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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PE
401
Point72 Europe
United Kingdom
$392K +$347K +36,197 New
CSIC
402
Clifford Swan Investment Counsel
California
$389K -$30.8K -3,213 -8%
IFU
403
iSAM Funds (UK)
United Kingdom
$387K +$343K +35,771 New
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$386K -$25.2K -2,636 -7%
CGH
405
Crossmark Global Holdings
Texas
$386K
FTDI
406
First Trust Direct Indexing
Massachusetts
$386K +$76K +7,933 +29%
Credit Agricole
407
Credit Agricole
France
$385K +$219K +22,824 +180%
AA
408
AlphaCentric Advisors
Puerto Rico
$379K -$120K -12,500 -26%
CIBC World Market
409
CIBC World Market
Ontario, Canada
$378K -$105K -10,948 -24%
SFS
410
Sowell Financial Services
Arkansas
$378K +$6.66K +696 +2%
SRC
411
Shufro Rose & Co
New York
$377K
CCM
412
Chiron Capital Management
Florida
$376K -$67K -7,000 -17%
FFM
413
Forum Financial Management
Illinois
$366K +$111K +11,544 +52%
SF
414
Synovus Financial
Georgia
$362K -$235K -24,557 -42%
FLAM
415
First Light Asset Management
Minnesota
$357K
FCI
416
Financial Counselors Inc
Kansas
$350K -$6.25K -653 -2%
QOP
417
Quinn Opportunity Partners
Virginia
$349K
HWM
418
HB Wealth Management
Georgia
$349K +$122K +12,765 +66%
OC
419
Oppenheimer & Co
New York
$346K -$30.1K -3,146 -9%
Vontobel Holding
420
Vontobel Holding
Switzerland
$345K -$18K -1,884 -6%
Federated Hermes
421
Federated Hermes
Pennsylvania
$343K +$264K +27,524 +664%
TMAM
422
Tokio Marine Asset Management
Japan
$341K +$6.39K +667 +2%
PGFC
423
Peapack-Gladstone Financial Corp
New Jersey
$336K -$97.2K -10,151 -25%
HC
424
Henshaw Capital
Massachusetts
$336K
William Blair Investment Management
425
William Blair Investment Management
Illinois
$335K -$5.3K -554 -2%

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.