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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
SW
326
SteelPeak Wealth
California
$866K +$677K +56,168 +343%
Bank of Nova Scotia
327
Bank of Nova Scotia
Ontario, Canada
$866K -$2.67M -221,290 -75%
Wellington Management Group
328
Wellington Management Group
Massachusetts
$865K -$54.8K -4,549 -6%
OWA
329
One Wealth Advisors
California
$860K +$126K +10,462 +17%
CAM
330
Cresset Asset Management
Illinois
$851K +$61.5K +5,108 +8%
OAM
331
Oppenheimer Asset Management
New York
$849K +$132K +10,985 +18%
IMCOOI
332
Investment Management Corp of Ontario (IMCO)
Canada
$849K +$191K +15,891 +29%
SAM
333
Securian Asset Management
Minnesota
$844K -$63.5K -5,275 -7%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$833K -$32.5K -2,700 -4%
Credit Agricole
335
Credit Agricole
France
$828K +$469K +38,934 +110%
PA
336
Profund Advisors
Maryland
$812K -$68.5K -5,683 -8%
BBVA
337
Banco Bilbao Vizcaya Argentaria
Spain
$788K -$1.06M -87,869 -57%
BFEC
338
Benjamin F. Edwards & Company
Missouri
$781K -$8.01K -665 -1%
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$774K +$151K +12,551 +24%
BCM
340
Birmingham Capital Management
Alabama
$773K -$84K -6,972 -10%
TI
341
Tidal Investments
Wisconsin
$765K +$35.7K +2,967 +5%
QIM
342
Quantitative Investment Management
Virginia
$761K +$320K +26,594 +72%
FF
343
Friedenthal Financial
New Jersey
$755K +$762K +63,249 New
SC
344
Scotia Capital
Ontario, Canada
$737K -$1.49M -123,733 -67%
WS
345
Wedbush Securities
California
$732K -$36.6K -3,040 -5%
NMERB
346
New Mexico Educational Retirement Board
New Mexico
$722K -$22.9K -1,900 -3%
CIC
347
Canal Insurance Company
South Carolina
$716K
SIC
348
Salem Investment Counselors
North Carolina
$708K -$143K -11,912 -17%
NFC
349
Northeast Financial Consultants
Connecticut
$701K -$1.38M -114,464 -66%
BC
350
Bruce & Co
Illinois
$696K

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.