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Viatris

661 hedge funds and large institutions have $19.3B invested in Viatris in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 249 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

29% more capital invested

Capital invested by funds: $15B → $19.3B (+$4.3B)

5% more funds holding

Funds holding: 629661 (+32)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 249

38% less call options, than puts

Call options by funds: $321M | Put options by funds: $517M

Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
17.63%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.8%
New
98
Increased
211
Reduced
249
Closed
54
Calls
$321M
Puts
$517M
Net Calls
-$196M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
501
Commerce Bank
Missouri
$411K +$33.7K +627 +9%
SWP
502
Stratos Wealth Partners
Ohio
$404K -$322 -6 -0.1%
NIT
503
NumerixS Investment Technologies
British Columbia, Canada
$400K +$381K +7,100 New
ATC
504
Adirondack Trust Company
New York
$397K
ARMT
505
Amica Retiree Medical Trust
Rhode Island
$393K
CLOS
506
Compagnie Lombard Odier SCmA
Switzerland
$390K +$231K +4,302 +164%
CWP
507
Capital Wealth Planning
Florida
$380K
PPCM
508
Pillar Pacific Capital Management
California
$380K
GF
509
Gerstein Fisher
New York
$377K -$591 -11 -0.2%
UR
510
USCA RIA
Texas
$372K -$75.4K -1,405 -18%
BAAM
511
Baker Avenue Asset Management
California
$372K
Envestnet Asset Management
512
Envestnet Asset Management
Illinois
$368K +$18.8K +351 +6%
Bank of Nova Scotia
513
Bank of Nova Scotia
Ontario, Canada
$362K +$9.83K +183 +3%
QIM
514
Quantitative Investment Management
Virginia
$355K +$338K +6,300 New
Truist Financial
515
Truist Financial
North Carolina
$347K +$29.1K +542 +10%
GW
516
GW & Wade
Massachusetts
$334K +$318K +5,930 New
FHA
517
First Horizon Advisors
Tennessee
$333K
MFIMFI
518
Mesirow Financial Investment Management - Fixed Income
Illinois
$329K
BPC
519
Banque Pictet & Cie
Switzerland
$325K +$310K +5,770 New
LCM
520
Laurion Capital Management
New York
$318K +$303K +5,648 New
JT
521
Jump Trading
Illinois
$308K +$293K +5,461 New
TC
522
TradeLink Capital
Illinois
$300K +$286K +5,333 New
DC
523
Davenport & Co
Virginia
$299K
MA
524
MUFG Americas
New York
$294K
CA
525
Cetera Advisors
Colorado
$293K -$19.3K -360 -6%

VTRS Hedge Fund Activity: Q4 2014 in Review

661 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2014, worth a combined $19.3B — up 29% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VTRS positions and 54 closed out — a net gain of 44 holders — while 211 added to existing stakes and 249 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $159M.

  • 661 institutional investors held Viatris (VTRS) as of Q4 2014, up from 629 in Q3 2014.
  • Funds reported $19.3B of Viatris stock for Q4 2014, up 29% quarter-over-quarter.
  • 98 funds opened new Viatris positions in Q4 2014 and 54 closed out, a net change of +44 holders.
  • The largest Viatris buyer in Q4 2014 was T. Rowe Price Associates, an estimated $208M added.
  • The largest Viatris seller in Q4 2014 was Bank of America, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2014.