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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
426
Stonebridge Capital Management
California
$608K
NJBEST
427
New Jersey Better Educational Savings Trust
New Jersey
$595K -$240K -5,000 -31%
CI
428
Cowen Inc
New York
$594K -$3.82M -79,408 -88%
CPSAC
429
Chas P. Smith & Associates (CPS)
Florida
$589K
VKH
430
Virtu KCG Holdings
New York
$571K -$859K -17,855 -63%
CIA
431
Capital Impact Advisors
Massachusetts
$571K -$495K -10,300 -49%
UB
432
UMB Bank
Missouri
$564K -$273K -5,682 -35%
SEI Investments
433
SEI Investments
Pennsylvania
$562K -$1.29M -26,814 -72%
BA
434
Bristlecone Advisors
Washington
$561K +$499K +10,370 New
LPT
435
Legacy Private Trust
Wisconsin
$545K
ACP
436
Aviance Capital Partners
Florida
$541K
CCI
437
Credit Capital Investments
New Jersey
$541K +$240K +5,000 +100%
MFS
438
Monetta Financial Services
Illinois
$541K +$481K +10,000 New
RC
439
RBF Capital
California
$541K +$481K +10,000 New
MSFP
440
Mark Sheptoff Financial Planning
Connecticut
$538K -$9.62K -200 -2%
PCM
441
Pointe Capital Management
Michigan
$538K +$67.3K +1,400 +16%
FLAM
442
First Light Asset Management
Minnesota
$529K
DC
443
Davenport & Co
Virginia
$527K -$19.1K -398 -4%
SOAMC
444
Spirit of America Management Corp
New York
$519K
GS
445
GAM Systematic
United Kingdom
$512K -$277K -5,754 -38%
ST
446
Semper Trust
Pennsylvania
$510K +$454K +9,435 New
CCM
447
Compton Capital Management
Rhode Island
$509K +$151K +3,150 +50%
Daiwa Securities Group
448
Daiwa Securities Group
Japan
$508K
CC
449
ClearArc Capital
Ohio
$506K +$4.52K +94 +1%
CI
450
Conning Inc
Connecticut
$499K -$27.4K -570 -6%

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.