Viatris
VTRS
542 hedge funds and large institutions have $12.5B invested in Viatris in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 153 increasing their positions, 235 reducing their positions, and 98 closing their positions.
61.25% more ownership
Funds ownership: 0% → 61.25% (+61%)
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
1% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 98
2% less capital invested
Capital invested by funds: $12.7B → $12.5B (-$220M)
3% less funds holding
Funds holding: 556 → 542 (-14)
35% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 235
41% less call options, than puts
Call options by funds: $267M | Put options by funds: $449M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Appaloosa LP
Short Hills,
New Jersey
|
+$122M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$115M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$92M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$91.5M |
| 5 |
GC
Greenlight Capital
New York
|
+$84.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$130M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$126M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$109M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$109M |
| 5 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
-$75.8M |
VTRS Hedge Fund Activity: Q4 2016 in Review
542 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2016, worth a combined $12.5B — down 1.7% from $12.7B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of VTRS and 97 opened new positions — a net loss of 1 holder — while 235 trimmed existing stakes and 153 added.
The largest buyer was Appaloosa LP, opening a new position worth an estimated $122M. The largest seller was T. Rowe Price Associates, cutting an estimated $130M.
- 542 institutional investors held Viatris (VTRS) as of Q4 2016, down from 556 in Q3 2016.
- Funds reported $12.5B of Viatris stock for Q4 2016, down 1.7% quarter-over-quarter.
- 97 funds opened new Viatris positions in Q4 2016 and 98 closed out, a net change of -1 holder.
- The largest Viatris buyer in Q4 2016 was Appaloosa LP, an estimated $122M added.
- The largest Viatris seller in Q4 2016 was T. Rowe Price Associates, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2016.