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Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
376
Kornitzer Capital Management
Kansas
$453K -$76.9K -7,384 -14%
CIBC World Market
377
CIBC World Market
Ontario, Canada
$452K -$6.66K -640 -1%
DWP
378
Daymark Wealth Partners
Ohio
$444K -$9.74K -935 -2%
1IA
379
1620 Investment Advisors
Massachusetts
$441K -$15K -1,436 -3%
KRSITF
380
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$440K +$16K +1,541 +4%
ESCM
381
Echo Street Capital Management
New York
$436K +$461K +44,254 New
SMC
382
Smith, Moore & Co
Missouri
$430K -$2.76K -265 -0.6%
MGP
383
Metis Global Partners
California
$429K +$76.2K +7,321 +20%
GT
384
Greenleaf Trust
Michigan
$426K +$7.4K +711 +2%
VCA
385
Verdence Capital Advisors
Maryland
$424K +$16.4K +1,576 +4%
KCM
386
Kathmere Capital Management
Pennsylvania
$424K -$14.5K -1,396 -3%
AAS
387
Avantax Advisory Services
Texas
$422K -$1.16K -111 -0.3%
PI
388
PEAK6 Investments
Illinois
$422K +$446K +42,841 New
Swedbank
389
Swedbank
Sweden
$422K +$118K +11,298 +36%
API
390
Advisor Partners II
California
$417K +$29.6K +2,839 +7%
AIM
391
Athena Investment Management
California
$417K -$385 -37 -0.1%
IC
392
IEQ Capital
California
$416K +$77.3K +7,422 +21%
EI
393
Ethic Inc
New York
$416K -$29.7K -2,848 -6%
LFA
394
LGT Financial Advisors
Texas
$415K +$34.6K +3,325 +9%
FIM
395
Fruth Investment Management
Texas
$412K -$2.08K -200 -0.5%
CCM
396
Chiron Capital Management
Florida
$411K -$182K -17,500 -30%
PGFC
397
Peapack-Gladstone Financial Corp
New Jersey
$407K -$54.4K -5,221 -11%
EH
398
Equitable Holdings
New York
$406K +$27.3K +2,626 +7%
NB
399
Norinchukin Bank
Japan
$405K -$150K -14,414 -26%
TCM
400
Twin Capital Management
Pennsylvania
$404K -$19.8K -1,897 -4%

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.