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Viatris

661 hedge funds and large institutions have $19.3B invested in Viatris in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 249 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

29% more capital invested

Capital invested by funds: $15B → $19.3B (+$4.3B)

5% more funds holding

Funds holding: 629661 (+32)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 249

38% less call options, than puts

Call options by funds: $321M | Put options by funds: $517M

Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
17.63%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.8%
New
98
Increased
211
Reduced
249
Closed
54
Calls
$321M
Puts
$517M
Net Calls
-$196M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
451
Cambridge Investment Research Advisors
Iowa
$631K +$93.3K +1,737 +18%
MSU
452
Mizuho Securities USA
New York
$630K +$250K +4,663 +72%
WCM
453
Washington Capital Management
Washington
$621K
RG
454
Rathbones Group
United Kingdom
$620K
Parallax Volatility Advisers
455
Parallax Volatility Advisers
California
$619K +$549K +10,225 +1,360%
OA
456
OFI Advisors
Pennsylvania
$615K -$36.4K -678 -6%
MAM
457
Martingale Asset Management
Massachusetts
$605K
LPT
458
Legacy Private Trust
Wisconsin
$603K
CI
459
Conning Inc
Connecticut
$591K -$15K -280 -3%
WSCM
460
Wellington Shields Capital Management
New York
$581K
NCA
461
NCM Capital Advisers
North Carolina
$572K
AB
462
Amalgamated Bank
New York
$566K -$78.5K -1,461 -13%
GI
463
GAMCO Investors
Connecticut
$564K
SIG
464
Schooner Investment Group
Pennsylvania
$564K +$537K +10,000 New
Mirae Asset Global Investments
465
Mirae Asset Global Investments
South Korea
$561K -$6.39K -119 -1%
PVWM
466
Point View Wealth Management
New Jersey
$559K -$54.5K -1,015 -9%
FLAM
467
First Light Asset Management
Minnesota
$551K
ClearBridge Investments
468
ClearBridge Investments
New York
$536K -$130K -2,425 -20%
CTC
469
Central Trust Company
Missouri
$532K -$54.7K -1,019 -10%
MFS
470
MSI Financial Services
Massachusetts
$526K +$90.5K +1,685 +22%
AIA
471
AIMZ Investment Advisors
California
$524K +$499K +9,300 New
SRC
472
Shufro Rose & Co
New York
$522K
RFA
473
Reilly Financial Advisors
California
$520K -$113K -2,100 -19%
Daiwa Securities Group
474
Daiwa Securities Group
Japan
$513K -$53.7K -1,000 -10%
IIM
475
Intact Investment Management
Quebec, Canada
$513K

VTRS Hedge Fund Activity: Q4 2014 in Review

661 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2014, worth a combined $19.3B — up 29% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VTRS positions and 54 closed out — a net gain of 44 holders — while 211 added to existing stakes and 249 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $159M.

  • 661 institutional investors held Viatris (VTRS) as of Q4 2014, up from 629 in Q3 2014.
  • Funds reported $19.3B of Viatris stock for Q4 2014, up 29% quarter-over-quarter.
  • 98 funds opened new Viatris positions in Q4 2014 and 54 closed out, a net change of +44 holders.
  • The largest Viatris buyer in Q4 2014 was T. Rowe Price Associates, an estimated $208M added.
  • The largest Viatris seller in Q4 2014 was Bank of America, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2014.