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Viatris

661 hedge funds and large institutions have $19.3B invested in Viatris in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 249 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

29% more capital invested

Capital invested by funds: $15B → $19.3B (+$4.3B)

5% more funds holding

Funds holding: 629661 (+32)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 249

38% less call options, than puts

Call options by funds: $321M | Put options by funds: $517M

Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
17.63%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.8%
New
98
Increased
211
Reduced
249
Closed
54
Calls
$321M
Puts
$517M
Net Calls
-$196M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
476
Huntington National Bank
Ohio
$504K -$46.6K -868 -9%
JIP
477
Jaffetilchin Investment Partners
Florida
$502K +$478K +8,898 New
GCC
478
Guardian Capital (Canada)
Ontario, Canada
$499K +$475K +8,847 New
ABTD
479
Arvest Bank Trust Division
Oklahoma
$498K
FHB
480
First Hawaiian Bank
Hawaii
$490K -$53.7K -1,000 -10%
Belvedere Trading
481
Belvedere Trading
Illinois
$476K +$453K +8,440 New
CAM
482
Congress Asset Management
Massachusetts
$472K
SIM
483
SSI Investment Management
California
$470K -$138K -2,570 -24%
ECM
484
Everence Capital Management
Indiana
$469K
Fiera Capital (Canada)
485
Fiera Capital (Canada)
Quebec, Canada
$462K
SOAMC
486
Spirit of America Management Corp
New York
$462K
DJSG
487
D.J. St. Germain
Massachusetts
$461K +$53.7K +1,000 +14%
Two Sigma Advisers
488
Two Sigma Advisers
New York
$458K +$193K +3,600 +80%
MCM
489
Mazama Capital Management
Oregon
$452K +$431K +8,026 New
PAM
490
PartnerRe Asset Management
Connecticut
$449K +$60.4K +1,125 +16%
LTFS
491
Ladenburg Thalmann Financial Services
Florida
$443K +$19.9K +371 +5%
AGM
492
Alpine Global Management
New York
$438K +$417K +7,765 New
CWM
493
Concert Wealth Management
California
$434K +$37.6K +700 +10%
FHC
494
First Heartland Consultants
Missouri
$431K +$20.4K +380 +5%
EOJOAM
495
E. Ohman J:or Asset Management
Sweden
$427K -$129K -2,400 -24%
Simplex Trading
496
Simplex Trading
Illinois
$425K +$404K +7,531 New
CC
497
ClearArc Capital
Ohio
$421K +$16.3K +303 +4%
PCMK
498
Paragon Capital Management (Kansas)
Kansas
$418K
MSFP
499
Mark Sheptoff Financial Planning
Connecticut
$414K +$234K +4,350 +145%
NI
500
Numeric Investors
Massachusetts
$412K +$392K +7,300 New

VTRS Hedge Fund Activity: Q4 2014 in Review

661 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2014, worth a combined $19.3B — up 29% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VTRS positions and 54 closed out — a net gain of 44 holders — while 211 added to existing stakes and 249 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $159M.

  • 661 institutional investors held Viatris (VTRS) as of Q4 2014, up from 629 in Q3 2014.
  • Funds reported $19.3B of Viatris stock for Q4 2014, up 29% quarter-over-quarter.
  • 98 funds opened new Viatris positions in Q4 2014 and 54 closed out, a net change of +44 holders.
  • The largest Viatris buyer in Q4 2014 was T. Rowe Price Associates, an estimated $208M added.
  • The largest Viatris seller in Q4 2014 was Bank of America, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2014.