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Viatris

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25%70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 542568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
Clal Insurance
Israel
$144M +$23.8M +591,324 +19%
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$140M +$145M +3,602,271 New
O
28
OppenheimerFunds
New York
$131M +$32.7M +811,800 +32%
Renaissance Technologies
29
Renaissance Technologies
New York
$97M +$39.7M +984,400 +65%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$94.9M +$5.61M +139,282 +6%
Legal & General Group
31
Legal & General Group
United Kingdom
$84.2M +$3.48M +86,371 +4%
DM
32
Deerfield Management
New York
$79.6M +$11.1M +275,846 +16%
CS
33
Credit Suisse
Switzerland
$78.9M +$698K +17,322 +0.9%
TA
34
Teachers Advisors
New York
$75.8M +$44.1M +1,093,160 +129%
AL
35
Appaloosa LP
New Jersey
$74.1M -$55.4M -1,375,000 -42%
CLM
36
ClearBridge LLC (Maryland)
Maryland
$71.4M -$180K -4,460 -0.2%
CC
37
Carlson Capital
Texas
$70.1M +$24.1M +598,596 +50%
Swiss National Bank
38
Swiss National Bank
Switzerland
$62.8M +$13.9M +345,400 +27%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$61.5M +$34.2M +849,336 +117%
Bank of America
40
Bank of America
North Carolina
$61.3M +$4.44M +110,173 +8%
Charles Schwab
41
Charles Schwab
California
$61.2M -$2.59M -64,362 -4%
TCM
42
Tekla Capital Management
Massachusetts
$60.5M +$16.7M +414,860 +37%
MC
43
Maverick Capital
Texas
$60.3M -$90.9M -2,253,833 -59%
H
44
Hexavest
Quebec, Canada
$56.2M +$2.69M +66,807 +5%
O
45
OrbiMed
New York
$50.7M +$52.4M +1,300,000 New
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$50.4M +$10M +248,320 +24%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$49.6M +$3.41M +84,549 +7%
ClearBridge Investments
48
ClearBridge Investments
New York
$49.3M +$35.8K +888 +0.1%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$47.9M -$1.11M -27,577 -2%
GC
50
Guggenheim Capital
Illinois
$47.9M +$930K +23,061 +2%

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.