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Viatris

434 hedge funds and large institutions have $8.86B invested in Viatris in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 155 increasing their positions, 145 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more capital invested

Capital invested by funds: $8.42B → $8.86B (+$442M)

1.11% more ownership

Funds ownership: 85.92%87.03% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 145

2% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 66

5% less call options, than puts

Call options by funds: $234M | Put options by funds: $246M

1% less funds holding

Funds holding: 439434 (-5)

Holders
434
Holders Change
-5
Holders Change %
-1.14%
% of All Funds
9.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
65
Increased
155
Reduced
145
Closed
66
Calls
$234M
Puts
$246M
Net Calls
-$12.6M
Net Calls Change
-$83M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
251
AlphaCrest Capital Management
New York
$645K +$640K +32,625 New
KCM
252
Kornitzer Capital Management
Kansas
$634K -$138K -7,030 -18%
Wolverine Trading
253
Wolverine Trading
Illinois
$633K +$644K +32,831 New
GCA
254
Gideon Capital Advisors
New York
$627K +$621K +31,680 New
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$624K +$71.3K +3,637 +13%
ZCA
256
Zeke Capital Advisors
Pennsylvania
$613K +$608K +31,009 New
CIBC World Market
257
CIBC World Market
Ontario, Canada
$604K -$54.9K -2,800 -8%
Walleye Trading
258
Walleye Trading
New York
$601K -$723K -36,885 -55%
SI
259
Sensato Investors
California
$585K +$580K +29,600 New
SRAM
260
Stone Ridge Asset Management
New York
$556K +$551K +28,091 New
SIM
261
Sentry Investment Management
Wisconsin
$551K -$55.8K -2,848 -9%
AG
262
Algert Global
California
$551K +$546K +27,865 New
WA
263
WealthTrust Axiom
Pennsylvania
$530K -$24.5K -1,250 -4%
B
264
Barings
North Carolina
$528K
WB
265
WesBanco Bank
West Virginia
$523K -$13.7K -700 -3%
KRS
266
Kentucky Retirement Systems
Kentucky
$523K +$47.6K +2,429 +10%
PAM
267
Panagora Asset Management
Massachusetts
$511K -$9.22K -470 -2%
LSERS
268
Louisiana State Employees Retirement System
Louisiana
$491K -$21.6K -1,100 -4%
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$485K +$30.8K +1,570 +7%
PVWM
270
Point View Wealth Management
New Jersey
$468K +$123K +6,260 +36%
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$460K
SEI Investments
272
SEI Investments
Pennsylvania
$447K +$215K +10,971 +94%
MYLI
273
Meiji Yasuda Life Insurance
Japan
$443K
Nordea Investment Management
274
Nordea Investment Management
Sweden
$439K -$55.8K -2,848 -11%
SF
275
Synovus Financial
Georgia
$438K -$135K -6,866 -24%

VTRS Hedge Fund Activity: Q3 2019 in Review

434 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2019, worth a combined $8.86B — up 5.2% from $8.42B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of VTRS and 65 opened new positions — a net loss of 1 holder — while 145 trimmed existing stakes and 155 added.

The largest buyer was AQR Capital Management, adding an estimated $116M. The largest seller was Barclays, cutting an estimated $47.5M.

  • 434 institutional investors held Viatris (VTRS) as of Q3 2019, down from 439 in Q2 2019.
  • Funds reported $8.86B of Viatris stock for Q3 2019, up 5.2% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2019 and 66 closed out, a net change of -1 holder.
  • The largest Viatris buyer in Q3 2019 was AQR Capital Management, an estimated $116M added.
  • The largest Viatris seller in Q3 2019 was Barclays, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2019.