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Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
SteelPeak Wealth
California
$166K +$175K +16,802 New
BSW
527
Buckingham Strategic Wealth
Missouri
$165K -$34K -3,266 -16%
CCM
528
Coldstream Capital Management
Washington
$165K +$20K +1,916 +13%
WA
529
Wealth Alliance
New York
$165K -$1.81K -174 -1%
SOW
530
State of Wyoming
Wyoming
$164K -$66.2K -6,358 -28%
JIC
531
Johnson Investment Counsel
Ohio
$162K -$2.5K -240 -1%
CTA
532
Chesley Taft & Associates
Illinois
$161K -$2.81K -270 -2%
CIA
533
Choate Investment Advisors
Massachusetts
$160K +$2.93K +281 +2%
First Manhattan
534
First Manhattan
New York
$158K -$105K -10,062 -39%
CAM
535
Claret Asset Management
Quebec, Canada
$158K
HPC
536
HM Payson & Co
Maine
$157K -$510 -49 -0.3%
IAA
537
Independent Advisor Alliance
North Carolina
$157K +$56.7K +5,442 +52%
SAM
538
Sompo Asset Management
Japan
$155K +$45.5K +4,370 +38%
B
539
Bailard
California
$155K -$1.31K -126 -0.8%
GFA
540
Gifford Fong Associates
California
$153K
ZF
541
Zhang Financial
Michigan
$153K -$15.4K -1,477 -9%
WA
542
Waddell & Associates
Tennessee
$152K -$4.02K -386 -2%
BP
543
Ballentine Partners
Massachusetts
$152K +$8.86K +851 +6%
AGC
544
Aspen Grove Capital
Colorado
$152K -$10.5K -1,008 -6%
AIP
545
Ameritas Investment Partners
Nebraska
$149K
TI
546
Truepoint Inc
Ohio
$148K +$157K +15,050 New
CGL
547
Clarius Group LLC
Washington
$148K -$108K -10,400 -41%
LNWWM
548
Laird Norton Wetherby Wealth Management
California
$148K -$13.3K -1,280 -8%
CTC
549
Central Trust Company
Missouri
$146K -$33.9K -3,258 -18%
XT
550
XTX Topco
Cayman Islands
$145K +$153K +14,728 New

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.