We are live on ! Find out more
VTRS icon

Viatris

511 hedge funds and large institutions have $15.8B invested in Viatris in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $15.5B → $15.8B (+$257M)

0.04% less ownership

Funds ownership: 83.81%83.77% (-0.04%)

4% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 183

9% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 70

2% less funds holding

Funds holding: 520511 (-9)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

50% less call options, than puts

Call options by funds: $147M | Put options by funds: $292M

Holders
511
Holders Change
-9
Holders Change %
-1.73%
% of All Funds
11.68%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.39%
New
64
Increased
175
Reduced
183
Closed
70
Calls
$147M
Puts
$292M
Net Calls
-$145M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
401
First Horizon Advisors
Tennessee
$191K
RFA
402
Reilly Financial Advisors
California
$191K +$80.2K +2,137 +69%
CTC
403
Central Trust Company
Missouri
$187K -$3.75K -100 -2%
CLOS
404
Compagnie Lombard Odier SCmA
Switzerland
$183K
SWP
405
Stratos Wealth Partners
Ohio
$183K +$188K +5,003 New
WSTAM
406
Wilbanks Smith & Thomas Asset Management
Virginia
$170K +$174K +4,641 New
WTC
407
WhitTier Trust Company
Nevada
$166K -$656K -17,465 -79%
CHC
408
City Holding Co
West Virginia
$157K +$37.5K +1,000 +30%
IA
409
IFP Advisors
Florida
$140K -$2.1K -56 -1%
OC
410
Oakworth Capital
Alabama
$133K
FMT
411
First Mercantile Trust
Tennessee
$115K -$7.51K -200 -6%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$111K +$3.34K +89 +3%
NIM
413
NuWave Investment Management
New Jersey
$97K +$99.1K +2,640 +16,500%
ARMT
414
Amica Retiree Medical Trust
Rhode Island
$96K
PHK
415
Point72 Hong Kong
Hong Kong
$96K +$78.1K +2,080 +390%
Twin Tree Management
416
Twin Tree Management
Texas
$87K +$89.5K +2,384 New
FIA
417
FNY Investment Advisers
New York
$84K +$86.8K +2,311 New
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.7K
MMG
419
Monetary Management Group
Missouri
$73K
PI
420
PEAK6 Investments
Illinois
$71K +$73.2K +1,949 New
AWM
421
AllSquare Wealth Management
New York
$65K
GLI
422
Guardian Life Insurance
New York
$54K +$1.61K +43 +3%
S
423
SignatureFD
Georgia
$53K -$16.9K -451 -24%
WAM
424
Wealthspire Advisors (Maryland)
Maryland
$53K -$7.09K -189 -12%
CAGAS
425
Capital Advisory Group Advisory Services
Minnesota
$53K

VTRS Hedge Fund Activity: Q3 2018 in Review

511 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2018, worth a combined $15.8B — up 1.7% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VTRS and 64 opened new positions — a net loss of 6 holders — while 183 trimmed existing stakes and 175 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $141M. The largest seller was Greenlight Capital, exiting entirely with an estimated $248M sold.

  • 511 institutional investors held Viatris (VTRS) as of Q3 2018, down from 520 in Q2 2018.
  • Funds reported $15.8B of Viatris stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 64 funds opened new Viatris positions in Q3 2018 and 70 closed out, a net change of -6 holders.
  • The largest Viatris buyer in Q3 2018 was Viking Global Investors, an estimated $141M added.
  • The largest Viatris seller in Q3 2018 was Greenlight Capital, an estimated $248M sold.

Based on aggregated 13F filings for Q3 2018.