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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
NAM
326
NTV Asset Management
West Virginia
$273K -$14.6K -500 -5%
EVM
327
Eaton Vance Management
Massachusetts
$269K -$8.49K -291 -3%
CII
328
Capital International Inc
California
$265K
CI
329
Conning Inc
Connecticut
$265K +$23.3K +800 +9%
IUHSA
330
Itau Unibanco Holding S.A.
Brazil
$257K
RIM
331
Rampart Investment Management
Connecticut
$256K +$101K +3,453 +62%
VF
332
Virtu Financial
New York
$250K -$198K -6,806 -44%
LTFS
333
Ladenburg Thalmann Financial Services
Florida
$250K -$22.6K -776 -8%
Credit Agricole
334
Credit Agricole
France
$250K
WT
335
Whittier Trust
California
$248K -$102K -3,497 -29%
SSW
336
Smith Shellnut Wilson
Mississippi
$241K
Lido Advisors
337
Lido Advisors
California
$241K +$249K +8,525 New
9WM
338
9258 Wealth Management
Ohio
$240K -$14.4K -494 -6%
PIA
339
Piedmont Investment Advisors
North Carolina
$236K +$19.5K +670 +9%
DCM
340
Dupont Capital Management
Delaware
$229K
VC
341
Vicus Capital
Pennsylvania
$223K +$11.5K +396 +5%
EMG
342
Ellington Management Group
Connecticut
$221K +$227K +7,800 New
LC
343
Loews Corp
New York
$219K
SLAM
344
Swiss Life Asset Management
$218K +$225K +7,709 New
IRF
345
IBM Retirement Fund
New York
$218K
Cambridge Investment Research Advisors
346
Cambridge Investment Research Advisors
Iowa
$210K +$216K +7,419 New
BTS
347
BB&T Securities
Virginia
$209K +$216K +7,391 New
BOTW
348
Bank of the West
California
$204K -$141K -4,841 -40%
HCM
349
Highlander Capital Management
New Jersey
$202K +$29.2K +1,000 +16%
BOS
350
Bank of Stockton
California
$200K -$9.19K -315 -4%

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.