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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Gupta Wealth Management
California
$76K +$385 +8 +0.6%
IWMPD
552
Integrated Wealth Management (Palm Desert)
California
$73K +$65.3K +1,359 New
BC
553
Bartlett & Co
Ohio
$72K +$15.6K +325 +33%
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69K -$26.4K -550 -30%
TDC
555
Thompson Davis & Co
Virginia
$69K -$8.41K -175 -12%
SNT
556
Security National Trust
West Virginia
$69K
HDIM
557
Hanson & Doremus Investment Management
Vermont
$67K +$59.4K +1,236 New
NCMG
558
NCM Capital Management Group
North Carolina
$66K
FAM
559
Fred Alger Management
New York
$65K +$58.2K +1,210 New
SAMC
560
Shinko Asset Management Company
Japan
$63K -$3.8K -79 -6%
SSB
561
Sandy Spring Bank
Maryland
$61K -$193K -4,015 -78%
ACS
562
Archford Capital Strategies
Illinois
$61K +$46.9K +975 +650%
BFEC
563
Benjamin F. Edwards & Company
Missouri
$55K +$9.62K +200 +24%
EWM
564
Evercore Wealth Management
New York
$49K
WA
565
WFG Advisors
Texas
$49K
VIA
566
Vantage Investment Advisors
Pennsylvania
$49K +$9.62K +200 +28%
GBT
567
Grove Bank & Trust
Florida
$49K +$43.3K +900 New
PMFA
568
Plante Moran Financial Advisors
Michigan
$43K +$38.6K +802 New
JG
569
Jefferies Group
New York
$42K -$29.3M -608,787 -100%
BKA
570
Brick & Kyle Associates
Pennsylvania
$41K -$19.2K -400 -35%
JFGIW
571
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K -$51.5K -1,071 -61%
DSC
572
Duncker Streett & Co
Missouri
$36K
CHP
573
Cable Hill Partners
Oregon
$33K -$6.3K -131 -18%
IPC
574
Independent Portfolio Consultants
Florida
$33K +$29.3K +610 New
TFA
575
Transamerica Financial Advisors
Florida
$31K

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.