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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
TRSOTSOK
251
Teachers Retirement System of the State of Kentucky
Kentucky
$2.14M – – –
B
252
BP
United Kingdom
$2.07M +$2.14M +53,000 New
Axa
253
Axa
France
$2.05M +$657K +16,300 +45%
Asset Management One
254
Asset Management One
Japan
$2.01M -$2.75M -68,254 -57%
GCP
255
GSA Capital Partners
United Kingdom
$2.01M +$1.71M +42,473 +469%
RWA
256
River Wealth Advisors
Pennsylvania
$2M +$40.3K +1,000 +2%
TH
257
Timber Hill
Connecticut
$1.99M +$1.38M +34,356 +206%
PI
258
Parkside Investments
Illinois
$1.97M +$2.03M +50,475 New
KBC Group
259
KBC Group
Belgium
$1.92M +$429K +10,638 +28%
OC
260
Oppenheimer & Co
New York
$1.89M +$14.2K +352 +0.7%
WIA
261
Westbourne Investment Advisors
Maryland
$1.85M +$391K +9,690 +26%
WAM
262
World Asset Management
Michigan
$1.82M +$224K +5,568 +14%
APFBOT
263
Amica Pension Fund Board of Trustees
Rhode Island
$1.82M – – –
NMERB
264
New Mexico Educational Retirement Board
New Mexico
$1.82M -$101K -2,500 -5%
PCM
265
Palouse Capital Management
Washington
$1.81M +$158K +3,928 +9%
First Manhattan
266
First Manhattan
New York
$1.8M – – –
SAM
267
Securian Asset Management
Minnesota
$1.8M +$13.1K +324 +0.7%
IIC
268
Integrated Investment Consultants
Michigan
$1.8M +$26.2K +650 +1%
FMI
269
Factory Mutual Insurance
Massachusetts
$1.79M – – –
Calamos Advisors
270
Calamos Advisors
Illinois
$1.77M -$4.03K -100 -0.2%
HSBC Holdings
271
HSBC Holdings
United Kingdom
$1.75M +$106K +2,630 +6%
MCM
272
Matarin Capital Management
New York
$1.69M +$1.75M +43,450 New
PG
273
PEAK6 Group
Illinois
$1.68M -$8.82M -218,720 -84%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$1.67M +$43.1K +1,069 +3%
AQR Capital Management
275
AQR Capital Management
Connecticut
$1.66M -$18.3M -454,493 -91%
9 10
11
12 13

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.