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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
451
MMA Asset Management
Pennsylvania
$278K -$594 -62 -0.2%
SWP
452
Strategic Wealth Partners
Ohio
$277K -$1.43M -149,029 -85%
AWM
453
Apollon Wealth Management
South Carolina
$275K +$116K +12,148 +92%
SC
454
Syon Capital
California
$274K +$243K +25,346 New
D.E. Shaw & Co
455
D.E. Shaw & Co
New York
$274K -$3.71M -387,938 -94%
OA
456
Oracle Alpha
Ontario, Canada
$270K +$239K +24,923 New
KPWS
457
Kestra Private Wealth Services
Texas
$267K +$4.71K +492 +2%
Nomura Holdings
458
Nomura Holdings
Japan
$262K +$232K +24,208 New
BMSSC
459
B. Metzler seel. Sohn & Co
Germany
$260K
WJWM
460
Williams Jones Wealth Management
New York
$259K +$9.36K +977 +4%
DADC
461
D.A. Davidson & Co
Montana
$258K -$4.35K -454 -2%
VCG
462
Vantage Consulting Group
Virginia
$258K +$8.48K +886 +4%
AIA
463
Affinity Investment Advisors
California
$255K +$226K +23,591 New
GT
464
Glenmede Trust
Pennsylvania
$255K -$8.35K -872 -4%
CCM
465
Coldstream Capital Management
Washington
$254K +$64.8K +6,765 +41%
NA
466
NewEdge Advisors
Louisiana
$247K +$5.58K +583 +3%
BAM
467
Brave Asset Management
New Jersey
$246K +$85.2K +8,900 +64%
JCM
468
Jacobi Capital Management
Pennsylvania
$245K +$460 +48 +0.2%
CCM
469
Coerente Capital Management
Ontario, Canada
$244K -$60.9K -6,359 -22%
CIP
470
Convergence Investment Partners
Florida
$243K +$215K +22,439 New
FWM
471
Forza Wealth Management
Florida
$242K -$14.6K -1,522 -6%
WB
472
WesBanco Bank
West Virginia
$242K -$24K -2,509 -10%
C
473
Covestor
United Kingdom
$238K -$402 -42 -0.2%
ATC
474
Argent Trust Co
Tennessee
$238K -$84.8K -8,852 -29%
SFA
475
Sequoia Financial Advisors
Ohio
$238K +$210K +21,940 New

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.