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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$86.9M -$4.71M -450,911 -5%
Citadel Advisors
27
Citadel Advisors
Florida
$86.1M -$33.2M -3,179,967 -29%
Two Sigma Investments
28
Two Sigma Investments
New York
$77.8M +$3.02M +288,877 +4%
LSV Asset Management
29
LSV Asset Management
Illinois
$73.7M +$155K +14,832 +0.2%
JP Morgan Chase
30
JP Morgan Chase
New York
$62.6M +$17.8M +1,707,554 +44%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$58.4M -$6.96M -665,571 -11%
Millennium Management
32
Millennium Management
New York
$57.9M -$24.6M -2,357,045 -31%
Swiss National Bank
33
Swiss National Bank
Switzerland
$54.9M -$3.4M -325,523 -6%
UBS AM
34
UBS AM
Illinois
$51.7M +$4.96M +474,699 +11%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$49.9M -$1.05M -100,783 -2%
Ameriprise
36
Ameriprise
Minnesota
$49.7M +$5.87M +561,689 +14%
First Trust Advisors
37
First Trust Advisors
Illinois
$45.6M -$6.42M -614,681 -13%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$43.5M -$11M -1,053,143 -21%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$41M +$6.76M +647,094 +21%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$40.9M +$40.4K +3,865 +0.1%
Renaissance Technologies
41
Renaissance Technologies
New York
$40.1M +$3.67M +351,363 +11%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$38.2M -$30.2M -2,890,787 -46%
Goldman Sachs
43
Goldman Sachs
New York
$37M -$43.9M -4,202,178 -56%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$36.6M -$25.2M -2,408,014 -42%
N
45
Nuveen
North Carolina
$36M -$1.52M -145,602 -4%
Wells Fargo
46
Wells Fargo
California
$35M -$3.96M -379,134 -11%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$33.6M +$1.77M +169,090 +6%
Macquarie Group
48
Macquarie Group
Australia
$33M -$467K -44,735 -1%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$32M +$14.6M +1,396,781 +94%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$31.4M +$442K +42,264 +2%

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.