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Viatris

434 hedge funds and large institutions have $8.86B invested in Viatris in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 155 increasing their positions, 145 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more capital invested

Capital invested by funds: $8.42B → $8.86B (+$442M)

1.11% more ownership

Funds ownership: 85.92%87.03% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 145

2% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 66

5% less call options, than puts

Call options by funds: $234M | Put options by funds: $246M

1% less funds holding

Funds holding: 439434 (-5)

Holders
434
Holders Change
-5
Holders Change %
-1.14%
% of All Funds
9.52%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
65
Increased
155
Reduced
145
Closed
66
Calls
$234M
Puts
$246M
Net Calls
-$12.6M
Net Calls Change
-$83M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
376
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
BFEC
377
Benjamin F. Edwards & Company
Missouri
$12K +$1.96K +100 +19%
SFS
378
Sowell Financial Services
Arkansas
$12K +$11.6K +594 New
APA
379
American Portfolios Advisors
New York
$11.6K -$5.02K -256 -30%
CIAS
380
Capital Investment Advisory Services
North Carolina
$11K
WTC
381
WhitTier Trust Company
Nevada
$11K
AF
382
Advisornet Financial
Minnesota
$11K +$5.88K +300 +112%
SSB
383
Sandy Spring Bank
Maryland
$10K +$9.8K +500 New
PCG
384
Private Capital Group
Connecticut
$9K +$392 +20 +4%
ZB
385
Zions Bancorporation
Utah
$9K +$8.02K +409 +610%
MUS
386
Mitsubishi UFJ Securities
Japan
$8K
PFSC
387
Peoples Financial Services Corp
Pennsylvania
$8K
FGAM
388
Financial Gravity Asset Management
Texas
$7K +$2.39K +122 +57%
FHA
389
First Horizon Advisors
Tennessee
$6K -$43.9K -2,237 -87%
APSP
390
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K
AWM
391
AllSquare Wealth Management
New York
$6K +$3.92K +200 +200%
RCAG
392
Rehmann Capital Advisory Group
Michigan
$5.38K
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$5K -$7.71K -393 -63%
AA
394
AlphaMark Advisors
Kentucky
$5K
EWM
395
Endurance Wealth Management
Rhode Island
$5K +$4.9K +250 New
EARNEST Partners
396
EARNEST Partners
Georgia
$4K
SIC
397
Salem Investment Counselors
North Carolina
$4K
TFGT
398
TS Financial Group (TSFG)
Illinois
$4K
FHA
399
Flagship Harbor Advisors
Massachusetts
$4K +$2.55K +130 +130%
BL
400
Balentine LLC
Georgia
$4K +$3.92K +200 New