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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
501
Commerce Bank
Missouri
$254K -$66.2K -1,376 -23%
PP
502
Prudential plc
United Kingdom
$254K +$226K +4,696 New
ISL
503
Ingalls & Snyder LLC
New York
$244K +$217K +4,515 New
B
504
Bailard
California
$243K +$216K +4,500 New
NPC
505
National Planning Corporation
California
$242K +$227K +4,716 New
MHC
506
Meyer Handelman Company
New York
$241K +$214K +4,450 New
Nomura Holdings
507
Nomura Holdings
Japan
$240K -$408K -8,484 -66%
AF
508
Arrow Financial
New York
$239K -$744K -15,475 -78%
CAN
509
Cetera Advisor Networks
California
$234K +$209K +4,339 New
Luther King Capital Management (LKCM)
510
Luther King Capital Management (LKCM)
Texas
$229K +$203K +4,228 New
RG
511
Renaissance Group
Kentucky
$223K +$198K +4,122 New
Brown Advisory
512
Brown Advisory
Maryland
$223K +$199K +4,132 New
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$222K +$197K +4,102 New
DADC
514
D.A. Davidson & Co
Montana
$220K +$182K +3,780 +1,260%
NL
515
NWAM LLC
Washington
$219K +$195K +4,056 New
EFS
516
Essex Financial Services
Connecticut
$217K +$193K +4,016 New
BAM
517
Brave Asset Management
New Jersey
$216K -$24K -500 -11%
CA
518
Cornerstone Advisors
North Carolina
$216K +$192K +4,000 New
HA
519
Heartland Advisors
Wisconsin
$216K +$192K +4,000 New
WCA
520
Waratah Capital Advisors
Ontario, Canada
$214K +$190K +3,960 New
CA
521
Cetera Advisors
Colorado
$210K +$187K +3,893 New
HNB
522
Huntington National Bank
Ohio
$207K -$155K -3,232 -46%
AP
523
Atwood & Palmer
Missouri
$187K
NCA
524
NCM Capital Advisers
North Carolina
$187K
CFG
525
Citizens Financial Group
Rhode Island
$181K +$161K +3,350 New

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.