We are live on ! Find out more
VTRS icon

Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
376
Private Advisor Group
New Jersey
$455K -$226K -23,599 -36%
CCM
377
Cinctive Capital Management
New York
$450K +$398K +41,522 New
MG
378
Marex Group
$449K -$416K -43,406 -51%
SC
379
Savant Capital
Illinois
$448K +$23.5K +2,452 +6%
LFA
380
LGT Financial Advisors
Texas
$438K -$15.1K -1,580 -4%
MAM
381
Meeder Asset Management
Ohio
$438K -$178K -18,570 -31%
MNBTD
382
Moody National Bank Trust Division
Texas
$437K -$493K -51,453 -56%
NB
383
Norinchukin Bank
Japan
$435K -$8.9K -930 -2%
QCM
384
Quantinno Capital Management
New York
$433K -$94.7K -9,887 -20%
Rockefeller Capital Management
385
Rockefeller Capital Management
New York
$428K +$13.8K +1,446 +4%
AM
386
AGF Management
Ontario, Canada
$427K -$142K -14,878 -27%
SI
387
Stephens Inc
Arkansas
$425K +$9.48K +990 +3%
BRWA
388
B. Riley Wealth Advisors
Florida
$423K -$111K -11,554 -23%
MGP
389
Metis Global Partners
California
$420K -$44.5K -4,651 -11%
USAA
390
United Services Automobile Association
Texas
$419K +$61.7K +6,447 +20%
Brown Advisory
391
Brown Advisory
Maryland
$415K +$58.1K +6,071 +19%
HCM
392
Highlander Capital Management
New Jersey
$413K -$27K -2,816 -7%
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$411K +$1.06K +111 +0.3%
TAIM
394
Te Ahumairangi Investment Management
New Zealand
$402K -$422K -44,020 -54%
HAG
395
HighPoint Advisor Group
Illinois
$402K +$325K +33,960 New
QIM
396
Quantitative Investment Management
Virginia
$402K +$356K +37,189 New
EF
397
Empirical Finance
Pennsylvania
$400K -$15.7K -1,640 -4%
MCM
398
Mengis Capital Management
Oregon
$400K -$4K -418 -1%
IC
399
IEQ Capital
California
$395K -$54.9K -5,733 -14%
PWM
400
Power Wealth Management
Georgia
$392K +$347K +36,229 New

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.