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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
301
M&T Bank
New York
$1.13M -$16.6K -1,377 -1%
HAM
302
Hedges Asset Management
Nevada
$1.1M +$96.4K +8,000 +10%
KRS
303
Kentucky Retirement Systems
Kentucky
$1.09M -$58.8K -4,880 -5%
IWC
304
Integrated Wealth Concepts
Massachusetts
$1.09M +$67.3K +5,589 +7%
Thrivent Financial for Lutherans
305
Thrivent Financial for Lutherans
Minnesota
$1.08M -$18.7K -1,549 -2%
UM
306
UniSuper Management
Australia
$1.06M +$890K +73,863 +491%
CS
307
Candriam SCA
Luxembourg
$1.05M +$6.55K +544 +0.6%
DEM
308
Disciplined Equity Management
Florida
$1.04M +$1.04M +86,608 +31,841%
GS
309
GTS Securities
New York
$1.04M -$875K -72,620 -46%
KAS
310
Kestra Advisory Services
Texas
$1M +$700K +58,137 +224%
Pathstone Holdings
311
Pathstone Holdings
New Jersey
$993K +$71.5K +5,940 +8%
AWA
312
Arkadios Wealth Advisors
Georgia
$985K -$54.4K -4,520 -5%
UCFA
313
United Capital Financial Advisors
Texas
$983K +$101K +8,401 +11%
MWA
314
MFA Wealth Advisors
Pennsylvania
$983K
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
$970K +$10.5K +869 +1%
CA
316
Cetera Advisors
Colorado
$949K +$616K +51,173 +181%
ONSWM
317
Old North State Wealth Management
North Carolina
$947K +$3.25K +270 +0.3%
AWS
318
Atria Wealth Solutions
New York
$936K -$29.9K -2,482 -3%
Envestnet Portfolio Solutions
319
Envestnet Portfolio Solutions
Illinois
$922K +$180K +14,945 +24%
HIMCH
320
Hartford Investment Management Co (HIMCO)
Connecticut
$922K -$46.3K -3,840 -5%
CT
321
ClearAlpha Technologies
Connecticut
$898K -$1.5M -124,660 -62%
VA
322
Verdad Advisers
Massachusetts
$896K -$66.2K -5,500 -7%
QCM
323
Quantinno Capital Management
New York
$893K +$418K +34,736 +87%
AOWM
324
Alpha Omega Wealth Management
Virginia
$891K -$201K -16,711 -18%
SCA
325
Sippican Capital Advisors
Massachusetts
$891K -$466K -38,650 -34%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.