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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
526
Regions Financial Corp
Alabama
$202K -$11.6K -963 -5%
BB
527
Busey Bank
Illinois
$201K -$8.19K -680 -4%
HNB
528
Huntington National Bank
Ohio
$198K -$59.5K -4,941 -23%
EFM
529
E Fund Management
China
$197K -$903 -75 -0.5%
GJIA
530
Glass Jacobson Investment Advisors
Maryland
$196K -$17.2K -1,429 -8%
KA
531
Kovack Advisors
Florida
$194K -$7.82K -649 -4%
CTA
532
Chesley Taft & Associates
Illinois
$191K -$759 -63 -0.4%
BSW
533
Buckingham Strategic Wealth
Missouri
$189K +$28.3K +2,348 +17%
AFG
534
Atomi Financial Group
New York
$187K -$35.1K -2,914 -16%
FPAS
535
Focus Partners Advisor Solutions
Missouri
$186K +$188K +15,609 New
B
536
Bailard
California
$185K +$2.53K +210 +1%
MFIM
537
Mesirow Financial Investment Management
Illinois
$185K +$187K +15,509 New
GFA
538
Gifford Fong Associates
California
$185K
ZF
539
Zhang Financial
Michigan
$184K -$7.47K -620 -4%
OA
540
Oracle Alpha
Ontario, Canada
$184K -$114K -9,498 -38%
CIA
541
Choate Investment Advisors
Massachusetts
$184K -$22.9K -1,897 -11%
DT
542
Diversified Trust
Tennessee
$183K +$185K +15,344 New
I
543
InceptionR
California
$183K +$185K +15,319 New
CAM
544
Claret Asset Management
Quebec, Canada
$181K -$13.1K -1,087 -7%
LA
545
LVW Advisors
New York
$180K +$735 +61 +0.4%
JIC
546
Johnson Investment Counsel
Ohio
$178K +$687 +57 +0.4%
BP
547
Ballentine Partners
Massachusetts
$178K -$12.5K -1,040 -7%
BFS
548
Bard Financial Services
Connecticut
$177K -$78.2K -6,490 -30%
SAM
549
Sompo Asset Management
Japan
$177K +$178K +14,810 New
BG
550
Bellevue Group
Switzerland
$173K -$42K -3,488 -19%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.