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Viatris
VTRS

Overview Fund Activity

618 hedge funds and large institutions have $19B invested in Viatris in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-43
Holders Change %
-6.51%
% of All Funds
16.48%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
91
Increased
205
Reduced
226
Closed
122
Calls
$255M
Puts
$254M
Net Calls
+$724K
Net Calls Change
+$197M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$198M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$156M
3
JG
Jefferies Group
New York
+$153M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$150M
5
BA
BlackRock Advisors
Delaware
+$123M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$617M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$242M
3
Goldman Sachs
Goldman Sachs
New York
-$193M
4
JHIU
Janus Henderson Investors US
Colorado
-$170M
5
Deutsche Bank
Deutsche Bank
Germany
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
526
SOL Capital Management
Maryland
$214K – – –
GJIC
527
Gamble Jones Investment Counsel
California
$211K – – –
BAAM
528
Baker Avenue Asset Management
California
$208K -$184K -3,100 -47%
AP
529
Atwood & Palmer
Missouri
$205K – – –
TI
530
Telemetry Investments
New York
$205K +$205K +3,450 New
DADC
531
D.A. Davidson & Co
Montana
$195K +$136K +2,300 +228%
CYG
532
Clean Yield Group
Vermont
$188K +$188K +3,160 New
TCM
533
Tradewinds Capital Management
Washington
$183K – – –
NFG
534
Next Financial Group
Texas
$182K +$15.3K +258 +9%
HCM
535
Horrell Capital Management
Arkansas
$164K – – –
ARMC
536
American Research & Management Company
Massachusetts
$159K – – –
GWS
537
Glassman Wealth Services
Virginia
$158K – – –
GIS
538
Guardian Investor Services
New York
$153K – – –
W
539
Wealthfront
California
$152K +$25.8K +435 +20%
RIA
540
Regal Investment Advisors
Michigan
$148K +$148K +2,500 New
HCP
541
Holt Capital Partners
Texas
$142K – – –
Northwestern Mutual Wealth Management
542
Northwestern Mutual Wealth Management
Wisconsin
$142K +$23.5K +397 +20%
HRIA
543
Haberer Registered Investment Advisor
Ohio
$135K – – –
ASN
544
Advisory Services Network
Georgia
$133K -$32.2K -550 -20%
IWM
545
Integrated Wealth Management
California
$131K +$131K +2,217 New
MUS
546
Mitsubishi UFJ Securities
Japan
$120K +$120K +2,030 New
AAM
547
Advisors Asset Management
Colorado
$113K -$3.25M -54,725 -97%
MIC
548
MU Investments Company
Japan
$110K – – –
LWCFA
549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K – – –
WA
550
WFG Advisors
Texas
$104K -$19K -320 -15%
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