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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
226
Estabrook Capital Management
New York
$2.1M +$26.6K +2,205 +1%
AG
227
AIA Group
Hong Kong
$2.1M +$2.12M +176,090 New
RIM
228
Redwood Investment Management
Arizona
$2.09M -$507K -42,126 -19%
ERSOT
229
Employees Retirement System of Texas
Texas
$2.07M -$1.18M -97,750 -36%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$2.04M +$60.6K +5,034 +3%
DnB Asset Management
231
DnB Asset Management
Norway
$2M -$1.54M -128,004 -43%
Rafferty Asset Management
232
Rafferty Asset Management
New York
$1.97M +$16.8K +1,398 +0.9%
WW
233
Waterfront Wealth
Kansas
$1.97M +$114K +9,468 +6%
Janus Henderson Group
234
Janus Henderson Group
United Kingdom
$1.97M +$282K +23,384 +17%
IG
235
ING Group
Netherlands
$1.96M +$1.82M +151,253 +1,151%
RWM
236
Ritholtz Wealth Management
New York
$1.96M +$35.9K +2,983 +2%
NYLIM
237
New York Life Investment Management
New York
$1.96M -$75.4K -6,260 -4%
SG Americas Securities
238
SG Americas Securities
New York
$1.95M -$665K -55,237 -25%
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$1.94M -$61.1K -5,076 -3%
X
240
Xponance
Pennsylvania
$1.93M +$100K +8,336 +5%
SIS
241
Sound Income Strategies
Florida
$1.91M +$193K +16,034 +11%
RMSCM
242
R.M. Sincerbeaux Capital Management
New York
$1.91M
GSC
243
Grey Street Capital
Illinois
$1.9M +$1.92M +159,466 New
MAP
244
Moody Aldrich Partners
Massachusetts
$1.88M +$1.89M +157,316 New
MOACM
245
Mutual of America Capital Management
New York
$1.88M -$39.1K -3,246 -2%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$1.87M -$127K -10,569 -6%
SCM
247
Shelton Capital Management
Colorado
$1.86M -$1.81M -150,000 -49%
CB
248
Commerce Bank
Missouri
$1.85M +$53.8K +4,464 +3%
AF
249
Ally Financial
Michigan
$1.83M
YIH
250
Y-Intercept (HK)
Hong Kong
$1.83M -$100K -8,327 -5%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.