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Viatris

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25%70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 542568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
476
Virtus Investment Advisers
Connecticut
$94K +$97.3K +2,413 New
AIM
477
Arcadia Investment Management
Michigan
$91K -$218K -5,400 -70%
AIS
478
Accurate Investment Solutions
Pennsylvania
$89K +$16.1K +400 +21%
Northwestern Mutual Wealth Management
479
Northwestern Mutual Wealth Management
Wisconsin
$80K -$18.9K -468 -18%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$78K +$18.1K +448 +29%
MMG
481
Monetary Management Group
Missouri
$78K +$80.6K +2,000 New
Loomis, Sayles & Company
482
Loomis, Sayles & Company
Massachusetts
$77K
GLI
483
Guardian Life Insurance
New York
$69K +$484 +12 +0.7%
Korea Investment Corp
484
Korea Investment Corp
South Korea
$68K +$48.7K +1,208 +225%
MIC
485
MU Investments Company
Japan
$65K -$2.82K -70 -4%
TDC
486
Thompson Davis & Co
Virginia
$61K -$16.1K -400 -20%
JG
487
Jefferies Group
New York
$60K +$40.9K +1,015 +196%
OAM
488
Oppenheimer Asset Management
New York
$60K +$61.9K +1,536 New
PCP
489
Proficio Capital Partners
Massachusetts
$51K +$6.73K +167 +15%
DADC
490
D.A. Davidson & Co
Montana
$50K -$366K -9,069 -87%
RIM
491
Rampart Investment Management
Connecticut
$50K +$52K +1,291 New
TCM
492
Tradewinds Capital Management
Washington
$49K
MFW
493
Mosaic Family Wealth
Missouri
$47K -$32.3K -800 -40%
CPA
494
Clear Perspective Advisors
Illinois
$46K
KKAMG
495
Kernodle & Katon Asset Management Group
Arkansas
$45K +$484 +12 +1%
Schroder Investment Management Group
496
Schroder Investment Management Group
United Kingdom
$42K
PCM
497
Prelude Capital Management
New York
$41K +$42.6K +1,058 New
BTIS
498
BB&T Investment Services
North Carolina
$39K
FAM
499
Fred Alger Management
New York
$38K
CCM
500
Cribstone Capital Management
Maine
$37K -$4.03K -100 -10%

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.