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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
HLCM
351
Hi-Line Capital Management
South Dakota
$692K -$4.06K -337 -0.6%
EP
352
Edgestream Partners
New Jersey
$691K +$697K +57,863 New
ACA
353
Atlas Capital Advisors
Wyoming
$690K +$688K +57,112 +8,136%
MWPCG
354
Measured Wealth Private Client Group
New Hampshire
$685K +$22.5K +1,866 +3%
CA
355
Carson Advisory
Georgia
$660K +$67.5K +5,600 +11%
WA
356
WealthTrust Axiom
Pennsylvania
$659K -$17K -1,413 -2%
PWM
357
Power Wealth Management
Georgia
$658K +$228K +18,916 +52%
ASN
358
Advisory Services Network
Georgia
$649K -$876K -72,690 -57%
PHS
359
Pekin Hardy Strauss
Illinois
$644K +$649K +53,895 New
DWM
360
Dakota Wealth Management
Florida
$642K +$49.4K +4,104 +8%
SAI
361
Systematic Alpha Investments
New Jersey
$630K +$12 +1 +0%
BIAS
362
Beacon Investment Advisory Services
New Jersey
$628K -$43K -3,570 -6%
CIP
363
Convergence Investment Partners
Florida
$625K +$361K +29,944 +133%
WC
364
Wexford Capital
Florida
$619K +$624K +51,840 New
MIH
365
Meitav Investment House
Israel
$617K
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$614K +$41.4K +3,434 +7%
BG
367
Benedetti & Gucer
Georgia
$612K -$8.48K -704 -1%
DF
368
Donoghue Forlines
Massachusetts
$611K -$183K -15,220 -23%
SWP
369
Stratos Wealth Partners
Ohio
$592K +$68K +5,648 +13%
MLICM
370
Metropolitan Life Insurance Company (MetLife)
New York
$578K -$5.37K -446 -0.9%
EI
371
Ethic Inc
New York
$569K +$57.1K +4,742 +11%
FM
372
Foster & Motley
Ohio
$559K -$31.5K -2,619 -5%
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
$555K -$37.4K -3,104 -6%
FA
374
FDx Advisors
Illinois
$538K -$530K -43,985 -49%
MNBTD
375
Moody National Bank Trust Division
Texas
$535K +$53.3K +4,424 +11%

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.