We are live on ! Find out more
VTRS icon

Viatris

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25%70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 542568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
501
Central Trust Company
Missouri
$33K -$38.5K -954 -53%
WAM
502
Wealthspire Advisors (Maryland)
Maryland
$32K +$2.9K +72 +10%
DSC
503
Duncker Streett & Co
Missouri
$32K +$6.05K +150 +22%
CFA
504
CT Financial Advisors
Pennsylvania
$31.2K +$20.2K +500 +167%
SIC
505
Salem Investment Counselors
North Carolina
$31K -$1.33K -33 -4%
IDBONY
506
Israel Discount Bank of New York
New York
$31K
TCOV
507
Trust Company of Vermont
Vermont
$30K -$7.05K -175 -19%
MAM
508
Meeder Asset Management
Ohio
$30K +$30.6K +759 New
CFA
509
Carroll Financial Associates
North Carolina
$29K -$13.6K -337 -31%
BKA
510
Brick & Kyle Associates
Pennsylvania
$29K
SNT
511
Security National Trust
West Virginia
$29K
GI
512
Gradient Investments
Minnesota
$29K +$26.7K +663 +839%
BC
513
Bartlett & Co
Ohio
$28K
VIA
514
Vantage Investment Advisors
Pennsylvania
$28K
PA
515
Parallel Advisors
California
$27K +$4.43K +110 +18%
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K
QAM
517
QCI Asset Management
New York
$26K +$16.1K +400 +144%
FPS
518
Fieldpoint Private Securities
Connecticut
$26K +$27.4K +679 New
IUHSA
519
Itau Unibanco Holding S.A.
Brazil
$25K +$25.5K +633 New
CHP
520
Cable Hill Partners
Oregon
$23K
LWM
521
LBA Wealth Management
Florida
$23K
PFSC
522
Peoples Financial Services Corp
Pennsylvania
$20K +$4.39K +109 +27%
MRCM
523
M&R Capital Management
New Jersey
$19K
MA
524
MUFG Americas
New York
$19K
EWM
525
Evercore Wealth Management
New York
$16K -$1.49K -37 -8%

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.