VTRS icon

Viatris
VTRS

Overview Fund Activity

618 hedge funds and large institutions have $19B invested in Viatris in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-43
Holders Change %
-6.51%
% of All Funds
16.48%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
91
Increased
205
Reduced
226
Closed
122
Calls
$255M
Puts
$254M
Net Calls
+$724K
Net Calls Change
+$197M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$560M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.29B
3
JG
Jefferies Group
New York
$153M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$416M
5
BA
BlackRock Advisors
Delaware
$235M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$92.7M
3
Goldman Sachs
Goldman Sachs
New York
$1.17B
4
JHIU
Janus Henderson Investors US
Colorado
$3.61M
5
Deutsche Bank
Deutsche Bank
Germany
$75.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
551
Tower Research Capital (TRC)
New York
$99K -$21.1K -354 -18%
GLI
552
Guardian Life Insurance
New York
$96K -$29.8K -504 -24%
AWS
553
Aris Wealth Services
Pennsylvania
$86K +$86K +1,452 New
BBHC
554
Brown Brothers Harriman & Co
New York
$85K – – –
NCMG
555
NCM Capital Management Group
North Carolina
$85K – – –
CFA
556
Carroll Financial Associates
North Carolina
$80K – – –
SNT
557
Security National Trust
West Virginia
$76K – – –
SAMC
558
Shinko Asset Management Company
Japan
$69K -$6.35K -107 -8%
BKA
559
Brick & Kyle Associates
Pennsylvania
$68K – – –
VIA
560
Vantage Investment Advisors
Pennsylvania
$62K +$19.9K +337 +47%
FMT
561
First Mercantile Trust
Tennessee
$60K +$3.56K +60 +6%
JIC
562
Joel Isaacson & Co
New York
$59K – – –
CFA
563
Camarda Financial Advisors
Florida
$57K +$57K +964 New
ZB
564
Zions Bancorporation
Utah
$56K +$56K +944 New
EWM
565
Evercore Wealth Management
New York
$54K -$63.6K -1,060 -54%
BBPWM
566
Blue Bell Private Wealth Management
Pennsylvania
$47K – – –
Manulife (Manufacturers Life Insurance)
567
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.7K -$9.47K -159,593 -17%
MCM
568
Manchester Capital Management
Vermont
$46K -$20.4K -346 -31%
BPBT
569
Boston Private Bank & Trust
Massachusetts
$44K – – –
TCOV
570
Trust Company of Vermont
Vermont
$37K – – –
OIA
571
Optimum Investment Advisors
Illinois
$36K – – –
BC
572
Bartlett & Co
Ohio
$36K – – –
NCM
573
Nelson Capital Management
California
$35K +$35K +583 New
TFA
574
Transamerica Financial Advisors
Florida
$34K – – –
PCM
575
Parsons Capital Management
Rhode Island
$34K +$34K +574 New
21 22
23
24 25