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Viatris

511 hedge funds and large institutions have $15.8B invested in Viatris in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $15.5B → $15.8B (+$257M)

0.04% less ownership

Funds ownership: 83.81%83.77% (-0.04%)

4% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 183

9% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 70

2% less funds holding

Funds holding: 520511 (-9)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

50% less call options, than puts

Call options by funds: $147M | Put options by funds: $292M

Holders
511
Holders Change
-9
Holders Change %
-1.73%
% of All Funds
11.68%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.39%
New
64
Increased
175
Reduced
183
Closed
70
Calls
$147M
Puts
$292M
Net Calls
-$145M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
476
Patten Group
Tennessee
$7K
BCM
477
Blume Capital Management
California
$7K +$7.51K +200 New
TFS
478
TrustCore Financial Services
Tennessee
$6K -$5.82K -155 -50%
TPWA
479
TRUE Private Wealth Advisors
Oregon
$5.89K +$6.04K +161 New
SCM
480
Stanley Capital Management
Texas
$5.56K
WIM
481
Westside Investment Management
California
$5.47K
CAW
482
Cornerstone Advisors (Washington)
Washington
$5K -$2.18K -58 -32%
PCP
483
Proficio Capital Partners
Massachusetts
$5K -$1.16K -31 -17%
AC
484
Avestar Capital
New York
$5K -$1.05K -28 -12%
AIL
485
AGF Investments LLC
Ontario, Canada
$5K
DSC
486
Duncker Streett & Co
Missouri
$5K
SHJ
487
Sharkey, Howes & Javer
Colorado
$5K
MFW
488
Mosaic Family Wealth
Missouri
$4K -$6.42K -171 -62%
FANJ
489
Financial Architects (New Jersey)
New Jersey
$4K
FHA
490
Flagship Harbor Advisors
Massachusetts
$4K
GCM
491
Gables Capital Management
Florida
$4K
CG
492
Cutler Group
California
$3K -$86.3K -2,300 -96%
ASN
493
Advisory Services Network
Georgia
$3K
SFSIG
494
San Francisco Sentry Investment Group
California
$3K +$2.67K +71 New
GAM
495
Gemmer Asset Management
California
$3K +$2.85K +76 +633%
FMTCOCP
496
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K -$2.52K -67 -50%
ADL
497
Asset Dedication LLC
California
$2K -$38 -1 -2%
BWM
498
Baystate Wealth Management
Massachusetts
$2K
OFW
499
Omnia Family Wealth
Florida
$2K
VNA
500
Valley National Advisers
Pennsylvania
$2K +$1.88K +50 New

VTRS Hedge Fund Activity: Q3 2018 in Review

511 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2018, worth a combined $15.8B — up 1.7% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of VTRS and 64 opened new positions — a net loss of 6 holders — while 183 trimmed existing stakes and 175 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $141M. The largest seller was Greenlight Capital, exiting entirely with an estimated $248M sold.

  • 511 institutional investors held Viatris (VTRS) as of Q3 2018, down from 520 in Q2 2018.
  • Funds reported $15.8B of Viatris stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 64 funds opened new Viatris positions in Q3 2018 and 70 closed out, a net change of -6 holders.
  • The largest Viatris buyer in Q3 2018 was Viking Global Investors, an estimated $141M added.
  • The largest Viatris seller in Q3 2018 was Greenlight Capital, an estimated $248M sold.

Based on aggregated 13F filings for Q3 2018.