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Viatris

1,000 hedge funds and large institutions have $11.1B invested in Viatris in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 347 increasing their positions, 359 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 71

16% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $32.8M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $10.4B → $11.1B (+$683M)

1% more funds holding

Funds holding: 9951,000 (+5)

3% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 359

2.16% less ownership

Funds ownership: 82.12%79.96% (-2.2%)

Holders
1,000
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
87
Increased
347
Reduced
359
Closed
71
Calls
$38.1M
Puts
$32.8M
Net Calls
+$5.32M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
376
Ethic Inc
New York
$569K -$304K -26,339 -36%
NB
377
Norinchukin Bank
Japan
$567K +$78.7K +6,818 +16%
BWA
378
Beam Wealth Advisors
Louisiana
$559K -$18.4K -1,592 -3%
FM
379
Foster & Motley
Ohio
$553K +$9.89K +857 +2%
WA
380
WealthTrust Axiom
Pennsylvania
$548K -$23.4K -2,031 -4%
P
381
&Partners
Tennessee
$541K +$273K +23,689 +104%
PAM
382
Panagora Asset Management
Massachusetts
$516K -$92 -8 -0%
SIC
383
Salem Investment Counselors
North Carolina
$516K -$49.7K -4,310 -9%
AAS
384
Avantax Advisory Services
Texas
$510K -$196K -16,992 -28%
EH
385
Equitable Holdings
New York
$505K -$14K -1,216 -3%
PSC
386
Portman Square Capital
United Kingdom
$496K -$515K -44,619 -51%
BIAS
387
Beacon Investment Advisory Services
New Jersey
$495K -$42.2K -3,662 -8%
TSWM
388
Tyler-Stone Wealth Management
Ohio
$493K +$187K +16,239 +62%
AIM
389
Alhambra Investment Management
Florida
$488K +$140K +12,149 +41%
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$487K +$17.7K +1,533 +4%
AIM
391
Athena Investment Management
California
$485K -$669 -58 -0.1%
HAG
392
HighPoint Advisor Group
Illinois
$473K +$381 +33 +0.1%
SC
393
Savant Capital
Illinois
$469K +$28.4K +2,466 +6%
FIM
394
Fruth Investment Management
Texas
$469K -$17.3K -1,500 -4%
IMCOOI
395
Investment Management Corp of Ontario (IMCO)
Canada
$459K -$446K -38,662 -49%
BG
396
Bellevue Group
Switzerland
$456K +$147K +12,752 +48%
PP
397
Prudential plc
United Kingdom
$455K +$286K +24,810 +173%
AC
398
Avestar Capital
New York
$454K +$110K +9,539 +32%
EF
399
Empirical Finance
Pennsylvania
$452K +$11.3K +983 +3%
TMAM
400
Tokio Marine Asset Management
Japan
$452K

VTRS Hedge Fund Activity: Q3 2024 in Review

1,000 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2024, worth a combined $11.1B — up 6.6% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VTRS positions and 71 closed out — a net gain of 16 holders — while 347 added to existing stakes and 359 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.3M. The largest seller was Pacer Advisors, cutting an estimated $441M.

  • 1,000 institutional investors held Viatris (VTRS) as of Q3 2024, up from 995 in Q2 2024.
  • Funds reported $11.1B of Viatris stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q3 2024 and 71 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q3 2024 was Millennium Management, an estimated $62.3M added.
  • The largest Viatris seller in Q3 2024 was Pacer Advisors, an estimated $441M sold.

Based on aggregated 13F filings for Q3 2024.