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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
BCM
326
Bayesian Capital Management
New York
$689K +$609K +63,635 New
NMERB
327
New Mexico Educational Retirement Board
New Mexico
$675K
Envestnet Portfolio Solutions
328
Envestnet Portfolio Solutions
Illinois
$674K -$28.7K -2,997 -5%
OWA
329
One Wealth Advisors
California
$667K -$12.6K -1,315 -2%
TI
330
Tidal Investments
Wisconsin
$662K -$251K -26,217 -30%
OAM
331
Oppenheimer Asset Management
New York
$651K -$35.1K -3,664 -6%
CIC
332
Canal Insurance Company
South Carolina
$650K
Walleye Trading
333
Walleye Trading
New York
$648K -$952K -99,390 -62%
HLCM
334
Hi-Line Capital Management
South Dakota
$631K
BC
335
Bruce & Co
Illinois
$631K
CCIA
336
Campbell & Co Investment Adviser
Maryland
$630K +$51.9K +5,424 +10%
CC
337
Corton Capital
Ontario, Canada
$617K +$97.5K +10,183 +22%
SIP
338
Stoneridge Investment Partners
Pennsylvania
$615K -$2.7K -282 -0.5%
WA
339
WealthTrust Axiom
Pennsylvania
$613K -$35.9K -3,744 -6%
BIAS
340
Beacon Investment Advisory Services
New Jersey
$608K -$99.2K -10,363 -16%
MWPCG
341
Measured Wealth Private Client Group
New Hampshire
$601K +$532K +55,514 New
CL
342
CSS LLC
Illinois
$599K -$211K -22,000 -28%
IMCOOI
343
Investment Management Corp of Ontario (IMCO)
Canada
$598K +$269K +28,046 +103%
Bessemer Group
344
Bessemer Group
New Jersey
$573K -$117K -12,265 -19%
SAI
345
Systematic Alpha Investments
New Jersey
$571K -$10 -1 -0%
KBG
346
Kahn Brothers Group
New York
$567K -$159K -16,632 -24%
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$566K -$3.54K -370 -0.7%
BG
348
Benedetti & Gucer
Georgia
$562K -$9.24K -965 -2%
AC
349
Avestar Capital
New York
$561K -$392K -40,964 -44%
MIH
350
Meitav Investment House
Israel
$560K

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.