We are live on ! Find out more
VTRS icon

Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
451
First Trust Direct Indexing
Massachusetts
$273K +$42K +4,036 +17%
IMCOOI
452
Investment Management Corp of Ontario (IMCO)
Canada
$268K +$283K +27,171 New
KFP
453
Keystone Financial Planning
Ohio
$267K -$406 -39 -0.1%
IGAM
454
iA Global Asset Management
Quebec, Canada
$265K -$266K -25,571 -49%
ECM
455
Evergreen Capital Management
Washington
$265K +$17.2K +1,648 +7%
LCS
456
Levin Capital Strategies
New York
$264K +$156K +15,000 +127%
WS
457
Wedbush Securities
California
$262K -$443K -42,516 -62%
SACTSONJ
458
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$260K
TSWM
459
Tyler-Stone Wealth Management
Ohio
$259K +$19.8K +1,900 +8%
KeyBank National Association
460
KeyBank National Association
Ohio
$257K -$39.5K -3,794 -13%
RG
461
Rathbones Group
United Kingdom
$257K +$139K +13,304 +104%
GWM
462
Greenwich Wealth Management
Connecticut
$256K +$8.46K +812 +3%
MAM
463
MMA Asset Management
Pennsylvania
$254K +$268K +25,745 New
KAS
464
Kestra Advisory Services
Texas
$253K -$95.7K -9,188 -26%
ECM
465
ExodusPoint Capital Management
New York
$249K -$6.39M -613,750 -96%
WB
466
WesBanco Bank
West Virginia
$245K -$32.9K -3,157 -11%
PCMC
467
Paragon Capital Management (Colorado)
Colorado
$244K +$718 +69 +0.3%
William Blair & Company
468
William Blair & Company
Illinois
$244K -$15.5K -1,493 -6%
GT
469
Glenmede Trust
Pennsylvania
$241K -$252K -24,193 -50%
STA
470
Summit Trail Advisors
New York
$240K +$3.15K +303 +1%
HNB
471
Huntington National Bank
Ohio
$240K -$29.8K -2,865 -11%
DADC
472
D.A. Davidson & Co
Montana
$239K +$50.3K +4,835 +25%
KPWS
473
Kestra Private Wealth Services
Texas
$238K +$26.9K +2,587 +12%
SPC
474
Sigma Planning Corp
Michigan
$237K -$5.48K -526 -2%
BMSSC
475
B. Metzler seel. Sohn & Co
Germany
$236K

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.