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Viatris

502 hedge funds and large institutions have $11.8B invested in Viatris in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 161 increasing their positions, 187 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $166M | Put options by funds: $166M

0.05% less ownership

Funds ownership: 83.77%83.72% (-0.05%)

1% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 88

2% less funds holding

Funds holding: 511502 (-9)

14% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 187

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

26% less capital invested

Capital invested by funds: $15.8B → $11.8B (-$4.05B)

Holders
502
Holders Change
-9
Holders Change %
-1.76%
% of All Funds
11.19%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.29%
New
87
Increased
161
Reduced
187
Closed
88
Calls
$166M
Puts
$166M
Net Calls
+$190K
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
276
Nordea Investment Management
Sweden
$975K +$343K +10,594 +42%
WB
277
WesBanco Bank
West Virginia
$968K -$164K -5,068 -13%
SIM
278
Sentry Investment Management
Wisconsin
$933K -$29.1K -897 -3%
HighTower Advisors
279
HighTower Advisors
Illinois
$930K -$15.6K -480 -1%
SF
280
Synovus Financial
Georgia
$917K -$19.2K -592 -2%
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$911K +$37.3K +1,152 +4%
HCA
282
Horan Capital Advisors
Ohio
$905K -$314K -9,683 -23%
CA
283
Cumberland Advisors
Florida
$905K +$1.07M +33,030 New
BS
284
Banco Santander
Spain
$879K +$467K +14,416 +82%
WAM
285
World Asset Management
Michigan
$821K +$30.1K +930 +3%
Janney Montgomery Scott
286
Janney Montgomery Scott
Pennsylvania
$814K +$23.7K +730 +3%
CI
287
Cowen Inc
New York
$781K +$745K +23,000 +418%
COPPSERS
288
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$771K -$459K -14,178 -34%
Jacobs Levy Equity Management
289
Jacobs Levy Equity Management
New Jersey
$769K +$909K +28,070 New
MYLI
290
Meiji Yasuda Life Insurance
Japan
$752K
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$740K -$104K -3,200 -11%
PFC
292
Poplar Forest Capital
California
$699K -$105K -3,245 -11%
YMRC
293
Yorktown Management & Research Company
Virginia
$699K -$100K -3,100 -11%
BAM
294
Blueshift Asset Management
New Jersey
$674K +$797K +24,610 New
RWA
295
River Wealth Advisors
Pennsylvania
$665K -$454K -14,022 -37%
CCB
296
Cutter & Co Brokerage
Missouri
$662K -$130K -4,015 -14%
KRS
297
Kentucky Retirement Systems
Kentucky
$615K +$15.4K +474 +2%
CIBC World Market
298
CIBC World Market
Ontario, Canada
$611K +$365K +11,270 +102%
PI
299
Pettee Investors
Connecticut
$594K
GIA
300
Gateway Investment Advisers
Ohio
$590K -$9.4K -290 -1%

VTRS Hedge Fund Activity: Q4 2018 in Review

502 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2018, worth a combined $11.8B — down 26% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of VTRS and 87 opened new positions — a net loss of 1 holder — while 187 trimmed existing stakes and 161 added.

The largest buyer was Goldman Sachs, adding an estimated $126M. The largest seller was PFM Health Sciences, exiting entirely with an estimated $172M sold.

  • 502 institutional investors held Viatris (VTRS) as of Q4 2018, down from 511 in Q3 2018.
  • Funds reported $11.8B of Viatris stock for Q4 2018, down 26% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q4 2018 and 88 closed out, a net change of -1 holder.
  • The largest Viatris buyer in Q4 2018 was Goldman Sachs, an estimated $126M added.
  • The largest Viatris seller in Q4 2018 was PFM Health Sciences, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2018.