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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
Janus Henderson Group
251
Janus Henderson Group
United Kingdom
$1.54M -$9.14K -955 -0.7%
SO
252
STRS Ohio
Ohio
$1.52M -$463K -48,371 -26%
CUAMC
253
China Universal Asset Management Company
China
$1.5M +$1.03M +107,985 +351%
NAM
254
Nissay Asset Management
Japan
$1.5M +$59.5K +6,211 +5%
BCIM
255
British Columbia Investment Management
British Columbia, Canada
$1.5M +$286K +29,840 +28%
OIA
256
OneDigital Investment Advisors
Kansas
$1.45M -$5.84K -610 -0.5%
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$1.44M +$9.68K +1,011 +0.8%
Mariner
258
Mariner
Kansas
$1.43M +$217K +22,661 +21%
CC
259
Clearline Capital
New York
$1.43M
MCM
260
MAI Capital Management
Ohio
$1.4M -$476K -49,750 -28%
Neuberger Berman Group
261
Neuberger Berman Group
New York
$1.4M -$1.73M -181,161 -58%
VA
262
Vident Advisory
Georgia
$1.39M -$128K -13,381 -9%
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$1.38M
ASN
264
Advisory Services Network
Georgia
$1.38M +$700K +73,082 +135%
Group One Trading
265
Group One Trading
Illinois
$1.36M -$500K -52,198 -29%
RFG
266
Range Financial Group
Oregon
$1.35M +$1.03K +108 +0.1%
MFG
267
MidWestOne Financial Group
Iowa
$1.26M +$81.7K +8,532 +8%
Public Sector Pension Investment Board (PSP Investments)
268
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.25M -$124K -12,952 -10%
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$1.25M +$65.3K +6,819 +6%
SCA
270
Sippican Capital Advisors
Massachusetts
$1.23M -$632K -65,996 -37%
FCMA
271
Foresight Capital Management Advisors
Michigan
$1.22M +$1.08M +112,661 New
Capital World Investors
272
Capital World Investors
California
$1.2M -$7.34M -766,100 -87%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$1.2M -$71K -7,418 -6%
EMPI
274
Elo Mutual Pension Insurance
Finland
$1.13M +$42.6K +4,454 +4%
TRSOTSOK
275
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M -$53.3K -5,565 -5%

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.