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Viatris

474 hedge funds and large institutions have $12.4B invested in Viatris in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 191 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 153

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

11% more call options, than puts

Call options by funds: $172M | Put options by funds: $155M

5% more capital invested

Capital invested by funds: $11.8B → $12.4B (+$623M)

0.95% more ownership

Funds ownership: 83.72%84.67% (+0.95%)

6% less funds holding

Funds holding: 502474 (-28)

28% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 72

Holders
474
Holders Change
-28
Holders Change %
-5.58%
% of All Funds
10.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
52
Increased
191
Reduced
153
Closed
72
Calls
$172M
Puts
$155M
Net Calls
+$17.6M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mascoma Wealth Management
New Hampshire
$47K +$47.9K +1,641 New
FCA
377
FinTrust Capital Advisors
South Carolina
$44K
GLI
378
Guardian Life Insurance
New York
$42K +$758 +26 +2%
CAGAS
379
Capital Advisory Group Advisory Services
Minnesota
$41K
CAM
380
Cresset Asset Management
Illinois
$41K +$34.3K +1,175 +455%
IA
381
IFP Advisors
Florida
$32K -$62.4K -2,140 -66%
AIS
382
Accurate Investment Solutions
Pennsylvania
$31K
Marshall Wace
383
Marshall Wace
United Kingdom
$31K
TSW
384
Thompson Siegel & Walmsley
Virginia
$31K
PB
385
Pinnacle Bancorp
Nebraska
$30K +$12.3K +423 +66%
GRP
386
Global Retirement Partners
California
$27K +$14.6K +500 +107%
APA
387
American Portfolios Advisors
New York
$26.1K +$1.4K +48 +5%
S
388
SignatureFD
Georgia
$26K -$22.7K -777 -46%
CCM
389
Cribstone Capital Management
Maine
$26K -$2.39K -82 -8%
FHB
390
First Hawaiian Bank
Hawaii
$24K -$59.5K -2,041 -71%
CYG
391
Clean Yield Group
Vermont
$24K +$24.8K +850 New
IDBONY
392
Israel Discount Bank of New York
New York
$23K
PA
393
Parallel Advisors
California
$23K +$13K +446 +123%
NSIM
394
North Star Investment Management
Illinois
$23K +$23.6K +810 New
CIA
395
CSat Investment Advisory
Michigan
$22K +$6.07K +208 +36%
WAM
396
Wealthspire Advisors (Maryland)
Maryland
$22K +$9.94K +341 +77%
GI
397
Gradient Investments
Minnesota
$21K
LFG
398
Larson Financial Group
Missouri
$20K
NFG
399
Next Financial Group
Texas
$19K -$13.9K -478 -42%
FIB
400
First Interstate Bank
Montana
$19K

VTRS Hedge Fund Activity: Q1 2019 in Review

474 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2019, worth a combined $12.4B — up 5.3% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of VTRS and 52 opened new positions — a net loss of 20 holders — while 153 trimmed existing stakes and 191 added.

The largest buyer was Vanguard Group, adding an estimated $293M. The largest seller was Wellington Management Group, cutting an estimated $130M.

  • 474 institutional investors held Viatris (VTRS) as of Q1 2019, down from 502 in Q4 2018.
  • Funds reported $12.4B of Viatris stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 52 funds opened new Viatris positions in Q1 2019 and 72 closed out, a net change of -20 holders.
  • The largest Viatris buyer in Q1 2019 was Vanguard Group, an estimated $293M added.
  • The largest Viatris seller in Q1 2019 was Wellington Management Group, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2019.