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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
476
Beacon Pointe Advisors
California
$251K +$60.7K +5,811 +35%
HSA
477
HBK Sorce Advisory
Pennsylvania
$250K +$128K +12,217 +119%
SA
478
Syntax Advisors
New York
$250K -$37.2K -3,561 -14%
VCG
479
Vantage Consulting Group
Virginia
$250K -$37.2K -3,561 -14%
MMG
480
Monetary Management Group
Missouri
$248K +$2.51K +240 +1%
MFAM
481
Motley Fool Asset Management
Virginia
$248K -$16.6K -1,585 -7%
EFS
482
Essex Financial Services
Connecticut
$247K -$5.01K -479 -2%
WJWM
483
Williams Jones Wealth Management
New York
$246K -$7.91K -757 -3%
BI
484
Berkeley Inc
Idaho
$245K +$1.37K +131 +0.6%
SS
485
Simplicity Solutions
Minnesota
$245K -$9.93K -950 -4%
RFC
486
Regions Financial Corp
Alabama
$244K -$26.7K -2,556 -10%
SFWC
487
Strategic Family Wealth Counselors
New Jersey
$239K +$899 +86 +0.4%
CC
488
Corton Capital
Ontario, Canada
$239K -$47.9K -4,586 -18%
KPWS
489
Kestra Private Wealth Services
Texas
$238K -$8.17K -782 -4%
V
490
Veritable
Delaware
$238K +$14.4K +1,377 +7%
NSEDCP
491
NJ State Employees Deferred Compensation Plan
New Jersey
$236K
SCM
492
Sebold Capital Management
Illinois
$236K +$221K +21,180 New
BSW
493
Buckingham Strategic Wealth
Missouri
$235K -$13.1K -1,256 -6%
CTC
494
Central Trust Company
Missouri
$235K -$62.1K -5,942 -22%
EL
495
Essex LLC
Illinois
$232K -$1.72K -165 -0.8%
APA
496
Astoria Portfolio Advisors
New York
$232K +$23.6K +2,262 +13%
BB
497
Busey Bank
Illinois
$232K -$14.9K -1,425 -6%
SBL
498
Sargent Bickham Lagudis
Colorado
$231K -$742 -71 -0.3%
MFG
499
MidWestOne Financial Group
Iowa
$230K +$899 +86 +0.4%
TH
500
TCTC Holdings
Texas
$226K -$3.13K -300 -1%

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.