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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
SWM
301
Scissortail Wealth Management
Oklahoma
$876K +$706K +73,705 New
AWS
302
Atria Wealth Solutions
New York
$876K +$101K +10,532 +15%
VA
303
Verdad Advisers
Massachusetts
$872K +$244K +25,500 +46%
Wealth Enhancement Advisory Services
304
Wealth Enhancement Advisory Services
Minnesota
$871K +$14.7K +1,537 +2%
ONSWM
305
Old North State Wealth Management
North Carolina
$856K -$19.9K -2,075 -3%
Pathstone Holdings
306
Pathstone Holdings
New Jersey
$850K +$739K +77,228 New
Wellington Management Group
307
Wellington Management Group
Massachusetts
$834K +$603K +62,957 +447%
SAM
308
Securian Asset Management
Minnesota
$822K -$97.2K -10,146 -12%
FTF
309
Freedom Together Foundation
New York
$818K +$723K +75,556 New
SC
310
Shay Capital
New York
$812K +$718K +75,000 New
Public Employees Retirement Association of Colorado
311
Public Employees Retirement Association of Colorado
Colorado
$801K -$712K -74,376 -50%
UCFA
312
United Capital Financial Advisors
Texas
$801K -$647K -67,598 -48%
PA
313
Profund Advisors
Maryland
$798K -$35K -3,650 -5%
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$785K -$17.2K -1,800 -2%
BCM
315
Birmingham Capital Management
Alabama
$777K -$127K -13,257 -16%
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$773K -$22.7K -2,375 -3%
SIC
317
Salem Investment Counselors
North Carolina
$771K -$377K -39,348 -36%
JFG
318
Jefferies Financial Group
New York
$768K +$679K +70,900 New
CC
319
Criteria Caixa
Spain
$746K
DF
320
Donoghue Forlines
Massachusetts
$719K +$636K +66,415 New
CAM
321
Cresset Asset Management
Illinois
$716K +$124 +13 +0%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$716K -$1.49K -156 -0.2%
FDCDDQ
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$713K -$14K -1,464 -2%
ECM
324
ExodusPoint Capital Management
New York
$699K +$377K +39,323 +156%
WS
325
Wedbush Securities
California
$697K +$362K +37,777 +142%

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.