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Viatris

1,000 hedge funds and large institutions have $11.1B invested in Viatris in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 347 increasing their positions, 359 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 71

16% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $32.8M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $10.4B → $11.1B (+$683M)

1% more funds holding

Funds holding: 9951,000 (+5)

3% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 359

2.16% less ownership

Funds ownership: 82.12%79.96% (-2.2%)

Holders
1,000
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
87
Increased
347
Reduced
359
Closed
71
Calls
$38.1M
Puts
$32.8M
Net Calls
+$5.32M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
451
Sebold Capital Management
Illinois
$307K +$26.2K +2,273 +9%
SACTSONJ
452
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$306K
KFP
453
Keystone Financial Planning
Ohio
$304K -$288 -25 -0.1%
Vontobel Holding
454
Vontobel Holding
Switzerland
$302K +$3.88K +336 +1%
AIA
455
Affinity Investment Advisors
California
$300K
SI
456
Stephens Inc
Arkansas
$299K -$72.4K -6,273 -20%
S
457
SignatureFD
Georgia
$299K +$34.1K +2,957 +13%
SAM
458
Sectoral Asset Management
Quebec, Canada
$298K +$36.2K +3,140 +14%
OCBCO
459
Oversea-Chinese Banking Corp (OCBC)
Singapore
$292K +$55.5K +4,812 +24%
OC
460
Oppenheimer & Co
New York
$291K -$41.7K -3,617 -13%
Lido Advisors
461
Lido Advisors
California
$290K -$8.24M -714,121 -97%
GWM
462
Greenwich Wealth Management
Connecticut
$288K +$32.1K +2,779 +13%
Man Group
463
Man Group
United Kingdom
$287K +$285K +24,685 New
CIA
464
Concurrent Investment Advisors
Florida
$285K -$31.5K -2,734 -10%
BCM
465
Birmingham Capital Management
Alabama
$284K -$141K -12,250 -33%
PI
466
PFG Investments
New York
$272K -$103K -8,888 -27%
RG
467
Rathbones Group
United Kingdom
$272K -$1.58K -137 -0.6%
CCM
468
Coldstream Capital Management
Washington
$272K +$415 +36 +0.2%
KFS
469
Keynote Financial Services
Connecticut
$267K -$46.8K -4,055 -15%
DADC
470
D.A. Davidson & Co
Montana
$264K +$4.78K +414 +2%
EC
471
EntryPoint Capital
New York
$264K +$262K +22,729 New
KeyBank National Association
472
KeyBank National Association
Ohio
$260K -$715 -62 -0.3%
FWM
473
Forza Wealth Management
Florida
$259K
GT
474
Glenmede Trust
Pennsylvania
$259K +$20.7K +1,794 +9%
Verition Fund Management
475
Verition Fund Management
Connecticut
$259K -$8.14K -706 -3%

VTRS Hedge Fund Activity: Q3 2024 in Review

1,000 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2024, worth a combined $11.1B — up 6.6% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VTRS positions and 71 closed out — a net gain of 16 holders — while 347 added to existing stakes and 359 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.3M. The largest seller was Pacer Advisors, cutting an estimated $441M.

  • 1,000 institutional investors held Viatris (VTRS) as of Q3 2024, up from 995 in Q2 2024.
  • Funds reported $11.1B of Viatris stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q3 2024 and 71 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q3 2024 was Millennium Management, an estimated $62.3M added.
  • The largest Viatris seller in Q3 2024 was Pacer Advisors, an estimated $441M sold.

Based on aggregated 13F filings for Q3 2024.