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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CK
501
Cohen Klingenstein
New York
$204K
TH
502
TCTC Holdings
Texas
$203K -$4.35K -454 -2%
AFG
503
Atomi Financial Group
New York
$202K +$178K +18,609 New
HI
504
Horizon Investments
North Carolina
$200K -$521K -54,416 -75%
William Blair & Company
505
William Blair & Company
Illinois
$199K -$60.4K -6,305 -26%
RIL
506
Rothschild Investment LLC
Illinois
$198K -$124K -12,914 -41%
OA
507
Oak Associates
Ohio
$196K
RHAM
508
Round Hill Asset Management
California
$196K -$1.77K -185 -1%
ADMI
509
Albert D. Mason Inc
Massachusetts
$195K +$9.05K +945 +6%
BG
510
Bellevue Group
Switzerland
$195K -$1.52M -158,845 -90%
PA
511
Parallel Advisors
California
$195K -$206K -21,542 -54%
RFC
512
Regions Financial Corp
Alabama
$194K -$49.9K -5,214 -23%
GJIA
513
Glass Jacobson Investment Advisors
Maryland
$193K -$8.62K -900 -5%
SFI
514
Siemens Fonds Invest
Germany
$193K +$171K +17,836 New
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$191K -$6.56K -685 -4%
BB
516
Busey Bank
Illinois
$190K -$5.16K -539 -3%
IAA
517
Independent Advisor Alliance
North Carolina
$188K +$13.8K +1,442 +9%
CIA
518
Choate Investment Advisors
Massachusetts
$188K +$10.4K +1,091 +7%
CAM
519
Cidel Asset Management
Ontario, Canada
$187K +$166K +17,300 New
Kovitz Investment Group Partners
520
Kovitz Investment Group Partners
Illinois
$185K +$42.3K +4,420 +35%
WA
521
Wealth Alliance
New York
$184K +$3.09K +323 +2%
NIM
522
NEOS Investment Management
Connecticut
$184K +$48.1K +5,028 +42%
KA
523
Kovack Advisors
Florida
$183K -$20.9K -2,186 -11%
EFM
524
E Fund Management
China
$179K +$56.7K +5,921 +56%
BCM
525
Brookstone Capital Management
Illinois
$178K +$157K +16,436 New

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.