We are live on ! Find out more
VTRS icon

Viatris

511 hedge funds and large institutions have $15.8B invested in Viatris in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $15.5B → $15.8B (+$257M)

0.04% less ownership

Funds ownership: 83.81%83.77% (-0.04%)

4% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 183

9% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 70

2% less funds holding

Funds holding: 520511 (-9)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

50% less call options, than puts

Call options by funds: $147M | Put options by funds: $292M

Holders
511
Holders Change
-9
Holders Change %
-1.73%
% of All Funds
11.68%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.39%
New
64
Increased
175
Reduced
183
Closed
70
Calls
$147M
Puts
$292M
Net Calls
-$145M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
351
Clear Harbor Asset Management
Connecticut
$364K -$101K -2,700 -19%
HIM
352
Hillsdale Investment Management
Ontario, Canada
$358K
KRSITF
353
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$356K +$1.16K +31 +0.3%
BTS
354
BB&T Securities
Virginia
$354K -$109K -2,904 -23%
SLAM
355
Swiss Life Asset Management
$352K -$1.29M -34,453 -78%
CI
356
Conning Inc
Connecticut
$350K -$38.5K -1,025 -10%
EVM
357
Eaton Vance Management
Massachusetts
$349K +$7.54K +201 +2%
IUHSA
358
Itau Unibanco Holding S.A.
Brazil
$343K -$87.4K -2,328 -20%
CII
359
Capital International Inc
California
$342K +$350K +9,334 New
V
360
Veritable
Delaware
$334K -$15.2K -405 -4%
BFG
361
Barber Financial Group
Kansas
$333K +$342K +9,112 New
FDS
362
First Dallas Securities
Texas
$331K -$204K -5,425 -37%
LC
363
Loews Corp
New York
$321K
SSW
364
Smith Shellnut Wilson
Mississippi
$312K +$320K +8,513 New
AAM
365
Advisors Asset Management
Colorado
$308K -$532K -14,185 -63%
IRF
366
IBM Retirement Fund
New York
$307K -$54.6K -1,454 -15%
MF
367
Magnetar Financial
Illinois
$304K -$1.76M -46,837 -85%
CAN
368
Cetera Advisor Networks
California
$287K +$80.4K +2,143 +37%
VC
369
Vicus Capital
Pennsylvania
$284K +$47.9K +1,277 +20%
QC
370
QCM Cayman
Texas
$284K +$291K +7,755 New
BOS
371
Bank of Stockton
California
$281K -$5.63K -150 -2%
RB
372
Rodgers Brothers
Pennsylvania
$279K -$9.38K -250 -3%
DC
373
Davenport & Co
Virginia
$277K
ED
374
Exane Derivatives
France
$274K +$282K +7,499 New
JIC
375
Johnson Investment Counsel
Ohio
$271K

VTRS Hedge Fund Activity: Q3 2018 in Review

511 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2018, worth a combined $15.8B — up 1.7% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VTRS and 64 opened new positions — a net loss of 6 holders — while 183 trimmed existing stakes and 175 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $141M. The largest seller was Greenlight Capital, exiting entirely with an estimated $248M sold.

  • 511 institutional investors held Viatris (VTRS) as of Q3 2018, down from 520 in Q2 2018.
  • Funds reported $15.8B of Viatris stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 64 funds opened new Viatris positions in Q3 2018 and 70 closed out, a net change of -6 holders.
  • The largest Viatris buyer in Q3 2018 was Viking Global Investors, an estimated $141M added.
  • The largest Viatris seller in Q3 2018 was Greenlight Capital, an estimated $248M sold.

Based on aggregated 13F filings for Q3 2018.