We are live on ! Find out more
VTRS icon

Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
476
1620 Investment Advisors
Massachusetts
$263K +$25.8K +2,146 +11%
EFS
477
Essex Financial Services
Connecticut
$261K +$35K +2,909 +15%
KeyBank National Association
478
KeyBank National Association
Ohio
$260K +$2.46K +204 +0.9%
JCM
479
Jacobi Capital Management
Pennsylvania
$259K -$11.3K -939 -4%
SFWC
480
Strategic Family Wealth Counselors
New Jersey
$256K
C
481
Covestor
United Kingdom
$256K -$6.28K -521 -2%
LCS
482
Levin Capital Strategies
New York
$256K +$258K +21,419 New
NSEDCP
483
NJ State Employees Deferred Compensation Plan
New Jersey
$253K
NA
484
NewEdge Advisors
Louisiana
$253K -$19.1K -1,589 -7%
GT
485
Glenmede Trust
Pennsylvania
$251K -$30.4K -2,527 -11%
SEC
486
Seven Eight Capital
New York
$250K +$252K +20,938 New
VVP
487
Venture Visionary Partners
Ohio
$249K +$252K +20,880 New
EL
488
Essex LLC
Illinois
$249K
CIBC Private Wealth Group
489
CIBC Private Wealth Group
Georgia
$248K +$38.3K +3,179 +18%
CSS
490
Cubist Systematic Strategies
Connecticut
$247K +$245K +20,304 +5,640%
HI
491
Horizon Investments
North Carolina
$246K +$25.8K +2,144 +12%
KPWS
492
Kestra Private Wealth Services
Texas
$246K -$48.8K -4,052 -16%
PCMC
493
Paragon Capital Management (Colorado)
Colorado
$244K +$313 +26 +0.1%
SPIA
494
Steward Partners Investment Advisory
New York
$243K -$5.89K -489 -2%
VSQM
495
V-Square Quantitative Management
Illinois
$242K
ZIG
496
Zuckerman Investment Group
Illinois
$240K +$242K +20,076 New
William Blair Investment Management
497
William Blair Investment Management
Illinois
$238K -$132K -10,988 -36%
VI
498
Vestcor Inc
New Brunswick, Canada
$233K -$104K -8,672 -31%
WB
499
WesBanco Bank
West Virginia
$232K -$35.1K -2,913 -13%
VCG
500
Vantage Consulting Group
Virginia
$231K -$53.4K -4,433 -19%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.