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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
401
Independent Advisor Alliance
North Carolina
$453K +$248K +20,583 +119%
IPW
402
Impact Partnership Wealth
Georgia
$451K -$93.9K -7,793 -17%
BAMF
403
BI Asset Management Fondsmaeglerselskab
Denmark
$444K -$1.96M -162,814 -81%
HCM
404
Highlander Capital Management
New Jersey
$440K -$15.8K -1,312 -3%
CC
405
Corton Capital
Ontario, Canada
$437K -$246K -20,387 -36%
CGH
406
Crossmark Global Holdings
Texas
$435K +$9.97K +828 +2%
CSIC
407
Clifford Swan Investment Counsel
California
$417K -$12.6K -1,042 -3%
SI
408
Stephens Inc
Arkansas
$411K -$57.8K -4,802 -12%
OC
409
Oppenheimer & Co
New York
$411K +$30K +2,494 +8%
MAM
410
Meeder Asset Management
Ohio
$411K -$72.6K -6,030 -15%
QOP
411
Quinn Opportunity Partners
Virginia
$409K +$24.1K +2,000 +6%
FFM
412
Forum Financial Management
Illinois
$402K -$1.77K -147 -0.4%
KBG
413
Kahn Brothers Group
New York
$401K -$226K -18,766 -36%
FCI
414
Financial Counselors Inc
Kansas
$400K +$14.5K +1,202 +4%
MG
415
Marex Group
$400K -$95.5K -7,928 -19%
Brown Advisory
416
Brown Advisory
Maryland
$399K -$59.4K -4,929 -13%
APG
417
Abacus Planning Group
South Carolina
$397K +$147K +12,232 +58%
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
$394K -$79.3K -6,587 -17%
SFS
419
Sowell Financial Services
Arkansas
$393K -$24.4K -2,024 -6%
HWM
420
HB Wealth Management
Georgia
$391K +$6.89K +572 +2%
TRCT
421
Tower Research Capital (TRC)
New York
$388K -$1.43M -118,541 -78%
RIM
422
Rakuten Investment Management
Japan
$385K +$353K +29,293 +988%
KCM
423
Kennedy Capital Management
Missouri
$377K +$381K +31,596 New
SF
424
Synovus Financial
Georgia
$375K -$23.6K -1,962 -6%
S
425
SignatureFD
Georgia
$374K +$64.1K +5,320 +20%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.