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Viatris

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25%70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 542568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
401
Eaton Vance Management
Massachusetts
$375K
Federated Hermes
402
Federated Hermes
Pennsylvania
$368K -$21.9K -543 -5%
DBIA
403
Dumont & Blake Investment Advisors
New Jersey
$367K
PI
404
Putnam Investments
Massachusetts
$366K -$3.65M -90,503 -91%
FAAS
405
First Allied Advisory Services
California
$360K -$29.6K -734 -7%
WP
406
WealthSource Partners
California
$357K +$369K +9,153 New
LTFS
407
Ladenburg Thalmann Financial Services
Florida
$356K -$74.1K -1,839 -17%
EDRH
408
Edmond de Rothschild Holding
Switzerland
$354K -$224K -5,567 -39%
SCM
409
Stonebridge Capital Management
California
$351K
PAMG
410
Patton Albertson Miller Group
Tennessee
$344K -$198K -4,914 -35%
NBC
411
Neuberger Berman Canada
Ontario, Canada
$343K +$355K +8,795 New
IAA
412
Ironsides Asset Advisors
North Carolina
$341K -$274K -6,785 -44%
BTS
413
BB&T Securities
Virginia
$334K -$60.1K -1,490 -15%
SWP
414
Stratos Wealth Partners
Ohio
$330K +$33.3K +826 +11%
NERM
415
New England Research & Management
Illinois
$329K +$10.1K +250 +3%
Victory Capital Management
416
Victory Capital Management
Texas
$327K -$543K -13,476 -62%
EGA
417
E&G Advisors
Texas
$318K +$40.3K +1,000 +14%
Envestnet Asset Management
418
Envestnet Asset Management
Illinois
$317K -$25.7K -638 -7%
EWM
419
Evermay Wealth Management
Virginia
$307K +$75.5K +1,874 +31%
AIA
420
AIMZ Investment Advisors
California
$305K
CMANY
421
Capital Management Associates (New York)
New York
$296K -$149K -3,700 -33%
MWM
422
Mission Wealth Management
California
$291K
Lido Advisors
423
Lido Advisors
California
$285K +$307K +7,622 New
BFM
424
Boothbay Fund Management
New York
$283K +$292K +7,246 New
Truist Financial
425
Truist Financial
North Carolina
$279K +$14.4K +357 +5%

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.