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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
526
City Holding Co
West Virginia
$178K -$38.5K -800 -20%
OC
527
Oakworth Capital
Alabama
$176K
TCM
528
Tradewinds Capital Management
Washington
$167K
MMG
529
Monetary Management Group
Missouri
$164K -$20.9K -435 -13%
ST
530
Smithfield Trust
Pennsylvania
$164K -$289 -6 -0.2%
MWM
531
MinichMacGregor Wealth Management
New York
$156K +$103K +2,151 New
PAM
532
PartnerRe Asset Management
Connecticut
$150K -$226K -4,706 -63%
KKAMG
533
Kernodle & Katon Asset Management Group
Arkansas
$149K +$132K +2,755 New
PAIA
534
Park Avenue Institutional Advisers
New York
$145K -$3.22K -67 -2%
NFG
535
Next Financial Group
Texas
$143K -$1.2K -25 -0.9%
ARMC
536
American Research & Management Company
Massachusetts
$134K
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$132K -$12.5K -259 -10%
TCOV
538
Trust Company of Vermont
Vermont
$131K
GWS
539
Glassman Wealth Services
Virginia
$128K
WAM
540
Wolverine Asset Management
Illinois
$122K +$109K +2,263 New
FMLI
541
Fukoku Mutual Life Insurance
Japan
$114K +$9.62K +200 +11%
MUS
542
Mitsubishi UFJ Securities
Japan
$110K
SF
543
Synovus Financial
Georgia
$108K
GLI
544
Guardian Life Insurance
New York
$106K -$21.8K -453 -19%
MA
545
MUFG Americas
New York
$101K -$57.7K -1,200 -39%
ASN
546
Advisory Services Network
Georgia
$96K -$12.9K -268 -13%
AIS
547
Accurate Investment Solutions
Pennsylvania
$93K +$82.5K +1,715 New
ACM
548
Armbruster Capital Management
New York
$86K +$76.7K +1,595 New
CFA
549
Carroll Financial Associates
North Carolina
$82K -$7.21K -150 -9%
CBT
550
Central Bank & Trust
Kentucky
$81K -$124K -2,586 -63%

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.