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Viatris
VTRS

538 hedge funds and large institutions have $18.3B invested in Viatris in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 50

69% more funds holding in top 10

Funds holding in top 10: 13 → 22 (+9)

44% more call options, than puts

Call options by funds: $531M | Put options by funds: $368M

44% more capital invested

Capital invested by funds: $12.8B → $18.3B (+$5.57B)

14% more funds holding

Funds holding: 472 → 538 (+66)

4.94% more ownership

Funds ownership: 75.84% → 80.77% (+4.9%)

9% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 168

Holders
538
Holders Change
+66
Holders Change %
+13.98%
% of All Funds
12.2%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
121
Increased
183
Reduced
168
Closed
50
Calls
$531M
Puts
$368M
Net Calls
+$162M
Net Calls Change
+$253M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$146M
2
Citadel Advisors
Citadel Advisors
Florida
+$140M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$124M
4
JP Morgan Chase
JP Morgan Chase
New York
+$116M
5
Millennium Management
Millennium Management
New York
+$111M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$145M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$110M
3
O
OppenheimerFunds
New York
-$91.5M
4
PC
Paulson & Co
New York
-$87.5M
5
O
OrbiMed
New York
-$67.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
301
IndexIQ Advisors
New York
$834K +$754K +19,721 New
SEI Investments
302
SEI Investments
Pennsylvania
$833K +$233K +6,099 +45%
ZCM
303
Zebra Capital Management
Connecticut
$826K -$1.04M -27,242 -58%
IAA
304
Ironsides Asset Advisors
North Carolina
$818K – – –
CI
305
Cigna Investments
Connecticut
$814K -$2.79K -73 -0.4%
TSS
306
Two Sigma Securities
New York
$783K +$707K +18,500 New
WTC
307
WhitTier Trust Company
Nevada
$767K -$31.4K -822 -4%
FAM
308
Fred Alger Management
New York
$762K +$688K +18,000 New
IUHSA
309
Itau Unibanco Holding S.A.
Brazil
$755K +$506K +13,235 +287%
Diamond Hill Capital Management
310
Diamond Hill Capital Management
Ohio
$735K +$53.6K +1,403 +9%
RFC
311
Regions Financial Corp
Alabama
$723K +$35.8K +936 +6%
EP
312
Elkfork Partners
Oregon
$717K +$32.8K +858 +5%
SWA
313
SFMG Wealth Advisors
Texas
$712K +$643K +16,820 New
SRAM
314
Stone Ridge Asset Management
New York
$711K +$643K +16,811 New
Creative Planning
315
Creative Planning
Kansas
$680K +$183K +4,794 +43%
Parallax Volatility Advisers
316
Parallax Volatility Advisers
California
$674K +$288K +7,529 +90%
KCM
317
Kanawha Capital Management
Virginia
$670K -$36.3K -950 -6%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$634K -$6.02M -157,517 -91%
Simplex Trading
319
Simplex Trading
Illinois
$630K +$570K +14,899 New
PVWM
320
Point View Wealth Management
New Jersey
$626K +$16.3K +426 +3%
GG
321
Gofen & Glossberg
Illinois
$624K – – –
NSEDCP
322
NJ State Employees Deferred Compensation Plan
New Jersey
$624K – – –
WAM
323
Wolverine Asset Management
Illinois
$622K -$538K -14,086 -49%
Federated Hermes
324
Federated Hermes
Pennsylvania
$622K -$78.6K -2,056 -12%
IIM
325
Intact Investment Management
Quebec, Canada
$622K +$229K +6,000 +69%
11 12
13
14 15

VTRS Hedge Fund Activity: Q4 2017 in Review

538 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2017, worth a combined $18.3B — up 44% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new VTRS positions and 50 closed out — a net gain of 71 holders — while 183 added to existing stakes and 168 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $146M. The largest seller was Franklin Resources, cutting an estimated $145M.

  • 538 institutional investors held Viatris (VTRS) as of Q4 2017, up from 472 in Q3 2017.
  • Funds reported $18.3B of Viatris stock for Q4 2017, up 44% quarter-over-quarter.
  • 121 funds opened new Viatris positions in Q4 2017 and 50 closed out, a net change of +71 holders.
  • The largest Viatris buyer in Q4 2017 was Goldman Sachs, an estimated $146M added.
  • The largest Viatris seller in Q4 2017 was Franklin Resources, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2017.