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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
IPAM
26
ICICI Prudential Asset Management
India
$90M -$287K -30,000 -0.4%
Amundi
27
Amundi
France
$80.7M +$4.06M +423,949 +6%
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$76.3M +$9.47M +988,948 +16%
Bank of America
29
Bank of America
North Carolina
$69.4M -$18.5M -1,933,205 -23%
GCM
30
Glenview Capital Management
New York
$65.7M +$58.1M +6,065,047 New
ICM
31
Invenomic Capital Management
Massachusetts
$63M -$10.9M -1,139,765 -16%
UBS AM
32
UBS AM
Illinois
$50.8M -$1.41M -147,302 -3%
JP Morgan Chase
33
JP Morgan Chase
New York
$49.4M -$4.33M -452,110 -9%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$47.2M +$5.99M +625,220 +17%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$46.3M +$1.45M +151,205 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$45M +$5.57M +581,574 +16%
Goldman Sachs
37
Goldman Sachs
New York
$45M -$1.51M -157,273 -4%
Swiss National Bank
38
Swiss National Bank
Switzerland
$40.6M -$1.01M -105,700 -3%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$38.5M -$1.38M -144,560 -4%
GC
40
Greenlight Capital
New York
$36.3M +$32.1M +3,355,770 New
Fidelity International
41
Fidelity International
Bermuda
$35.9M +$9.13M +952,981 +40%
First Trust Advisors
42
First Trust Advisors
Illinois
$35.9M -$14.1M -1,476,948 -31%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$34.8M +$21.3M +2,227,392 +226%
Barclays
44
Barclays
United Kingdom
$33.6M +$7.98M +833,444 +37%
N
45
Nuveen
North Carolina
$32.9M -$280K -29,233 -1%
Wells Fargo
46
Wells Fargo
California
$31.4M -$2.27M -236,876 -8%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$30.6M -$613K -64,003 -2%
UBS Group
48
UBS Group
Switzerland
$28.7M -$10.6M -1,107,127 -29%
CCM
49
Callodine Capital Management
Massachusetts
$27.3M +$1.92M +200,000 +9%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$26.1M -$4.88M -509,275 -17%

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.