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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
401
Independent Portfolio Consultants
Florida
$514K -$18.3K -520 -4%
HCM
402
Hodges Capital Management
Texas
$510K
MERSOM
403
Municipal Employees' Retirement System of Michigan
Michigan
$500K +$461K +13,100 New
GI
404
GAMCO Investors
Connecticut
$496K
HAIM
405
Hunter Associates Investment Management
Pennsylvania
$489K -$24.6K -700 -5%
SOAMC
406
Spirit of America Management Corp
New York
$485K +$447K +12,700 New
FHB
407
First Hawaiian Bank
Hawaii
$480K +$13.6K +387 +3%
ST
408
Smithfield Trust
Pennsylvania
$476K -$2.04K -58 -0.5%
Bessemer Group
409
Bessemer Group
New Jersey
$472K +$400K +11,376 +1,160%
DILH
410
Dai-ichi Life Holdings
Japan
$467K
Creative Planning
411
Creative Planning
Kansas
$464K +$669 +19 +0.2%
BC
412
Banced Corp
Illinois
$457K +$422K +11,980 New
RG
413
Rathbones Group
United Kingdom
$454K
WCM
414
Washington Capital Management
Washington
$441K -$2.33M -66,135 -85%
MPIA
415
Mountain Pacific Investment Advisers
Idaho
$439K
HNB
416
Huntington National Bank
Ohio
$438K -$98.9K -2,810 -20%
ATC
417
Adirondack Trust Company
New York
$435K
Daiwa Securities Group
418
Daiwa Securities Group
Japan
$431K -$21.1K -600 -5%
SCM
419
Stonebridge Capital Management
California
$429K
OA
420
OFI Advisors
Pennsylvania
$422K -$75.1K -2,134 -16%
CB
421
Commerce Bank
Missouri
$421K
GAM
422
Gotham Asset Management
New York
$408K -$4.18M -118,600 -92%
FNBT
423
FineMark National Bank & Trust
Florida
$403K +$214K +6,072 +135%
CA
424
Cetera Advisors
Colorado
$387K +$30.7K +871 +9%
TRCT
425
Tower Research Capital (TRC)
New York
$384K +$141K +4,010 +66%

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.