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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Graybill Wealth Management
Illinois
$3.3M +$2.93M +61,005 New
EDRE
252
Edmond de Rothschild (Europe)
Luxembourg
$3.28M -$86.3K -1,794 -3%
SIA
253
Sit Investment Associates
Minnesota
$3.2M -$72.1K -1,500 -2%
MLL
254
Moody Lynn & Lieberson
Massachusetts
$3.18M +$2.83M +58,775 New
CFP
255
Cornerstone Financial Partners
North Carolina
$3.07M +$2.73M +56,774 New
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$3.04M -$1.55M -32,300 -36%
SFP
257
Santa Fe Partners
New Mexico
$3.04M +$2.7M +56,118 New
BMM
258
Buffington Mohr McNeal
Idaho
$3.01M -$329K -6,850 -11%
Mitsubishi UFJ Asset Management
259
Mitsubishi UFJ Asset Management
Japan
$3M +$156K +3,248 +6%
PCM
260
Palouse Capital Management
Washington
$2.97M -$40.5K -842 -2%
AF
261
Ally Financial
Michigan
$2.97M +$1.2M +25,000 +83%
TRSOTSOK
262
Teachers Retirement System of the State of Kentucky
Kentucky
$2.96M
NLGIA
263
Nippon Life Global Investors Americas
New York
$2.96M +$2.63M +54,770 New
AAM
264
Advisors Asset Management
Colorado
$2.95M +$657K +13,671 +33%
Twin Tree Management
265
Twin Tree Management
Texas
$2.95M -$238K -4,956 -8%
HCA
266
Horan Capital Advisors
Ohio
$2.92M +$6.49K +135 +0.3%
MSA
267
Mason Street Advisors
Wisconsin
$2.92M +$25.9K +539 +1%
B
268
Barings
North Carolina
$2.92M -$183K -3,800 -7%
M&T Bank
269
M&T Bank
New York
$2.87M -$778K -16,176 -23%
GIA
270
Gargoyle Investment Advisor
New Jersey
$2.85M +$1.82M +37,948 +258%
MIM
271
Marco Investment Management
Georgia
$2.82M -$326K -6,775 -11%
DAM
272
Deimos Asset Management
New York
$2.81M +$2.5M +52,000 New
SM
273
Southport Management
Wyoming
$2.8M
CCMG
274
Clark Capital Management Group
Pennsylvania
$2.79M +$2.48M +51,614 New
KAM
275
Keeley Asset Management
Illinois
$2.79M -$218K -4,540 -8%

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.