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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
351
Dubuque Bank & Trust
Iowa
$1.36M -$119K -2,468 -9%
GCP
352
GSA Capital Partners
United Kingdom
$1.36M -$8.5M -176,785 -88%
MBT
353
Monroe Bank & Trust
Michigan
$1.34M -$216K -4,502 -15%
PCM
354
Penn Capital Management
Pennsylvania
$1.33M -$705K -14,659 -37%
CBOA
355
Commonwealth Bank of Australia
Australia
$1.33M -$17K -353 -1%
LMGAM
356
Liberty Mutual Group Asset Management
Massachusetts
$1.31M -$573K -11,915 -33%
CCM
357
Cribstone Capital Management
Maine
$1.31M +$1.17M +24,422 New
AAF
358
Andra AP-fonden
Sweden
$1.29M -$111K -2,300 -9%
MWM
359
Mission Wealth Management
California
$1.27M +$1.13M +23,438 New
TWA
360
TCI Wealth Advisors
Arizona
$1.26M -$625K -12,989 -36%
CTA
361
Chesley Taft & Associates
Illinois
$1.26M +$1.12M +23,230 New
CCM
362
Cadence Capital Management
Massachusetts
$1.24M -$1.77M -36,736 -62%
BOS
363
Bank of Stockton
California
$1.21M -$36.5K -760 -3%
DILH
364
Dai-ichi Life Holdings
Japan
$1.21M -$665K -13,825 -38%
BCM
365
Beck Capital Management
Texas
$1.2M +$1.07M +22,260 New
FAAS
366
First Allied Advisory Services
California
$1.2M +$182K +3,784 +21%
WIA
367
Westbourne Investment Advisors
Maryland
$1.19M +$1.05M +21,910 New
CI
368
Constellation Investments
Ohio
$1.16M +$14.4K +300 +1%
GC
369
Gruss & Co
Florida
$1.16M +$1.03M +21,500 New
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$1.16M -$134K -2,786 -11%
FP
371
FDO Partners
Massachusetts
$1.15M +$1.02M +21,314 New
EA
372
Euclid Advisors
Connecticut
$1.14M +$1.01M +21,077 New
CSS
373
Cubist Systematic Strategies
Connecticut
$1.12M -$3.04M -63,224 -75%
Creative Planning
374
Creative Planning
Kansas
$1.11M -$106K -2,207 -10%
HCMT
375
Highland Capital Management (Tennessee)
Tennessee
$1.08M +$64.1K +1,332 +7%

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.