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Viatris

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25%70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 542568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
551
Financial Architects (New Jersey)
New Jersey
$5K
PFBT
552
Parkside Financial Bank & Trust
Missouri
$5K +$1.73K +43 +52%
CAG
553
Crestwood Advisors Group
Massachusetts
$5K +$4.84K +120 New
AWM
554
AllSquare Wealth Management
New York
$4K
AF
555
Arrow Financial
New York
$4K
CFD
556
Creative Financial Designs
Indiana
$4K
TFO
557
Tarbox Family Office
California
$4K +$443 +11 +11%
FMA
558
FNY Managed Accounts
New York
$4K +$4.43K +110 New
GBT
559
Grove Bank & Trust
Florida
$3K -$36.3K -900 -91%
GWS
560
Glassman Wealth Services
Virginia
$2K -$95.3K -2,364 -97%
AF
561
Allworth Financial
California
$2K
BWM
562
Baystate Wealth Management
Massachusetts
$2K
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$1.75K +$1.81K +45 New
AssetMark Inc
564
AssetMark Inc
California
$1K -$36.8K -913 -97%
TWA
565
TCI Wealth Advisors
Arizona
$1K -$121 -3 -11%
PFO
566
Pathstone Family Office
New Jersey
$1K +$806 +20 New
SIM
567
Sonora Investment Management
Arizona
$780
SM
568
Sciencast Management
New Jersey
$408 +$422K +10,464 New
ECP
569
Empyrean Capital Partners
California
-$33.2M -869,302 Closed
MDSL
570
M.D. Sass LLC
New York
-$30.8M -806,170 Closed
LM
571
Litespeed Management
New York
-$29.3M -771,305 Closed
LCP
572
Lombardia Capital Partners
California
-$15.5M -407,501 Closed
YCM
573
Yost Capital Management
Texas
-$13.8M -362,290 Closed
AIA
574
Affinity Investment Advisors
California
-$9.38M -245,872 Closed
HPC
575
HM Payson & Co
Maine
-$7.71M -202,193 Closed

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.