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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
BRWM
376
B. Riley Wealth Management
Tennessee
$268K +$274K +7,311 New
Cambridge Investment Research Advisors
377
Cambridge Investment Research Advisors
Iowa
$266K -$1.12M -29,715 -80%
Lido Advisors
378
Lido Advisors
California
$264K
AIA
379
AIMZ Investment Advisors
California
$262K
KAM
380
Kazazian Asset Management
Florida
$256K +$263K +7,000 New
IRC
381
Investors Research Corp
Georgia
$251K -$11.3K -300 -4%
FAAS
382
First Allied Advisory Services
California
$250K +$23.5K +625 +10%
AG
383
Advisor Group
Arizona
$247K -$10K -267 -4%
CANY
384
Caxton Associates (New York)
New York
$247K +$254K +6,759 New
SBL
385
Sargent Bickham Lagudis
Colorado
$241K
DILIC
386
Dai-ichi Life Insurance Company
Japan
$238K
W
387
Wealthfront
California
$237K +$243K +6,482 New
NL
388
NWAM LLC
Washington
$235K -$938 -25 -0.4%
FRM
389
Fox Run Management
Connecticut
$234K -$364K -9,684 -60%
LOAME
390
Lombard Odier Asset Management (Europe)
United Kingdom
$226K
SICM
391
Sustainable Insight Capital Management
New York
$226K +$232K +6,171 New
JWA
392
JFS Wealth Advisors
Pennsylvania
$218K
RIM
393
Rampart Investment Management
Connecticut
$210K -$208K -5,531 -22%
GI
394
GAMCO Investors
Connecticut
$209K -$30K -800 -12%
KCM
395
Kendall Capital Management
Maryland
$202K -$204K -5,435 -50%
ECM
396
ETrade Capital Management
Virginia
$202K +$207K +5,509 New
Truist Financial
397
Truist Financial
North Carolina
$202K +$207K +5,519 New
CI
398
Cowen Inc
New York
$201K +$206K +5,500 New
MA
399
Montag & Associates
Georgia
$200K -$3.85M -102,683 -95%
HCM
400
Highlander Capital Management
New Jersey
$199K

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.