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Viatris

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.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more capital invested

Capital invested by funds: $8.42B → $8.86B (+$442M)

1.11% more ownership

Funds ownership: 85.92%87.03% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 145

2% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 66

5% less call options, than puts

Call options by funds: $234M | Put options by funds: $246M

1% less funds holding

Funds holding: 439434 (-5)

Holders
434
Holders Change
-5
Holders Change %
-1.14%
% of All Funds
9.52%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Evoke Wealth
California
$3.92K +$3.88K +198 New
KFS
402
Kelly Financial Services
Massachusetts
$3.07K
CFA
403
Carroll Financial Associates
North Carolina
$3K
SFA
404
Semmax Financial Advisors
North Carolina
$3K
SCA
405
Stonebridge Capital Advisors
Minnesota
$3K
CI
406
CX Institutional
Indiana
$3K +$294 +15 +13%
SFSIG
407
San Francisco Sentry Investment Group
California
$3K +$980 +50 +44%
EWA
408
Evolution Wealth Advisors
Florida
$3K +$3.12K +159 New
IFAM
409
Institutional & Family Asset Management
Colorado
$2K -$4.72K -241 -70%
CFGS
410
Concourse Financial Group Securities
Alabama
$2K -$4.31K -220 -69%
BBHC
411
Brown Brothers Harriman & Co
New York
$2K -$3.98K -203 -67%
NFG
412
Next Financial Group
Texas
$2K -$980 -50 -36%
HGWM
413
Harvest Group Wealth Management
Massachusetts
$2K
TWA
414
TCI Wealth Advisors
Arizona
$2K +$1.35K +69 +431%
LC
415
Lindbrook Capital
California
$2K +$1.45K +74 +370%
GWAG
416
Garrett Wealth Advisory Group
Texas
$1.96K +$1.94K +99 New
ADL
417
Asset Dedication LLC
California
$1K
FMTCOCP
418
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
LF
419
Lee Financial
Texas
$1K
LWA
420
Lenox Wealth Advisors
New York
$1K
TFO
421
Tarbox Family Office
California
$1K
TCM
422
Tradewinds Capital Management
Washington
$1K
NR
423
Newfound Research
Massachusetts
$1K +$20 +1 +3%
WWM
424
Willingdon Wealth Management
North Carolina
$1K +$549 +28 New
FPFS
425
First Personal Financial Services
North Carolina
$1K +$706 +36 New