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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
CICI
476
Capital Investment Counsel Inc
North Carolina
$212K +$195K +5,550 New
WSTAM
477
Wilbanks Smith & Thomas Asset Management
Virginia
$209K +$193K +5,486 New
DC
478
Davenport & Co
Virginia
$208K +$192K +5,450 New
IRS
479
Invictus RG (Singapore)
Singapore
$208K -$125K -3,540 -39%
Cambridge Investment Research Advisors
480
Cambridge Investment Research Advisors
Iowa
$205K +$189K +5,364 New
HCM
481
Highlander Capital Management
New Jersey
$202K
GLI
482
Guardian Life Insurance
New York
$175K -$5.77K -164 -3%
Northwestern Mutual Wealth Management
483
Northwestern Mutual Wealth Management
Wisconsin
$170K
Fuller & Thaler Asset Management
484
Fuller & Thaler Asset Management
California
$153K +$38.7K +1,100 +38%
ECM
485
Endex Capital Management
Kansas
$152K
SNT
486
Security National Trust
West Virginia
$133K
ICM
487
ICC Capital Management
Florida
$130K -$80.3K -2,282 -40%
RC
488
Riversville Capital
Connecticut
$126K
GIS
489
Guardian Investor Services
New York
$117K -$5.63K -160 -5%
HCM
490
Horrell Capital Management
Arkansas
$115K
M&T Bank
491
M&T Bank
New York
$108K -$4.37K -124 -4%
PP
492
Palladium Partners
Virginia
$107K
ARMC
493
American Research & Management Company
Massachusetts
$103K
SHWM
494
Smith & Howard Wealth Management
Georgia
$103K +$95.4K +2,710 New
PTC
495
Private Trust Company
Ohio
$99K -$4.93K -140 -5%
LWCFA
496
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K
WA
497
WFG Advisors
Texas
$91K +$7.39K +210 +10%
HRIA
498
Haberer Registered Investment Advisor
Ohio
$87K
OSNBOA
499
Old Second National Bank of Aurora
Illinois
$77K
SAMC
500
Shinko Asset Management Company
Japan
$73K -$7.04K -200 -10%

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.