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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IMS
501
Index Management Solutions
Pennsylvania
$73K +$67.6K +1,921 New
BC
502
Bartlett & Co
Ohio
$70K
MIC
503
MU Investments Company
Japan
$70K
SIA
504
Sit Investment Associates
Minnesota
$69K
NES
505
New England Securities
New York
$67K -$574K -16,295 -90%
ECM
506
ETrade Capital Management
Virginia
$60K +$14.3K +407 +35%
OMCS
507
Old Mutual Customised Solutions
South Africa
$53K
PMFA
508
Plante Moran Financial Advisors
Michigan
$53K +$49.3K +1,400 New
FAM
509
Formidable Asset Management
Ohio
$50K +$44.9K +1,275 New
HI
510
Hudock Inc
Pennsylvania
$48K
TFMS
511
Trust & Fiduciary Management Services
Massachusetts
$47K +$3.03K +86 +8%
MWP
512
MYCIO Wealth Partners
Pennsylvania
$46K
MCM
513
Manchester Capital Management
Vermont
$43K -$6.37K -181 -14%
1IC
514
1919 Investment Counsel
Maryland
$41K
ST
515
Stifel Trust
Missouri
$39K
MUMSS
516
Mitsubishi UFJ Morgan Stanley Securities
Japan
$35K -$54.6K -1,550 -63%
PAS
517
Partnervest Advisory Services
California
$35K
HR
518
Howe & Rusling
New York
$31K -$60.7K -1,723 -68%
OIA
519
Optimum Investment Advisors
Illinois
$23K +$21.1K +600 New
TFA
520
Transamerica Financial Advisors
Florida
$22K -$44.7K -1,271 -69%
First Manhattan
521
First Manhattan
New York
$22K
CFA
522
Carroll Financial Associates
North Carolina
$22K +$3.24K +92 +19%
AC
523
Alexandria Capital
Virginia
$21K -$15.2K -431 -44%
BPBT
524
Boston Private Bank & Trust
Massachusetts
$18K
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$17K

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.