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Viatris

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25%70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 542568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MUS
526
Mitsubishi UFJ Securities
Japan
$16K -$403 -10 -2%
WB
527
Webster Bank
Connecticut
$14K
YWP
528
YorkBridge Wealth Partners
New York
$14K
CAW
529
Cornerstone Advisors (Washington)
Washington
$13K
IWM
530
IHT Wealth Management
Illinois
$13K +$4.03K +100 +41%
ECM
531
Exchange Capital Management
Michigan
$12K
SFG
532
SevenBridge Financial Group
Pennsylvania
$12K
PMFA
533
Plante Moran Financial Advisors
Michigan
$11K +$8.14K +202 +249%
ASN
534
Advisory Services Network
Georgia
$11K +$11.1K +275 New
Bessemer Group
535
Bessemer Group
New Jersey
$9K -$77K -1,910 -89%
QCG
536
Quadrant Capital Group
Ohio
$9K -$10.1K -250 -45%
Walleye Trading
537
Walleye Trading
New York
$8.92K -$32.5M -805,065 -78%
HCA
538
Harbour Capital Advisors
Virginia
$8.77K +$9.07K +225 New
WP
539
WealthPLAN Partners
Nebraska
$8.07K +$8.38K +208 New
NFG
540
Next Financial Group
Texas
$8K -$28.2K -700 -76%
GRP
541
Global Retirement Partners
California
$8K -$9.39K -233 -54%
PG
542
Patten Group
Tennessee
$8K
DAM
543
Delta Asset Management
Tennessee
$7K
MWM
544
MinichMacGregor Wealth Management
New York
$7K
ZB
545
Zions Bancorporation
Utah
$6K -$4.8K -119 -45%
OFW
546
Omnia Family Wealth
Florida
$6K
SHJ
547
Sharkey, Howes & Javer
Colorado
$6K
AIL
548
AGF Investments LLC
Ontario, Canada
$6K +$5.44K +135 New
WIM
549
Westside Investment Management
California
$5.82K
FMTCOCP
550
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.19K -$4.76K -118 -47%

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.