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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
BAM
276
Berkshire Asset Management
Pennsylvania
$1.09M -$855K -89,286 -47%
BCM
277
Bridgeway Capital Management
Texas
$1.09M +$962K +100,500 New
AFG
278
American Financial Group
Ohio
$1.08M
MCM
279
Mork Capital Management
California
$1.08M
WM
280
WS Management
Florida
$1.08M +$958K +100,000 New
GIBU
281
Gulf International Bank (UK)
United Kingdom
$1.07M -$97.5K -10,179 -9%
PAM
282
Panagora Asset Management
Massachusetts
$1.07M
Two Sigma Investments
283
Two Sigma Investments
New York
$1.06M -$12.9M -1,349,443 -93%
M&T Bank
284
M&T Bank
New York
$1.04M -$17.4K -1,818 -2%
KRS
285
Kentucky Retirement Systems
Kentucky
$1.04M -$37K -3,868 -4%
TWC
286
TD Waterhouse Canada
Ontario, Canada
$1.02M -$31.8K -3,326 -4%
PL
287
Polianta Ltd
Jersey
$1.01M -$140K -14,600 -14%
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$1M +$18.4K +1,917 +2%
AOWM
289
Alpha Omega Wealth Management
Virginia
$989K +$16.8K +1,756 +2%
FA
290
FDx Advisors
Illinois
$964K -$392K -40,917 -31%
SHFA
291
SS&H Financial Advisors
Michigan
$955K -$8.94K -934 -1%
CS
292
Candriam SCA
Luxembourg
$951K +$266K +27,785 +46%
AWA
293
Arkadios Wealth Advisors
Georgia
$942K +$195K +20,404 +31%
AWM
294
AE Wealth Management
Kansas
$940K +$209K +21,817 +38%
IWC
295
Integrated Wealth Concepts
Massachusetts
$926K -$18.6K -1,939 -2%
DZ Bank
296
DZ Bank
Germany
$920K +$10 +1 +0%
HAM
297
Hedges Asset Management
Nevada
$910K +$52.7K +5,500 +7%
PP
298
Prudential plc
United Kingdom
$907K -$671K -70,120 -46%
MWA
299
MFA Wealth Advisors
Pennsylvania
$891K
HIMCH
300
Hartford Investment Management Co (HIMCO)
Connecticut
$878K -$18.8K -1,959 -2%

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.