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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
426
Amalgamated Bank
New York
$382K -$8.41K -239 -2%
SC
427
Scotia Capital
Ontario, Canada
$379K +$46.6K +1,325 +15%
SCM
428
Shelton Capital Management
Colorado
$378K +$13.1K +373 +4%
CI
429
Conning Inc
Connecticut
$378K +$19K +539 +6%
EOJOAM
430
E. Ohman J:or Asset Management
Sweden
$378K
PAM
431
PartnerRe Asset Management
Connecticut
$371K -$44.5K -1,265 -12%
QT
432
Quantbot Technologies
New York
$368K +$340K +9,651 New
SAG
433
Sterne Agee Group
Alabama
$365K +$337K +9,575 New
NLI
434
Nippon Life Insurance
Japan
$358K +$192K +5,460 +139%
SRC
435
Shufro Rose & Co
New York
$353K
UCFA
436
United Capital Financial Advisors
Texas
$346K -$16.2K -459 -5%
LTFS
437
Ladenburg Thalmann Financial Services
Florida
$344K -$141 -4 -0%
Thrivent Financial for Lutherans
438
Thrivent Financial for Lutherans
Minnesota
$340K -$3.5M -99,400 -92%
GA
439
Geneva Advisors
Illinois
$335K +$17.6K +500 +6%
FHA
440
First Horizon Advisors
Tennessee
$334K +$293K +8,309 +1,859%
AT
441
Arvest Trust
Oklahoma
$324K
ECM
442
Everence Capital Management
Indiana
$317K
STIA
443
Stone Toro Investment Advisers
New Jersey
$317K +$292K +8,300 New
PCMK
444
Paragon Capital Management (Kansas)
Kansas
$313K -$35.2K -1,000 -11%
IPRC
445
Indices-Pac Research Corporation
New Jersey
$311K +$286K +8,135 New
CEP
446
Chicago Equity Partners
Illinois
$310K
PIM
447
Profit Investment Management
Maryland
$301K -$1.44M -40,909 -5%
NIM
448
NuWave Investment Management
New Jersey
$299K +$119K +3,383 +76%
TNBTD
449
Trustmark National Bank Trust Department
Mississippi
$298K
ZIM
450
Zacks Investment Management
Illinois
$297K +$274K +7,780 New

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.