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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
526
Benjamin F. Edwards & Company
Missouri
$16K -$8.8K -250 -37%
Manulife (Manufacturers Life Insurance)
527
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9K +$701K +19,899 +5%
PFS
528
Penseco Financial Services
Pennsylvania
$15K
CAM
529
ClariVest Asset Management
California
$13K
QAM
530
QCI Asset Management
New York
$11K
ST
531
SpiderRock Trading
Illinois
$11K
DADC
532
D.A. Davidson & Co
Montana
$11K +$1.73K +49 +18%
ST
533
Spot Trading
Illinois
$10K -$3.96M -112,490 -100%
EFSCE
534
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$915 +26 +12%
RNS
535
Robert N. Shapiro
$10K +$9.15K +260 New
DAM
536
Delta Asset Management
Tennessee
$7K
JFA
537
JNBA Financial Advisors
Minnesota
$7K
TCOV
538
Trust Company of Vermont
Vermont
$7K
LWA
539
Lenox Wealth Advisors
New York
$5K
FANJ
540
Financial Architects (New Jersey)
New Jersey
$5K +$4.58K +130 New
SFSIG
541
San Francisco Sentry Investment Group
California
$4K -$1.13K -32 -23%
CA
542
CapWealth Advisors
Tennessee
$3K
Jones Financial Companies
543
Jones Financial Companies
Missouri
$2K -$45.2K -1,285 -96%
DBT
544
Dubuque Bank & Trust
Iowa
$2K
HF
545
Hoxton Financial
West Virginia
$2K
NC
546
NewSquare Capital
Pennsylvania
$2K +$2.22K +63 New
FPCG
547
Fort Pitt Capital Group
Pennsylvania
$1.04K
UB
548
UMB Bank
Missouri
$392 +$2.64K +75 +0.7%
SC
549
Samlyn Capital
New York
-$42.7M -1,375,200 Closed
CII
550
CR Intrinsic Investors
Connecticut
-$37.2M -1,200,000 Closed

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.