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Viatris

474 hedge funds and large institutions have $12.4B invested in Viatris in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 191 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 153

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

11% more call options, than puts

Call options by funds: $172M | Put options by funds: $155M

5% more capital invested

Capital invested by funds: $11.8B → $12.4B (+$623M)

0.95% more ownership

Funds ownership: 83.72%84.67% (+0.95%)

6% less funds holding

Funds holding: 502474 (-28)

28% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 72

Holders
474
Holders Change
-28
Holders Change %
-5.58%
% of All Funds
10.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
52
Increased
191
Reduced
153
Closed
72
Calls
$172M
Puts
$155M
Net Calls
+$17.6M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
Allstate Corporation
Illinois
$415K +$427K +14,658 New
QT
302
Quantbot Technologies
New York
$412K -$1.67M -57,326 -80%
PVWM
303
Point View Wealth Management
New Jersey
$406K -$3.47K -119 -0.8%
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$404K +$16K +548 +4%
GCA
305
Gideon Capital Advisors
New York
$401K +$412K +14,133 New
GG
306
Gofen & Glossberg
Illinois
$391K -$10.5K -360 -3%
OC
307
Oppenheimer & Co
New York
$387K +$166K +5,694 +72%
DBIA
308
Dumont & Blake Investment Advisors
New Jersey
$380K -$5.25K -180 -1%
SI
309
Stephens Inc
Arkansas
$379K +$35.9K +1,231 +10%
TRCT
310
Tower Research Capital (TRC)
New York
$370K +$379K +12,993 +17,799%
BC
311
Burney Company
Virginia
$348K -$73.5K -2,519 -17%
AAM
312
Advisors Asset Management
Colorado
$333K +$27.8K +953 +9%
AT
313
Arden Trust
Delaware
$317K +$326K +11,178 New
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$316K -$52.7K -1,808 -14%
PI
315
PEAK6 Investments
Illinois
$312K -$2.61M -89,367 -89%
SRAM
316
Stone Ridge Asset Management
New York
$311K +$321K +10,991 New
JIR
317
James Investment Research
Ohio
$309K -$3.79K -130 -1%
IIM
318
Intact Investment Management
Quebec, Canada
$295K +$49.6K +1,700 +20%
KRSITF
319
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$291K +$1.52K +52 +0.5%
ECM
320
Everence Capital Management
Indiana
$290K
AG
321
Advisor Group
Arizona
$290K +$1.55K +53 +0.5%
SACTSONJ
322
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$283K
NJBEST
323
New Jersey Better Educational Savings Trust
New Jersey
$283K +$292K +10,000 New
KCM
324
Kanawha Capital Management
Virginia
$281K -$35K -1,200 -11%
WP
325
WealthSource Partners
California
$278K +$40.8K +1,399 +17%

VTRS Hedge Fund Activity: Q1 2019 in Review

474 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2019, worth a combined $12.4B — up 5.3% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of VTRS and 52 opened new positions — a net loss of 20 holders — while 153 trimmed existing stakes and 191 added.

The largest buyer was Vanguard Group, adding an estimated $293M. The largest seller was Wellington Management Group, cutting an estimated $130M.

  • 474 institutional investors held Viatris (VTRS) as of Q1 2019, down from 502 in Q4 2018.
  • Funds reported $12.4B of Viatris stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 52 funds opened new Viatris positions in Q1 2019 and 72 closed out, a net change of -20 holders.
  • The largest Viatris buyer in Q1 2019 was Vanguard Group, an estimated $293M added.
  • The largest Viatris seller in Q1 2019 was Wellington Management Group, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2019.