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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
476
Reilly Financial Advisors
California
$354K
WS
477
Wedbush Securities
California
$351K -$582K -12,105 -65%
DIA
478
Denver Investment Advisors
Colorado
$351K -$337K -7,000 Closed
GW
479
GW & Wade
Massachusetts
$349K
MHS
480
M Holdings Securities
Oregon
$329K +$26.2K +545 +10%
IC
481
Inverness Counsel
New York
$328K -$2.84M -59,030 -91%
WAM
482
Wealthspire Advisors (Maryland)
Maryland
$327K +$291K +6,052 New
W
483
Wealthfront
California
$318K +$207K +4,298 +271%
BO
484
Bank OZK
Arkansas
$317K
GRQ
485
Gardner Russo & Quinn
Pennsylvania
$316K
PNC
486
Park National Corp
Ohio
$310K +$240 +5 +0.1%
Canada Pension Plan Investment Board
487
Canada Pension Plan Investment Board
Ontario, Canada
$304K -$8.19M -170,339 -97%
IA
488
IFP Advisors
Florida
$304K +$270K +5,615 New
HCM
489
Highlander Capital Management
New Jersey
$299K -$204K -4,250 -43%
RIL
490
Rothschild Investment LLC
Illinois
$297K
MRCM
491
M&R Capital Management
New Jersey
$297K +$264K +5,500 New
UR
492
USCA RIA
Texas
$289K -$152K -3,160 -37%
AT
493
Arden Trust
Delaware
$289K -$75.6K -1,572 -23%
FHA
494
First Horizon Advisors
Tennessee
$278K -$11.7K -244 -5%
FNT
495
First National Trust
Pennsylvania
$273K -$18.5K -385 -7%
ICAS
496
Investors Capital Advisory Services
Massachusetts
$273K +$244K +5,072 New
AA
497
Ancora Advisors
Ohio
$270K +$240K +5,000 New
CF
498
CenterStar Fund
Illinois
$264K
CAM
499
CG Asset Management
New York
$262K -$574K -11,945 -71%
YMRC
500
Yorktown Management & Research Company
Virginia
$260K +$231K +4,800 New

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.