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Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
401
Highlander Capital Management
New Jersey
$404K +$55.7K +5,350 +15%
JMPWA
402
JP Morgan Private Wealth Advisors
California
$399K -$1.8M -173,184 -81%
PA
403
Parallel Advisors
California
$390K -$4.41K -423 -1%
PWMG
404
Provence Wealth Management Group
California
$389K +$8.73K +838 +2%
CSIC
405
Clifford Swan Investment Counsel
California
$386K -$9.93K -954 -2%
AG
406
Ascent Group
Virginia
$384K +$12.3K +1,177 +3%
SC
407
Savant Capital
Illinois
$384K +$46.9K +4,508 +13%
EF
408
Empirical Finance
Pennsylvania
$381K +$47.2K +4,529 +13%
SI
409
Stephens Inc
Arkansas
$377K -$10.4K -1,001 -3%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$377K +$40K +3,840 +11%
SRC
411
Shufro Rose & Co
New York
$377K +$398K +38,235 New
Rockefeller Capital Management
412
Rockefeller Capital Management
New York
$376K +$161K +15,467 +68%
NMIMC
413
Northwestern Mutual Investment Management Company
Wisconsin
$373K +$417 +40 +0.1%
NRD
414
Nebula Research & Development
New York
$371K +$391K +37,596 New
MCM
415
Mengis Capital Management
Oregon
$368K
SEC
416
Seven Eight Capital
New York
$368K +$388K +37,296 New
SW
417
SVB Wealth
Massachusetts
$360K +$45K +4,324 +13%
Baird Financial Group
418
Baird Financial Group
Wisconsin
$355K +$13.8K +1,324 +4%
CI
419
Capital International
California
$350K -$58.6K -5,629 -14%
OC
420
Oppenheimer & Co
New York
$346K -$5.21K -500 -1%
LIP
421
Liontrust Investment Partners
United Kingdom
$344K -$4.13M -396,614 -92%
CGH
422
Crossmark Global Holdings
Texas
$343K -$573 -55 -0.2%
GBWM
423
Granite Bay Wealth Management
New Hampshire
$343K +$343K +32,949 New
SFS
424
Sowell Financial Services
Arkansas
$337K +$356K +34,226 New
Vontobel Holding
425
Vontobel Holding
Switzerland
$332K -$130K -12,503 -27%

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.