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Viatris

661 hedge funds and large institutions have $19.3B invested in Viatris in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 249 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

29% more capital invested

Capital invested by funds: $15B → $19.3B (+$4.3B)

5% more funds holding

Funds holding: 629661 (+32)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 249

38% less call options, than puts

Call options by funds: $321M | Put options by funds: $517M

Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
17.63%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.8%
New
98
Increased
211
Reduced
249
Closed
54
Calls
$321M
Puts
$517M
Net Calls
-$196M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$1.17M +$143K +2,666 +15%
KeyBank National Association
402
KeyBank National Association
Ohio
$1.15M -$9.56K -178 -0.9%
VKH
403
Virtu KCG Holdings
New York
$1.14M -$2.82M -52,490 -72%
USGIU
404
U.S. Global Investors (USGI)
Texas
$1.13M +$295K +5,500 +38%
Mackenzie Financial
405
Mackenzie Financial
Ontario, Canada
$1.13M +$1.07M +20,000 New
Rafferty Asset Management
406
Rafferty Asset Management
New York
$1.12M +$727K +13,542 +212%
SCM
407
Shelton Capital Management
Colorado
$1.12M +$161K +3,006 +18%
William Blair & Company
408
William Blair & Company
Illinois
$1.09M -$91.3K -1,700 -8%
SIM
409
Sentry Investment Management
Wisconsin
$1.06M
NAM
410
NTV Asset Management
West Virginia
$1.05M -$2.69K -50 -0.3%
TDC
411
Thompson Davis & Co
Virginia
$1.03M +$898K +16,718 +1,045%
SWA
412
SFMG Wealth Advisors
Texas
$1.03M -$16.1K -300 -2%
QT
413
Quantbot Technologies
New York
$1.03M -$5.9M -109,916 -86%
WPW
414
Waldron Private Wealth
Pennsylvania
$1.02M
TMAM
415
Tokio Marine Asset Management
Japan
$1M -$489K -9,110 -34%
DL
416
Delta Lloyd
Netherlands
$995K +$7.14K +133 +0.8%
BB
417
Bell Bank
North Dakota
$980K -$14.5K -270 -2%
CI
418
Constellation Investments
Ohio
$943K +$25.5K +475 +3%
Two Sigma Investments
419
Two Sigma Investments
New York
$911K +$868K +16,168 New
JIC
420
Johnson Investment Counsel
Ohio
$902K -$232K -4,329 -21%
V
421
Veritable
Delaware
$900K -$40.8K -759 -5%
PAMG
422
Patton Albertson Miller Group
Tennessee
$881K +$421K +7,845 +101%
Toronto Dominion Bank
423
Toronto Dominion Bank
Ontario, Canada
$871K +$450K +8,382 +119%
CG
424
Clinton Group
New York
$867K -$405K -7,537 -33%
AIM
425
abrdn Investment Management
United Kingdom
$866K -$15.1K -282 -2%

VTRS Hedge Fund Activity: Q4 2014 in Review

661 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2014, worth a combined $19.3B — up 29% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VTRS positions and 54 closed out — a net gain of 44 holders — while 211 added to existing stakes and 249 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $159M.

  • 661 institutional investors held Viatris (VTRS) as of Q4 2014, up from 629 in Q3 2014.
  • Funds reported $19.3B of Viatris stock for Q4 2014, up 29% quarter-over-quarter.
  • 98 funds opened new Viatris positions in Q4 2014 and 54 closed out, a net change of +44 holders.
  • The largest Viatris buyer in Q4 2014 was T. Rowe Price Associates, an estimated $208M added.
  • The largest Viatris seller in Q4 2014 was Bank of America, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2014.