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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
SteelPeak Wealth
California
$177K -$3.96K -414 -2%
CAM
527
Claret Asset Management
Quebec, Canada
$176K +$1.6K +167 +1%
CTA
528
Chesley Taft & Associates
Illinois
$174K -$2.73K -285 -2%
ZF
529
Zhang Financial
Michigan
$174K +$5.16K +539 +3%
BP
530
Ballentine Partners
Massachusetts
$173K +$4.9K +512 +3%
MML Investors Services
531
MML Investors Services
Massachusetts
$171K -$14.9K -1,555 -9%
GFA
532
Gifford Fong Associates
California
$168K
PWM
533
Perigon Wealth Management
California
$167K +$21.8K +2,280 +17%
STA
534
Summit Trail Advisors
New York
$166K -$85.9K -8,966 -37%
B
535
Bailard
California
$166K -$3.91K -408 -3%
OFS
536
OneAscent Financial Services
Alabama
$165K +$7.21K +753 +5%
First Manhattan
537
First Manhattan
New York
$164K -$8.6K -898 -6%
UM
538
UniSuper Management
Australia
$163K -$29.1K -3,039 -17%
LA
539
LVW Advisors
New York
$162K +$25.4K +2,649 +21%
JIC
540
Johnson Investment Counsel
Ohio
$161K -$14.9K -1,558 -9%
TIAA Trust, National Association
541
TIAA Trust, National Association
North Carolina
$160K +$6.98K +729 +5%
AMG
542
Advisors Management Group
Wisconsin
$154K -$1.17K -122 -0.9%
TAM
543
Trust Asset Management
Texas
$153K
TI
544
Truepoint Inc
Ohio
$153K -$8.55K -893 -6%
SFC
545
Strategic Financial Concepts
Texas
$153K +$135K +14,139 New
CAM
546
Campion Asset Management
Virginia
$153K -$3.83K -400 -3%
BFG
547
Bleakley Financial Group
New Jersey
$152K -$4.56K -476 -3%
SS
548
Simplicity Solutions
Minnesota
$152K -$4.56K -476 -3%
AWM
549
Aviso Wealth Management
Washington
$151K +$134K +13,963 New
PFM
550
Patton Fund Management
Texas
$150K -$1.38K -144 -1%

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.