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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
476
Cypress Capital Group
Florida
$237K -$14.1K -1,473 -6%
GIA
477
Gateway Investment Advisers
Ohio
$237K +$109K +11,354 +108%
KeyBank National Association
478
KeyBank National Association
Ohio
$234K -$43.3K -4,521 -17%
HNB
479
Huntington National Bank
Ohio
$234K -$26.1K -2,731 -11%
Wolverine Trading
480
Wolverine Trading
Illinois
$233K +$206K +21,522 New
PAS
481
Park Avenue Securities
New York
$233K +$881 +92 +0.4%
SFWC
482
Strategic Family Wealth Counselors
New Jersey
$233K
BFS
483
Bard Financial Services
Connecticut
$231K -$14.7K -1,530 -7%
NSEDCP
484
NJ State Employees Deferred Compensation Plan
New Jersey
$230K
SCM
485
Sebold Capital Management
Illinois
$228K
Baird Financial Group
486
Baird Financial Group
Wisconsin
$228K -$143K -14,932 -41%
APG
487
Abacus Planning Group
South Carolina
$228K -$410K -42,805 -67%
SPIA
488
Steward Partners Investment Advisory
New York
$226K -$10.2K -1,060 -5%
EL
489
Essex LLC
Illinois
$226K
LIP
490
Liontrust Investment Partners
United Kingdom
$224K -$136K -14,239 -41%
BCV
491
Banque Cantonale Vaudoise
Switzerland
$221K -$397K -41,498 -67%
PCMC
492
Paragon Capital Management (Colorado)
Colorado
$221K -$41.9K -4,373 -18%
VSQM
493
V-Square Quantitative Management
Illinois
$219K
SWS
494
SYSTM Wealth Solutions
Illinois
$218K
FMLI
495
Fukoku Mutual Life Insurance
Japan
$217K
1IA
496
1620 Investment Advisors
Massachusetts
$215K -$238K -24,865 -56%
SOW
497
State of Wyoming
Wyoming
$211K +$27.7K +2,892 +17%
MGIA
498
Moneta Group Investment Advisors
Missouri
$211K -$3.09K -323 -2%
MFAM
499
Motley Fool Asset Management
Virginia
$211K -$19.9K -2,081 -10%
EFS
500
Essex Financial Services
Connecticut
$205K -$25.5K -2,664 -12%

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.