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Viatris
VTRS

538 hedge funds and large institutions have $18.3B invested in Viatris in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 50

69% more funds holding in top 10

Funds holding in top 10: 13 → 22 (+9)

44% more call options, than puts

Call options by funds: $531M | Put options by funds: $368M

44% more capital invested

Capital invested by funds: $12.8B → $18.3B (+$5.57B)

14% more funds holding

Funds holding: 472 → 538 (+66)

4.94% more ownership

Funds ownership: 75.84% → 80.77% (+4.9%)

9% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 168

Holders
538
Holders Change
+66
Holders Change %
+13.98%
% of All Funds
12.2%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.5%
New
121
Increased
183
Reduced
168
Closed
50
Calls
$531M
Puts
$368M
Net Calls
+$162M
Net Calls Change
+$253M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$146M
2
Citadel Advisors
Citadel Advisors
Florida
+$140M
3
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$124M
4
JP Morgan Chase
JP Morgan Chase
New York
+$116M
5
Millennium Management
Millennium Management
New York
+$111M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$145M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$110M
3
O
OppenheimerFunds
New York
-$91.5M
4
PC
Paulson & Co
New York
-$87.5M
5
O
OrbiMed
New York
-$67.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCI
551
Columbus Circle Investors
– -$1.2M -38,267 Closed
IAS
552
IMA Advisory Services
Colorado
– -$1.02M -32,422 Closed
CA
553
Continental Advisors
Utah
– -$850K -27,100 Closed
WBC
554
Westpac Banking Corp
Australia
– -$825K -26,297 Closed
CG
555
Clinton Group
New York
– -$806K -25,700 Closed
DCM
556
Dynamic Capital Management
Jersey
– -$723K -23,058 Closed
FA
557
FMA Advisory
Pennsylvania
– -$676K -21,571 Closed
WSCM
558
Wellington Shields Capital Management
New York
– -$620K -19,750 Closed
UR
559
USCA RIA
Texas
– -$750K -19,325 Closed
FP
560
FDO Partners
Massachusetts
– -$532K -16,972 Closed
NCMW
561
Northern Capital Management (Wisconsin)
Wisconsin
– -$417K -13,300 Closed
LRIC
562
Long Road Investment Counsel
Michigan
– -$406K -12,950 Closed
MC
563
Moors & Cabot
Massachusetts
– -$350K -11,075 Closed
NIT
564
NumerixS Investment Technologies
British Columbia, Canada
– -$298K -9,500 Closed
SCM
565
Stonebridge Capital Management
California
– -$282K -9,000 Closed
JG
566
Jefferies Group
New York
– -$247K -7,868 Closed
CMANY
567
Capital Management Associates (New York)
New York
– -$235K -7,500 Closed
SM
568
Sciencast Management
New Jersey
– -$257K -7,179 Closed
PM
569
Parametrica Management
Hong Kong
– -$224K -7,126 Closed
KeyBank National Association
570
KeyBank National Association
Ohio
– -$223K -7,095 Closed
AT
571
Arden Trust
Delaware
– -$202K -6,440 Closed
BIG
572
Bellwether Investment Group
Tennessee
– -$202K -6,437 Closed
SBIA
573
Sheaff Brock Investment Advisors
Indiana
– -$201K -6,405 Closed
PAMG
574
Patton Albertson Miller Group
Tennessee
– -$204K -5,370 Closed
PG
575
PEAK6 Group
Illinois
– -$198K -5,182 Closed
20 21 22
23
24

VTRS Hedge Fund Activity: Q4 2017 in Review

538 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2017, worth a combined $18.3B — up 44% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new VTRS positions and 50 closed out — a net gain of 71 holders — while 183 added to existing stakes and 168 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $146M. The largest seller was Franklin Resources, cutting an estimated $145M.

  • 538 institutional investors held Viatris (VTRS) as of Q4 2017, up from 472 in Q3 2017.
  • Funds reported $18.3B of Viatris stock for Q4 2017, up 44% quarter-over-quarter.
  • 121 funds opened new Viatris positions in Q4 2017 and 50 closed out, a net change of +71 holders.
  • The largest Viatris buyer in Q4 2017 was Goldman Sachs, an estimated $146M added.
  • The largest Viatris seller in Q4 2017 was Franklin Resources, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2017.