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Viatris

439 hedge funds and large institutions have $8.42B invested in Viatris in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 173 increasing their positions, 142 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $245M | Put options by funds: $175M

22% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 142

1.25% more ownership

Funds ownership: 84.67%85.92% (+1.2%)

7% less funds holding

Funds holding: 474439 (-35)

32% less capital invested

Capital invested by funds: $12.4B → $8.42B (-$3.96B)

32% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 87

50% less funds holding in top 10

Funds holding in top 10: 168 (-8)

Holders
439
Holders Change
-35
Holders Change %
-7.38%
% of All Funds
9.54%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
59
Increased
173
Reduced
142
Closed
87
Calls
$245M
Puts
$175M
Net Calls
+$70.4M
Net Calls Change
+$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OWD
501
Osborn Williams & Donohoe
Ohio
-$7K -275 Closed
SWP
502
Strategic Wealth Partners
Ohio
-$7K -229 Closed
Loomis, Sayles & Company
503
Loomis, Sayles & Company
Massachusetts
-$6K -208 Closed
CTC
504
Central Trust Company
Missouri
-$6K -200 Closed
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
-$6K -200 Closed
TAIM
506
TD Ameritrade Investment Management
Nebraska
-$5K -165 Closed
LC
507
Lindbrook Capital
California
-$3.49K -158 -89%
TFS
508
TrustCore Financial Services
Tennessee
-$4K -157 Closed
AssetMark Inc
509
AssetMark Inc
California
-$4K -155 Closed
FANJ
510
Financial Architects (New Jersey)
New Jersey
-$3K -122 Closed
MFW
511
Mosaic Family Wealth
Missouri
-$3K -103 Closed
HNB
512
Huntington National Bank
Ohio
-$3K -100 Closed
GAM
513
Gemmer Asset Management
California
-$3K -91 Closed
PCM
514
Prelude Capital Management
New York
-$2K -88 Closed
IWP
515
Icon Wealth Partners
Texas
-$2K -85 Closed
HFM
516
Harvest Fund Management
China
-$2K -73 Closed
LFA
517
Legacy Financial Advisors
Kentucky
-$2K -66 Closed
CFB
518
Cullen/Frost Bankers
Texas
-$1K -38 Closed
WCM
519
WealthBridge Capital Management
Ohio
-$1K -28 Closed
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -24 Closed
VFA
521
Valeo Financial Advisors
Indiana
+$221 +10 New
GWS
522
Glassman Wealth Services
Virginia
+$287 +13 New
TWA
523
TCI Wealth Advisors
Arizona
+$310 +14 +700%
VCM
524
Versant Capital Management
Arizona
+$310 +14 New