We are live on ! Find out more
VTRS icon

Viatris
VTRS

538 hedge funds and large institutions have $18.3B invested in Viatris in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 50

69% more funds holding in top 10

Funds holding in top 10: 13 → 22 (+9)

44% more call options, than puts

Call options by funds: $531M | Put options by funds: $368M

44% more capital invested

Capital invested by funds: $12.8B → $18.3B (+$5.57B)

14% more funds holding

Funds holding: 472 → 538 (+66)

4.94% more ownership

Funds ownership: 75.84% → 80.77% (+4.9%)

9% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 168

Holders
538
Holders Change
+66
Holders Change %
+13.98%
% of All Funds
12.2%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
121
Increased
183
Reduced
168
Closed
50
Calls
$531M
Puts
$368M
Net Calls
+$162M
Net Calls Change
+$253M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$146M
2
Citadel Advisors
Citadel Advisors
Florida
+$140M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$124M
4
JP Morgan Chase
JP Morgan Chase
New York
+$116M
5
Millennium Management
Millennium Management
New York
+$111M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$145M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$110M
3
O
OppenheimerFunds
New York
-$91.5M
4
PC
Paulson & Co
New York
-$87.5M
5
O
OrbiMed
New York
-$67.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
526
Advisory Services Network
Georgia
$3K +$2.68K +70 New
OFW
527
Omnia Family Wealth
Florida
$2K – – –
AF
528
Allworth Financial
California
$2K +$115 +3 +7%
ADL
529
Asset Dedication LLC
California
$2K +$1.72K +45 New
Financial Engines Advisors
530
Financial Engines Advisors
California
$2K +$1.8K +47 New
CAM
531
ClariVest Asset Management
California
$1K +$688 +18 New
GWS
532
Glassman Wealth Services
Virginia
$1K +$726 +19 New
TWA
533
TCI Wealth Advisors
Arizona
$1K +$841 +22 +1,100%
LFA
534
Legacy Financial Advisors
Kentucky
$1K +$1.3K +34 New
SIM
535
Sonora Investment Management
Arizona
$846 – – –
PCG
536
Private Capital Group
Connecticut
$35 +$31.2K +817 New
NFA
537
Nationwide Fund Advisors
Ohio
– -$14.5M -461,279 Closed
Twin Tree Management
538
Twin Tree Management
Texas
– -$15.8M -414,591 Closed
Credit Agricole
539
Credit Agricole
France
– -$11.2M -355,900 Closed
AIM
540
Assured Investment Management
New York
– -$10.3M -328,376 Closed
OAM
541
Oxford Asset Management
United Kingdom
– -$5.13M -163,587 Closed
HHC
542
Hutchin Hill Capital
New York
– -$5.08M -162,009 Closed
ACPU
543
Arrowgrass Capital Partners (US)
Delaware
– -$4.43M -141,111 Closed
KCM
544
Kennedy Capital Management
Missouri
– -$3.69M -117,710 Closed
AP
545
AHL Partners
United Kingdom
– -$2.8M -89,229 Closed
PI
546
PGGM Investments
Netherlands
– -$2.72M -86,775 Closed
VF
547
Virtu Financial
New York
– -$2.5M -79,560 Closed
KPF
548
K2 Principal Fund
Ontario, Canada
– -$2.03M -64,600 Closed
SIP
549
Stoneridge Investment Partners
Pennsylvania
– -$1.74M -55,593 Closed
Tudor Investment Corp
550
Tudor Investment Corp
Connecticut
– -$1.4M -44,766 Closed
20 21
22
23 24

VTRS Hedge Fund Activity: Q4 2017 in Review

538 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2017, worth a combined $18.3B — up 44% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new VTRS positions and 50 closed out — a net gain of 71 holders — while 183 added to existing stakes and 168 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $146M. The largest seller was Franklin Resources, cutting an estimated $145M.

  • 538 institutional investors held Viatris (VTRS) as of Q4 2017, up from 472 in Q3 2017.
  • Funds reported $18.3B of Viatris stock for Q4 2017, up 44% quarter-over-quarter.
  • 121 funds opened new Viatris positions in Q4 2017 and 50 closed out, a net change of +71 holders.
  • The largest Viatris buyer in Q4 2017 was Goldman Sachs, an estimated $146M added.
  • The largest Viatris seller in Q4 2017 was Franklin Resources, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2017.