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Viatris

978 hedge funds and large institutions have $9.29B invested in Viatris in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 306 increasing their positions, 398 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
15.43%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
92
Increased
306
Reduced
398
Closed
89
Calls
$35.8M
Puts
$43.4M
Net Calls
-$7.58M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
451
Sigma Planning Corp
Michigan
$245K -$35.5K -3,560 -13%
TSWM
452
Tyler-Stone Wealth Management
Ohio
$243K +$243K +24,329 New
Verition Fund Management
453
Verition Fund Management
Connecticut
$243K -$667K -66,832 -73%
PFO
454
Pathstone Family Office
New Jersey
$242K +$35.5K +3,374 +17%
STA
455
Summit Trail Advisors
New York
$240K +$240K +24,020 New
BMSSC
456
B. Metzler seel. Sohn & Co
Germany
$239K -$649K -65,000 -73%
FWM
457
Forza Wealth Management
Florida
$238K -$3.58K -359 -1%
FTDI
458
First Trust Direct Indexing
Massachusetts
$236K -$7.21K -722 -3%
WJWM
459
Williams Jones Wealth Management
New York
$236K -$140 -14 -0.1%
CIA
460
Cladis Investment Advisory
Montana
$236K -$397K -39,744 -63%
CCG
461
Cypress Capital Group
Florida
$233K +$10.5K +1,055 +5%
SOW
462
State of Wyoming
Wyoming
$229K +$47.7K +4,781 +26%
JCM
463
Jacobi Capital Management
Pennsylvania
$229K -$9.55K -957 -4%
Rockefeller Capital Management
464
Rockefeller Capital Management
New York
$226K -$56.7K -5,679 -20%
NA
465
NewEdge Advisors
Louisiana
$225K -$699 -70 -0.3%
Capstone Investment Advisors
466
Capstone Investment Advisors
New York
$224K -$40.5K -4,056 -15%
FFM
467
Forum Financial Management
Illinois
$223K -$69.2K -6,932 -24%
EFS
468
Essex Financial Services
Connecticut
$221K -$4.06K -407 -2%
MFAM
469
Motley Fool Asset Management
Virginia
$220K -$17.3K -1,734 -7%
SPIA
470
Steward Partners Investment Advisory
New York
$218K -$16.8K -1,688 -7%
BPA
471
Beacon Pointe Advisors
California
$217K -$30.2K -3,028 -12%
KPWS
472
Kestra Private Wealth Services
Texas
$215K +$2.13K +213 +1%
SFWC
473
Strategic Family Wealth Counselors
New Jersey
$214K
NSEDCP
474
NJ State Employees Deferred Compensation Plan
New Jersey
$212K
SC
475
Searle & Co
Connecticut
$210K