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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
26
BNP Paribas Asset Management
France
$110M -$14.9M -424,404 -13%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$104M +$1.81M +51,335 +2%
Fidelity International
28
Fidelity International
Bermuda
$102M +$94.3M +2,677,695 New
Principal Financial Group
29
Principal Financial Group
Iowa
$101M +$47.9M +1,361,673 +106%
SO
30
STRS Ohio
Ohio
$98.5M +$3.47M +98,427 +4%
Credit Agricole
31
Credit Agricole
France
$96.7M +$89.2M +2,533,570 New
TG
32
TCW Group
California
$95.3M -$20.9M -594,763 -19%
Jennison Associates
33
Jennison Associates
New York
$91.7M -$915K -25,999 -1%
JP Morgan Chase
34
JP Morgan Chase
New York
$91.6M -$11.6M -330,713 -12%
IG
35
ING Group
Netherlands
$82.3M -$54.4M -1,546,163 -42%
Millennium Management
36
Millennium Management
New York
$79.7M +$58.2M +1,653,419 +380%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$78.4M +$60.9M +1,730,430 +537%
CCM
38
Camber Capital Management
Massachusetts
$72.5M +$3.52M +100,000 +6%
TA
39
Teachers Advisors
New York
$70.8M +$3.75M +106,514 +6%
Deutsche Bank
40
Deutsche Bank
Germany
$67.6M +$4.99M +141,675 +9%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$67.2M -$21.1M -600,071 -25%
CA
42
Commerzbank Aktiengesellschaft
Germany
$66.5M -$87.2M -2,478,255 -59%
BA
43
BlackRock Advisors
Delaware
$63.6M +$58.5M +1,662,910 +35,939%
Allianz Asset Management
44
Allianz Asset Management
Germany
$63.4M +$3.86M +109,532 +7%
Legal & General Group
45
Legal & General Group
United Kingdom
$63.2M -$5.64M -160,219 -9%
Teacher Retirement System of Texas
46
Teacher Retirement System of Texas
Texas
$60.6M -$5.1M -145,005 -8%
EAM
47
Eagle Asset Management
Florida
$60.6M +$12M +340,060 +27%
MDSL
48
M.D. Sass LLC
New York
$60.3M -$1.35M -38,350 -2%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$60.2M -$5.34M -151,682 -9%
Calamos Advisors
50
Calamos Advisors
Illinois
$56.2M -$6.23M -176,851 -11%

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.