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Viatris
VTRS

Overview Fund Activity

530 hedge funds and large institutions have $18.1B invested in Viatris in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 157 increasing their positions, 208 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
12.16%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.46%
New
69
Increased
157
Reduced
208
Closed
74
Calls
$549M
Puts
$400M
Net Calls
+$149M
Net Calls Change
-$13.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$371M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$216M
3
MMH
Menora Mivtachim Holdings
Israel
$291M
4
PHS
PFM Health Sciences
California
$190M
5
Goldman Sachs
Goldman Sachs
New York
$692M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$52.6M
2
LCM
Laurion Capital Management
New York
$488K
3
GC
Greenlight Capital
New York
$315M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$66.4M
5
SIG
Senator Investment Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAMC
426
Spirit of America Management Corp
New York
$115K – – –
SPIA
427
Steward Partners Investment Advisory
New York
$115K +$115K +2,795 New
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$110K – – –
ARMT
429
Amica Retiree Medical Trust
Rhode Island
$108K -$179K -4,347 -62%
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$105K +$1.32K +32 +1%
HNB
431
Huntington National Bank
Ohio
$100K – – –
TRCT
432
Tower Research Capital (TRC)
New York
$92K +$23.4K +569 +34%
CIP
433
Convergence Investment Partners
Florida
$87K +$87K +2,119 New
MMG
434
Monetary Management Group
Missouri
$82K – – –
IIC
435
Integrated Investment Consultants
Michigan
$70K +$70K +1,700 New
WAM
436
Wealthspire Advisors (Maryland)
Maryland
$69K +$2.4K +58 +4%
AIS
437
Accurate Investment Solutions
Pennsylvania
$66K – – –
APP
438
Avantax Planning Partners
Iowa
$65K +$65K +1,571 New
FCM
439
Frontier Capital Management
Massachusetts
$62K – – –
CAGAS
440
Capital Advisory Group Advisory Services
Minnesota
$60K +$60K +1,442 New
S
441
SignatureFD
Georgia
$58K +$58K +1,413 New
TSW
442
Thompson Siegel & Walmsley
Virginia
$54K -$26K -625 -32%
TCM
443
Tradewinds Capital Management
Washington
$53K – – –
IWM
444
IHT Wealth Management
Illinois
$52K -$81.7K -2,047 -61%
PMFA
445
Plante Moran Financial Advisors
Michigan
$52K +$52K +1,259 New
GLI
446
Guardian Life Insurance
New York
$51K -$20.6K -500 -29%
MCWS
447
McKinley Carter Wealth Services
West Virginia
$51K +$51K +1,250 New
CPA
448
Clear Perspective Advisors
Illinois
$48K – – –
AIS
449
AlphaOne Investment Services
Pennsylvania
$46K +$46K +1,112 New
MRCM
450
M&R Capital Management
New Jersey
$43K – – –
16 17
18
19 20