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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
QCG
451
Quadrant Capital Group
Ohio
$21K -$1.76K -47 -7%
JA
452
JOYN Advisors
Georgia
$21K +$4.99K +133 +30%
MA
453
MUFG Americas
New York
$18K
MWPCG
454
Measured Wealth Private Client Group
New Hampshire
$18K +$18.8K +500 New
APA
455
American Portfolios Advisors
New York
$16.9K
PCG
456
Private Capital Group
Connecticut
$16K -$75 -2 -0.4%
PA
457
Parallel Advisors
California
$16K +$488 +13 +3%
FHB
458
First Hawaiian Bank
Hawaii
$16K +$16.4K +437 New
MUS
459
Mitsubishi UFJ Securities
Japan
$15K
PFSC
460
Peoples Financial Services Corp
Pennsylvania
$15K
RA
461
Rational Advisors
New York
$15K +$14.6K +390 +2,438%
WB
462
Webster Bank
Connecticut
$14K
IFAM
463
Institutional & Family Asset Management
Colorado
$13K
GRP
464
Global Retirement Partners
California
$12K
VIA
465
Vantage Investment Advisors
Pennsylvania
$12K
ZB
466
Zions Bancorporation
Utah
$12K +$2.06K +55 +19%
SFG
467
SevenBridge Financial Group
Pennsylvania
$11K
AF
468
Advisornet Financial
Minnesota
$10K
CIA
469
CSat Investment Advisory
Michigan
$10K +$2.89K +77 +39%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$9K -$2.97K -79 -24%
QAM
471
QCI Asset Management
New York
$9K
TAIM
472
TD Ameritrade Investment Management
Nebraska
$9K +$8.93K +238 New
MNBTD
473
Moody National Bank Trust Division
Texas
$8K +$7.96K +212 New
BFEC
474
Benjamin F. Edwards & Company
Missouri
$7K -$5.63K -150 -45%
EARNEST Partners
475
EARNEST Partners
Georgia
$7K

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.