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Viatris
VTRS

Overview Fund Activity

434 hedge funds and large institutions have $8.86B invested in Viatris in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 155 increasing their positions, 145 reducing their positions, and 66 closing their positions.

Holders
434
Holders Change
-5
Holders Change %
-1.14%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
65
Increased
155
Reduced
145
Closed
66
Calls
$234M
Puts
$246M
Net Calls
-$12.6M
Net Calls Change
-$83M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$329M
2
PF
2
Phoenix Financial
Israel
$56.5M
3
BS
3
Banco Santander
Spain
$55.4M
4
Franklin Resources
4
Franklin Resources
California
$48M
5
BCM
5
Bridgeway Capital Management
Texas
$42.1M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$42.5M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$111M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$38.4M
4
IAM
4
Ion Asset Management
Israel
$0
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$289K
Name Market Value Shares Shares
Change 		Shares
Change %
EW
401
Evoke Wealth
California
$3.92K 198 +198 New
KFS
402
Kelly Financial Services
Massachusetts
$3.07K 155 – –
CFA
403
Carroll Financial Associates
North Carolina
$3K 201 – –
SCA
404
Stonebridge Capital Advisors
Minnesota
$3K 130 – –
SFA
405
Semmax Financial Advisors
North Carolina
$3K 146 – –
CI
406
CX Institutional
Indiana
$3K 129 +15 +13%
SFSIG
407
San Francisco Sentry Investment Group
California
$3K 163 +50 +44%
EWA
408
Evolution Wealth Advisors
Florida
$3K 159 +159 New
IFAM
409
Institutional & Family Asset Management
Colorado
$2K 105 -241 -70%
CFGS
410
Concourse Financial Group Securities
Alabama
$2K 100 -220 -69%
BBHC
411
Brown Brothers Harriman & Co
New York
$2K 100 -203 -67%
NFG
412
Next Financial Group
Texas
$2K 90 -50 -36%
HGWM
413
Harvest Group Wealth Management
Massachusetts
$2K 100 – –
TWA
414
TCI Wealth Advisors
Arizona
$2K 85 +69 +431%
LC
415
Lindbrook Capital
California
$2K 94 +74 +370%
GWAG
416
Garrett Wealth Advisory Group
Texas
$1.96K 99 +99 New
TFO
417
Tarbox Family Office
California
$1K 65 – –
LF
418
Lee Financial
Texas
$1K 47 – –
TCM
419
Tradewinds Capital Management
Washington
$1K 33 – –
LWA
420
Lenox Wealth Advisors
New York
$1K 40 – –
ADL
421
Asset Dedication LLC
California
$1K 45 – –
FMTCOCP
422
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K 66 – –
NR
423
Newfound Research
Massachusetts
$1K 31 +1 +3%
WWM
424
Willingdon Wealth Management
North Carolina
$1K 28 +28 New
FPFS
425
First Personal Financial Services
North Carolina
$1K 36 +36 New
15 16
17
18 19