We are live on ! Find out more
VTRS icon

Viatris

511 hedge funds and large institutions have $15.8B invested in Viatris in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $15.5B → $15.8B (+$257M)

0.04% less ownership

Funds ownership: 83.81%83.77% (-0.04%)

4% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 183

9% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 70

2% less funds holding

Funds holding: 520511 (-9)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

50% less call options, than puts

Call options by funds: $147M | Put options by funds: $292M

Holders
511
Holders Change
-9
Holders Change %
-1.73%
% of All Funds
11.68%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.39%
New
64
Increased
175
Reduced
183
Closed
70
Calls
$147M
Puts
$292M
Net Calls
-$145M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
426
Steward Partners Investment Advisory
New York
$52K -$6.08K -162 -10%
NFG
427
Next Financial Group
Texas
$49K +$50.3K +1,340 New
HNB
428
Huntington National Bank
Ohio
$47K -$11.3K -300 -19%
TCM
429
Tradewinds Capital Management
Washington
$47K
KA
430
Kaizen Advisory
Illinois
$43K
RCAG
431
Rehmann Capital Advisory Group
Michigan
$40K -$1.24K -33 -3%
AIS
432
Accurate Investment Solutions
Pennsylvania
$40K -$15.8K -420 -28%
TSW
433
Thompson Siegel & Walmsley
Virginia
$40K
MRCM
434
M&R Capital Management
New Jersey
$38K
CCM
435
Cribstone Capital Management
Maine
$37K
EDRH
436
Edmond de Rothschild Holding
Switzerland
$37K +$37.5K +1,000 New
EFSCE
437
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$1.16K -31 -3%
APP
438
Avantax Planning Partners
Iowa
$35K +$35.7K +950 New
TCOV
439
Trust Company of Vermont
Vermont
$32K
SSB
440
Sandy Spring Bank
Maryland
$31K +$31.9K +850 New
IDBONY
441
Israel Discount Bank of New York
New York
$30K +$2.25K +60 +8%
NSIM
442
North Star Investment Management
Illinois
$30K +$31K +825 New
GI
443
Gradient Investments
Minnesota
$27K
FGAM
444
Financial Gravity Asset Management
Texas
$26K -$49.4K -1,316 -61%
Bessemer Group
445
Bessemer Group
New Jersey
$25K
FIB
446
First Interstate Bank
Montana
$25K +$25.5K +680 New
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$24K -$20.6K -550 -46%
SWM
448
SeaCrest Wealth Management
New York
$24K
EA
449
Elm Advisors
California
$24K +$24.4K +650 New
Loomis, Sayles & Company
450
Loomis, Sayles & Company
Massachusetts
$23K +$23.4K +624 New

VTRS Hedge Fund Activity: Q3 2018 in Review

511 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2018, worth a combined $15.8B — up 1.7% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VTRS and 64 opened new positions — a net loss of 6 holders — while 183 trimmed existing stakes and 175 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $141M. The largest seller was Greenlight Capital, exiting entirely with an estimated $248M sold.

  • 511 institutional investors held Viatris (VTRS) as of Q3 2018, down from 520 in Q2 2018.
  • Funds reported $15.8B of Viatris stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 64 funds opened new Viatris positions in Q3 2018 and 70 closed out, a net change of -6 holders.
  • The largest Viatris buyer in Q3 2018 was Viking Global Investors, an estimated $141M added.
  • The largest Viatris seller in Q3 2018 was Greenlight Capital, an estimated $248M sold.

Based on aggregated 13F filings for Q3 2018.