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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
501
SYSTM Wealth Solutions
Illinois
$231K -$9.83K -816 -4%
ECM
502
Evergreen Capital Management
Washington
$230K +$68K +5,647 +42%
MGIA
503
Moneta Group Investment Advisors
Missouri
$227K -$5.64K -468 -2%
CK
504
Cohen Klingenstein
New York
$225K
TH
505
TCTC Holdings
Texas
$223K -$819 -68 -0.4%
MFAM
506
Motley Fool Asset Management
Virginia
$221K -$11.5K -954 -5%
SOW
507
State of Wyoming
Wyoming
$220K -$13.2K -1,095 -6%
BV
508
Boxwood Ventures
Illinois
$219K +$220K +18,304 New
PA
509
Parallel Advisors
California
$217K +$1.93K +160 +0.9%
OA
510
Oak Associates
Ohio
$216K
KI
511
Kapitalo Investimentos
Brazil
$216K +$218K +18,063 New
RIL
512
Rothschild Investment LLC
Illinois
$214K -$3.77K -313 -2%
PP
513
Paloma Partners
Connecticut
$214K +$216K +17,911 New
RHAM
514
Round Hill Asset Management
California
$214K -$2.3K -191 -1%
Kovitz Investment Group Partners
515
Kovitz Investment Group Partners
Illinois
$213K +$8.97K +745 +4%
William Blair & Company
516
William Blair & Company
Illinois
$213K -$6.61K -549 -3%
ADMI
517
Albert D. Mason Inc
Massachusetts
$212K -$3.01K -250 -1%
STA
518
Summit Trail Advisors
New York
$208K +$24.8K +2,059 +13%
EF
519
Empowered Funds
Pennsylvania
$208K -$101K -8,402 -33%
SFI
520
Siemens Fonds Invest
Germany
$206K -$6.61K -549 -3%
TG
521
TCW Group
California
$206K +$208K +17,287 New
MML Investors Services
522
MML Investors Services
Massachusetts
$206K +$16.6K +1,381 +9%
CAM
523
Cidel Asset Management
Ontario, Canada
$205K -$1.49K -124 -0.7%
MYAM
524
Meiji Yasuda Asset Management
Japan
$202K +$42.3K +3,510 +26%
ATC
525
Argent Trust Co
Tennessee
$202K -$60.9K -5,052 -23%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.