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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
451
Courier Capital
New York
$294K +$16.1K +457 +6%
RC
452
RegentAtlantic Capital
New Jersey
$290K +$268K +7,610 New
CC
453
ClearArc Capital
Ohio
$286K +$6.09K +173 +2%
WMSA
454
Weiss Multi-Strategy Advisers
New York
$277K +$256K +7,260 New
DJSG
455
D.J. St. Germain
Massachusetts
$274K
PIM
456
Partner Investment Management
California
$274K +$253K +7,188 New
LOM
457
Loeb Offshore Management
New York
$269K +$248K +7,050 New
Truist Financial
458
Truist Financial
North Carolina
$265K -$60.1K -1,707 -20%
PPCM
459
Pillar Pacific Capital Management
California
$258K
CWP
460
Capital Wealth Planning
Florida
$258K +$238K +6,750 New
CWM
461
Concert Wealth Management
California
$256K
BAAM
462
Baker Avenue Asset Management
California
$256K +$236K +6,704 New
FHC
463
First Heartland Consultants
Missouri
$255K +$227K +6,455 New
Verition Fund Management
464
Verition Fund Management
Connecticut
$254K +$235K +6,665 New
GH
465
GAM Holding
Switzerland
$252K
TC
466
TradeLink Capital
Illinois
$250K -$93.7K -2,663 -29%
AA
467
ALPS Advisors
Colorado
$250K +$230K +6,540 New
MFS
468
MSI Financial Services
Massachusetts
$245K -$34.4K -978 -13%
TAM
469
Tocqueville Asset Management
New York
$241K -$13.3K -379 -6%
SGH
470
Schonfeld Group Holdings
New York
$229K +$211K +6,000 New
EIM
471
Essex Investment Management
Massachusetts
$226K +$209K +5,924 New
MA
472
MUFG Americas
New York
$225K -$325K -9,238 -61%
MFIMFI
473
Mesirow Financial Investment Management - Fixed Income
Illinois
$223K +$206K +5,843 New
NYLIM
474
New York Life Investment Management
New York
$214K -$52.8K -1,500 -21%
G
475
GlobalBridge
Minnesota
$214K +$198K +5,614 New

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.