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Viatris

474 hedge funds and large institutions have $12.4B invested in Viatris in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 191 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 153

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

11% more call options, than puts

Call options by funds: $172M | Put options by funds: $155M

5% more capital invested

Capital invested by funds: $11.8B → $12.4B (+$623M)

0.95% more ownership

Funds ownership: 83.72%84.67% (+0.95%)

6% less funds holding

Funds holding: 502474 (-28)

28% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 72

Holders
474
Holders Change
-28
Holders Change %
-5.58%
% of All Funds
10.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
52
Increased
191
Reduced
153
Closed
72
Calls
$172M
Puts
$155M
Net Calls
+$17.6M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
426
Avestar Capital
New York
$7K +$2.22K +76 +30%
OWD
427
Osborn Williams & Donohoe
Ohio
$7K +$8.02K +275 New
CTC
428
Central Trust Company
Missouri
$6K -$73.1K -2,505 -93%
Loomis, Sayles & Company
429
Loomis, Sayles & Company
Massachusetts
$6K -$14.5K -496 -70%
EARNEST Partners
430
EARNEST Partners
Georgia
$6K
SNT
431
Security National Trust
West Virginia
$6K
PFBT
432
Parkside Financial Bank & Trust
Missouri
$6K +$3.27K +112 +96%
PFGIA
433
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.83K +200 New
NIM
434
NuWave Investment Management
New Jersey
$5K -$86.2K -2,955 -94%
RA
435
Rational Advisors
New York
$5K -$17.3K -592 -77%
TAIM
436
TD Ameritrade Investment Management
Nebraska
$5K -$17.2K -591 -78%
LC
437
Lindbrook Capital
California
$5K -$846 -29 -14%
BCA
438
Berman Capital Advisors
Georgia
$5K +$3.76K +129 +157%
PCMK
439
Paragon Capital Management (Kansas)
Kansas
$5K +$5.39K +185 New
ACA
440
Atlas Capital Advisors
Wyoming
$4.45K -$166K -5,683 -95%
AssetMark Inc
441
AssetMark Inc
California
$4K
TFS
442
TrustCore Financial Services
Tennessee
$4K
HNB
443
Huntington National Bank
Ohio
$3K -$110K -3,760 -97%
AWM
444
AllSquare Wealth Management
New York
$3K -$48.6K -1,666 -94%
FANJ
445
Financial Architects (New Jersey)
New Jersey
$3K
MFW
446
Mosaic Family Wealth
Missouri
$3K
GAM
447
Gemmer Asset Management
California
$3K +$1.72K +59 +184%
AWM
448
Arbor Wealth Management
Florida
$3K +$2.92K +100 New
ACS
449
Archford Capital Strategies
Illinois
$3K +$2.92K +100 New
HGWM
450
Harvest Group Wealth Management
Massachusetts
$3K +$2.92K +100 New

VTRS Hedge Fund Activity: Q1 2019 in Review

474 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2019, worth a combined $12.4B — up 5.3% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of VTRS and 52 opened new positions — a net loss of 20 holders — while 153 trimmed existing stakes and 191 added.

The largest buyer was Vanguard Group, adding an estimated $293M. The largest seller was Wellington Management Group, cutting an estimated $130M.

  • 474 institutional investors held Viatris (VTRS) as of Q1 2019, down from 502 in Q4 2018.
  • Funds reported $12.4B of Viatris stock for Q1 2019, up 5.3% quarter-over-quarter.
  • 52 funds opened new Viatris positions in Q1 2019 and 72 closed out, a net change of -20 holders.
  • The largest Viatris buyer in Q1 2019 was Vanguard Group, an estimated $293M added.
  • The largest Viatris seller in Q1 2019 was Wellington Management Group, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2019.