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Viatris

661 hedge funds and large institutions have $19.3B invested in Viatris in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 249 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

29% more capital invested

Capital invested by funds: $15B → $19.3B (+$4.3B)

5% more funds holding

Funds holding: 629661 (+32)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 249

38% less call options, than puts

Call options by funds: $321M | Put options by funds: $517M

Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
17.63%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.8%
New
98
Increased
211
Reduced
249
Closed
54
Calls
$321M
Puts
$517M
Net Calls
-$196M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
551
Smithfield Trust
Pennsylvania
$234K -$215 -4 -0.1%
TAM
552
Tocqueville Asset Management
New York
$234K +$223K +4,150 New
DD
553
Dominick & Dominick
New York
$230K +$219K +4,080 New
RG
554
Renaissance Group
Kentucky
$229K +$218K +4,067 New
WSTAM
555
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$216K +4,025 New
SRAM
556
Stone Ridge Asset Management
New York
$225K +$215K +4,000 New
P
557
Pitcairn
Pennsylvania
$224K -$38.4K -716 -15%
OA
558
Oxbow Advisors
Texas
$223K +$213K +3,960 New
RC
559
RegentAtlantic Capital
New Jersey
$223K +$212K +3,950 New
RJT
560
Raymond James Trust
Florida
$221K +$210K +3,915 New
MFBTD
561
MB Financial Bank - Trust Department
Illinois
$220K -$242K -4,500 -54%
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$215K +$205K +3,813 New
PHK
563
Point72 Hong Kong
Hong Kong
$212K +$85.6K +1,594 +74%
EFS
564
Essex Financial Services
Connecticut
$209K +$199K +3,714 New
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$208K +$121K +2,246 +156%
SCM
566
SOL Capital Management
Maryland
$203K +$193K +3,600 New
QSS
567
Quantitative Systematic Strategies
Florida
$202K -$613K -11,412 -76%
DCLA
568
Douglas C. Lane & Associates
New York
$202K +$192K +3,575 New
GJIC
569
Gamble Jones Investment Counsel
California
$200K +$191K +3,549 New
AP
570
Atwood & Palmer
Missouri
$195K
CHC
571
City Holding Co
West Virginia
$193K
CCS
572
Crosspoint Capital Strategies
California
$191K +$182K +3,392 New
EPM
573
Equitec Proprietary Markets
Illinois
$190K +$181K +3,379 New
NJBEST
574
New Jersey Better Educational Savings Trust
New Jersey
$189K
OC
575
Oakworth Capital
Alabama
$183K

VTRS Hedge Fund Activity: Q4 2014 in Review

661 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2014, worth a combined $19.3B — up 29% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VTRS positions and 54 closed out — a net gain of 44 holders — while 211 added to existing stakes and 249 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $159M.

  • 661 institutional investors held Viatris (VTRS) as of Q4 2014, up from 629 in Q3 2014.
  • Funds reported $19.3B of Viatris stock for Q4 2014, up 29% quarter-over-quarter.
  • 98 funds opened new Viatris positions in Q4 2014 and 54 closed out, a net change of +44 holders.
  • The largest Viatris buyer in Q4 2014 was T. Rowe Price Associates, an estimated $208M added.
  • The largest Viatris seller in Q4 2014 was Bank of America, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2014.