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Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
326
Arkadios Wealth Advisors
Georgia
$656K +$13.5K +1,293 +2%
BIAS
327
Beacon Investment Advisory Services
New Jersey
$656K +$216K +20,698 +45%
BFEC
328
Benjamin F. Edwards & Company
Missouri
$653K -$448 -43 -0.1%
CWM
329
CIBC World Markets
New York
$653K -$774K -74,309 -53%
CAM
330
Cresset Asset Management
Illinois
$652K +$38.5K +3,693 +6%
PAG
331
Private Advisor Group
New Jersey
$646K -$17K -1,631 -2%
Bessemer Group
332
Bessemer Group
New Jersey
$644K +$135 +13 +0%
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$644K +$680K +65,274 New
APG
334
Abacus Planning Group
South Carolina
$629K +$48.5K +4,655 +8%
OAM
335
Oppenheimer Asset Management
New York
$629K -$115 -11 -0%
OWA
336
One Wealth Advisors
California
$620K +$106K +10,201 +19%
NMERB
337
New Mexico Educational Retirement Board
New Mexico
$615K +$35.4K +3,400 +6%
BCV
338
Banque Cantonale Vaudoise
Switzerland
$611K -$335K -32,141 -34%
PTC
339
Philadelphia Trust Company
Pennsylvania
$611K +$645K +61,982 New
BMCM
340
Burns Matteson Capital Management
New York
$599K +$632K +60,718 New
WA
341
WealthTrust Axiom
Pennsylvania
$595K -$14.3K -1,369 -2%
CIC
342
Canal Insurance Company
South Carolina
$592K
CS
343
Candriam SCA
Luxembourg
$592K
SIS
344
Strategic Investment Solutions
Illinois
$586K +$580K +55,739 +9,512%
MAM
345
Meeder Asset Management
Ohio
$582K -$5.34K -513 -0.9%
BC
346
Bruce & Co
Illinois
$581K -$13.4K -1,287 -2%
HLCM
347
Hi-Line Capital Management
South Dakota
$575K
SF
348
Synovus Financial
Georgia
$572K -$6.88K -661 -1%
SIP
349
Stoneridge Investment Partners
Pennsylvania
$562K -$12.3K -1,180 -2%
AWM
350
AE Wealth Management
Kansas
$561K -$248K -23,846 -30%

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.