M -$259K -26,999 -14%
RMSCM
236
R.M. Sincerbeaux Capital Management
New York
$1.73M
GS
237
GTS Securities
New York
$1.73M +$250K +26,085 +20%
YCM
238
Yousif Capital Management
Michigan
$1.7M -$50.5K -5,272 -3%
BA
239
Bridgewater Associates
Connecticut
$1.69M -$580K -60,565 -28%
CWM
240
CIBC World Markets
New York
$1.67M +$845K +88,214 +133%
AAMU
241
APG Asset Management US
New York
$1.67M +$1.48M +154,289 New
BBVA
242
Banco Bilbao Vizcaya Argentaria
Spain
$1.66M +$12.7K +1,330 +0.9%
X
243
Xponance
Pennsylvania
$1.66M -$115K -12,018 -7%
1832 Asset Management
244
1832 Asset Management
Ontario, Canada
$1.66M +$132K +13,810 +10%
AF
245
Ally Financial
Michigan
$1.66M
HWAM
246
Hennion & Walsh Asset Management
New Jersey
$1.64M +$665K +69,483 +84%
TRCT
247
Tower Research Capital (TRC)
New York
$1.64M +$1.13M +117,927 +356%
CB
248
Commerce Bank
Missouri
$1.63M -$19.4K -2,025 -1%
BFM
249
Boston Financial Management
Massachusetts
$1.61M +$1.57K +164 +0.1%
SIS
250
Sound Income Strategies
Florida
$1.56M +$146K +15,229 +12%

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.