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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
376
Daymark Wealth Partners
Ohio
$533K +$699 +58 +0.1%
EH
377
Equitable Holdings
New York
$529K +$9.32K +774 +2%
AAS
378
Avantax Advisory Services
Texas
$506K -$9.19K -763 -2%
AIM
379
Athena Investment Management
California
$504K -$530 -44 -0.1%
RJT
380
Raymond James Trust
Florida
$503K -$25.2K -2,089 -5%
FIM
381
Fruth Investment Management
Texas
$502K
AG
382
Ascent Group
Virginia
$501K -$6.76K -561 -1%
BRWA
383
B. Riley Wealth Advisors
Florida
$499K +$139K +11,554 +30%
KCM
384
Kornitzer Capital Management
Kansas
$497K -$22.9K -1,898 -4%
IC
385
IEQ Capital
California
$497K +$61.6K +5,114 +14%
LFA
386
LGT Financial Advisors
Texas
$483K
Verition Fund Management
387
Verition Fund Management
Connecticut
$482K +$352K +29,213 +262%
FTDI
388
First Trust Direct Indexing
Massachusetts
$481K +$56.3K +4,672 +13%
GCP
389
GSA Capital Partners
United Kingdom
$476K +$480K +39,879 New
NB
390
Norinchukin Bank
Japan
$474K -$6.13K -509 -1%
KRSITF
391
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$473K -$37.9K -3,149 -7%
SC
392
Savant Capital
Illinois
$471K -$23.1K -1,917 -5%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$465K +$40K +3,323 +9%
TMAM
394
Tokio Marine Asset Management
Japan
$465K +$88.9K +7,384 +23%
USAA
395
United Services Automobile Association
Texas
$462K
MCM
396
Mengis Capital Management
Oregon
$460K +$18.6K +1,546 +4%
EF
397
Empirical Finance
Pennsylvania
$459K +$17.8K +1,477 +4%
MGP
398
Metis Global Partners
California
$457K -$6.44K -535 -1%
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$455K +$1.14K +95 +0.3%
HAG
400
HighPoint Advisor Group
Illinois
$453K +$71.3K +5,921 +17%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.