We are live on ! Find out more
VTRS icon

Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
501
Fukoku Mutual Life Insurance
Japan
$197K +$208K +20,000 New
SC
502
Searle & Co
Connecticut
$197K
MGIA
503
Moneta Group Investment Advisors
Missouri
$195K -$9.85K -946 -5%
EHWM
504
Eads & Heald Wealth Management
Georgia
$195K -$656 -63 -0.3%
BAM
505
Blueshift Asset Management
New Jersey
$192K +$203K +19,494 New
HWM
506
HB Wealth Management
Georgia
$192K +$10.9K +1,050 +6%
TH
507
TCTC Holdings
Texas
$189K -$3.4K -326 -2%
KA
508
Kovack Advisors
Florida
$188K +$4.42K +425 +2%
CK
509
Cohen Klingenstein
New York
$185K -$1.27K -122 -0.6%
GJIA
510
Glass Jacobson Investment Advisors
Maryland
$185K -$14.2K -1,361 -7%
UB
511
UMB Bank
Missouri
$182K +$44.2K +4,245 +30%
CT
512
Chicago Trust
Illinois
$182K
Lido Advisors
513
Lido Advisors
California
$181K -$182K -17,500 -49%
RHAM
514
Round Hill Asset Management
California
$180K -$5.92K -569 -3%
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$180K +$190K +18,283 New
CC
516
Centiva Capital
New York
$180K +$190K +18,241 New
BI
517
Berkeley Inc
Idaho
$179K -$30.1K -2,892 -14%
OA
518
Oak Associates
Ohio
$179K
UM
519
UniSuper Management
Australia
$178K -$19.7K -1,893 -9%
BB
520
Busey Bank
Illinois
$178K -$24.4K -2,346 -12%
VFA
521
Valeo Financial Advisors
Indiana
$178K +$12.8K +1,233 +7%
MML Investors Services
522
MML Investors Services
Massachusetts
$171K +$36.8K +3,530 +25%
FMAEN1
523
Fund Management at Engine No 1
California
$169K +$16.1K +1,550 +10%
FLPIM
524
F.L. Putnam Investment Management
Massachusetts
$169K -$5.97K -573 -3%
ADMI
525
Albert D. Mason Inc
Massachusetts
$168K +$55.1K +5,292 +45%

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.