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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
PCM
351
Palouse Capital Management
Washington
$550K -$1.76K -184 -0.4%
CA
352
Carson Advisory
Georgia
$538K -$22.1K -2,303 -4%
DWM
353
Dakota Wealth Management
Florida
$538K -$4.83K -504 -1%
Balyasny Asset Management
354
Balyasny Asset Management
Illinois
$537K -$24.4M -2,552,840 -98%
FM
355
Foster & Motley
Ohio
$535K +$159K +16,555 +50%
MLICM
356
Metropolitan Life Insurance Company (MetLife)
New York
$529K -$7.63K -797 -2%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$520K -$1.63K -170 -0.4%
FNF
358
Fidelity National Financial
Florida
$520K
AG
359
Ascent Group
Virginia
$508K +$977 +102 +0.2%
APM
360
Advanced Portfolio Management
New York
$505K +$447K +46,669 New
Squarepoint
361
Squarepoint
New York
$505K +$135K +14,085 +43%
IPW
362
Impact Partnership Wealth
Georgia
$494K +$119K +12,448 +38%
SSA
363
Schonfeld Strategic Advisors
New York
$489K +$324K +33,846 +299%
DWP
364
Daymark Wealth Partners
Ohio
$483K -$4.45K -465 -1%
RJT
365
Raymond James Trust
Florida
$479K -$19.4K -2,026 -4%
SWP
366
Stratos Wealth Partners
Ohio
$475K -$93.7K -9,785 -18%
KCM
367
Kornitzer Capital Management
Kansas
$471K -$23.4K -2,444 -5%
EH
368
Equitable Holdings
New York
$471K +$22K +2,300 +6%
AAS
369
Avantax Advisory Services
Texas
$468K +$3.18K +332 +0.8%
VCA
370
Verdence Capital Advisors
Maryland
$467K +$795 +83 +0.2%
EI
371
Ethic Inc
New York
$464K +$7.55K +789 +2%
KRSITF
372
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$463K -$17.7K -1,844 -4%
Swedbank
373
Swedbank
Sweden
$463K -$814 -85 -0.2%
AIM
374
Athena Investment Management
California
$458K +$48 +5 +0%
FIM
375
Fruth Investment Management
Texas
$455K +$1.92K +200 +0.5%

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.