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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Pinnacle Associates
New York
$634K
AIM
377
abrdn Investment Management
United Kingdom
$625K -$4.93K -140 -0.8%
AF
378
Arrow Financial
New York
$615K +$66.5K +1,889 +13%
V
379
Veritable
Delaware
$600K -$9.61K -273 -2%
MCM
380
MAI Capital Management
Ohio
$599K
BF
381
BOK Financial
Oklahoma
$596K +$19.3K +549 +4%
ANRIA
382
American National Registered Investment Advisor
Texas
$583K -$53.9K -1,530 -9%
DD
383
Dominick & Dominick
New York
$576K -$204K -5,800 -28%
HCC
384
Hirtle Callaghan & Co
Pennsylvania
$573K +$528K +15,000 New
GDF
385
Graham & Dodd Fund
New York
$570K +$526K +14,937 New
IIM
386
Intact Investment Management
Quebec, Canada
$565K +$521K +14,800 New
CI
387
Constellation Investments
Ohio
$564K +$33.4K +950 +7%
NSEDCP
388
NJ State Employees Deferred Compensation Plan
New Jersey
$563K
JWA
389
JFS Wealth Advisors
Pennsylvania
$562K
LMF
390
LMR Master Fund
Cayman Islands
$553K -$417K -11,852 -45%
PI
391
Putnam Investments
Massachusetts
$551K +$1.06K +30 +0.2%
NB
392
Norinchukin Bank
Japan
$547K +$40.2K +1,141 +9%
MNBTD
393
Moody National Bank Trust Division
Texas
$538K -$53K -1,505 -10%
ClearBridge Investments
394
ClearBridge Investments
New York
$536K -$2.11M -60,031 -81%
B
395
Baird
Wisconsin
$533K -$12.4K -353 -2%
SIM
396
SSI Investment Management
California
$532K +$491K +13,960 New
CTC
397
Central Trust Company
Missouri
$526K -$23K -652 -5%
LBC
398
Lowe Brockenbrough & Co
Virginia
$520K +$480K +13,624 New
1GA
399
1st Global Advisors
Texas
$519K +$67.2K +1,909 +16%
KRSITF
400
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$519K +$479K +13,603 New

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.