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Viatris

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25%70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 542568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LRIC
376
Long Road Investment Counsel
Michigan
$509K
CCM
377
Cadence Capital Management
Massachusetts
$503K -$797K -19,759 -60%
SDIC
378
South Dakota Investment Council
South Dakota
$487K
KRSITF
379
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$486K -$98.6K -2,446 -16%
GHAM
380
Gilman Hill Asset Management
Connecticut
$484K +$161K +3,990 +47%
AG
381
Advisor Group
Arizona
$468K -$90.8K -2,252 -16%
JMPWA
382
JP Morgan Private Wealth Advisors
California
$462K +$67.3K +1,670 +16%
BCP
383
Berkeley Capital Partners
Georgia
$453K +$116K +2,875 +33%
MSV
384
MN Services Vermogensbeheer
Netherlands
$442K +$19.2K +477 +4%
RIL
385
Rothschild Investment LLC
Illinois
$438K +$100K +2,480 +28%
CA
386
Cornerstone Advisors
North Carolina
$429K +$443K +11,000 New
BOS
387
Bank of Stockton
California
$428K -$4.43K -110 -1%
CIM
388
CIM Investment Management
Pennsylvania
$425K -$42.3K -1,050 -9%
PVWM
389
Point View Wealth Management
New Jersey
$412K +$22.2K +550 +5%
Bank of Nova Scotia
390
Bank of Nova Scotia
Ontario, Canada
$410K +$7.9K +196 +2%
CC
391
ClearArc Capital
Ohio
$405K +$2.7K +67 +0.6%
PNC
392
Park National Corp
Ohio
$405K +$200K +4,954 +91%
JWA
393
JFS Wealth Advisors
Pennsylvania
$402K
William Blair & Company
394
William Blair & Company
Illinois
$401K +$65.1K +1,616 +20%
DC
395
Davenport & Co
Virginia
$398K
RJT
396
Raymond James Trust
Florida
$398K +$104K +2,583 +34%
CI
397
Conning Inc
Connecticut
$395K +$5.24K +130 +1%
AA
398
AQR Arbitrage
Connecticut
$390K +$403K +10,000 New
SC
399
Scotia Capital
Ontario, Canada
$386K -$208K -5,165 -34%
TAM
400
Tyers Asset Management
Texas
$376K +$40.6K +1,008 +12%

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.