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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
426
Titleist Capital
Texas
$348K +$14.6K +1,393 +5%
HC
427
Henshaw Capital
Massachusetts
$345K
DC
428
Davenport & Co
Virginia
$335K -$11.5K -1,099 -4%
FTDI
429
First Trust Direct Indexing
Massachusetts
$328K -$20.9K -1,999 -6%
FFM
430
Forum Financial Management
Illinois
$326K +$1.79K +171 +0.6%
Rockefeller Capital Management
431
Rockefeller Capital Management
New York
$326K -$42.8K -4,091 -12%
HNB
432
Huntington National Bank
Ohio
$320K -$63.3K -6,053 -17%
WB
433
WesBanco Bank
West Virginia
$320K +$43K +4,119 +17%
CT
434
Chicago Trust
Illinois
$318K -$1.39K -133 -0.5%
EF
435
Empirical Finance
Pennsylvania
$313K +$26.4K +2,525 +10%
First Manhattan
436
First Manhattan
New York
$312K -$19.6K -1,877 -6%
SC
437
Searle & Co
Connecticut
$312K -$1.94K -186 -0.7%
William Blair & Company
438
William Blair & Company
Illinois
$309K -$74.5K -7,128 -20%
SW
439
SVB Wealth
Massachusetts
$307K +$116K +11,120 +68%
VCA
440
Verdence Capital Advisors
Maryland
$303K -$170K -16,261 -37%
KFP
441
Keystone Financial Planning
Ohio
$299K -$1.67K -160 -0.6%
SLAM
442
Swiss Life Asset Management
$298K -$97.1K -9,295 -26%
SFI
443
Siemens Fonds Invest
Germany
$297K -$21.7K -2,075 -7%
Verition Fund Management
444
Verition Fund Management
Connecticut
$297K -$196K -18,736 -41%
IC
445
IEQ Capital
California
$297K -$136K -12,973 -33%
FRM
446
Fox Run Management
Connecticut
$296K +$278K +26,560 New
SPC
447
Sigma Planning Corp
Michigan
$295K -$2.53K -242 -0.9%
PWP
448
Principle Wealth Partners
Connecticut
$294K -$5.28K -505 -2%
SACTSONJ
449
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$293K
CA
450
Cetera Advisors
Colorado
$292K +$16.3K +1,559 +6%

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.