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Viatris
VTRS

502 hedge funds and large institutions have $11.8B invested in Viatris in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 161 increasing their positions, 187 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $166M | Put options by funds: $166M

0.05% less ownership

Funds ownership: 83.77% → 83.72% (-0.05%)

1% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 88

2% less funds holding

Funds holding: 511 → 502 (-9)

14% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 187

24% less funds holding in top 10

Funds holding in top 10: 17 → 13 (-4)

26% less capital invested

Capital invested by funds: $15.8B → $11.8B (-$4.05B)

Holders
502
Holders Change
-9
Holders Change %
-1.76%
% of All Funds
11.19%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.29%
New
87
Increased
161
Reduced
187
Closed
88
Calls
$166M
Puts
$166M
Net Calls
+$190K
Net Calls Change
+$146M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$126M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$105M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$95.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$94.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$49.4M

Top Sellers

1
PHS
PFM Health Sciences
California
-$172M
2
Citadel Advisors
Citadel Advisors
Florida
-$154M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$91.3M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$59.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
551
Kazazian Asset Management
Florida
– -$256K -7,000 Closed
IRC
552
Investors Research Corp
Georgia
– -$251K -6,850 Closed
FAAS
553
First Allied Advisory Services
California
– -$250K -6,838 Closed
CANY
554
Caxton Associates (New York)
New York
– -$247K -6,759 Closed
DILIC
555
Dai-ichi Life Insurance Company
Japan
– -$238K -6,502 Closed
NL
556
NWAM LLC
Washington
– -$235K -6,414 Closed
FRM
557
Fox Run Management
Connecticut
– -$234K -6,380 Closed
LOAME
558
Lombard Odier Asset Management (Europe)
United Kingdom
– -$226K -6,171 Closed
GI
559
GAMCO Investors
Connecticut
– -$209K -5,700 Closed
KCM
560
Kendall Capital Management
Maryland
– -$202K -5,525 Closed
Truist Financial
561
Truist Financial
North Carolina
– -$202K -5,519 Closed
ECM
562
ETrade Capital Management
Virginia
– -$202K -5,509 Closed
MA
563
Montag & Associates
Georgia
– -$200K -5,472 Closed
SWP
564
Stratos Wealth Partners
Ohio
– -$183K -5,003 Closed
WSTAM
565
Wilbanks Smith & Thomas Asset Management
Virginia
– -$170K -4,641 Closed
Twin Tree Management
566
Twin Tree Management
Texas
– -$77.2K -2,384 Closed
SPIA
567
Steward Partners Investment Advisory
New York
– -$52K -1,426 Closed
MRCM
568
M&R Capital Management
New Jersey
– -$38K -1,050 Closed
EDRH
569
Edmond de Rothschild Holding
Switzerland
– -$37K -1,000 Closed
APP
570
Avantax Planning Partners
Iowa
– -$35K -950 Closed
NSIM
571
North Star Investment Management
Illinois
– -$30K -825 Closed
EA
572
Elm Advisors
California
– -$24K -650 Closed
MWPCG
573
Measured Wealth Private Client Group
New Hampshire
– -$18K -500 Closed
BCM
574
Blume Capital Management
California
– -$7K -200 Closed
PG
575
Patten Group
Tennessee
– -$7K -200 Closed
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VTRS Hedge Fund Activity: Q4 2018 in Review

502 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2018, worth a combined $11.8B — down 26% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of VTRS and 87 opened new positions — a net loss of 1 holder — while 187 trimmed existing stakes and 161 added.

The largest buyer was Goldman Sachs, adding an estimated $126M. The largest seller was PFM Health Sciences, exiting entirely with an estimated $172M sold.

  • 502 institutional investors held Viatris (VTRS) as of Q4 2018, down from 511 in Q3 2018.
  • Funds reported $11.8B of Viatris stock for Q4 2018, down 26% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q4 2018 and 88 closed out, a net change of -1 holder.
  • The largest Viatris buyer in Q4 2018 was Goldman Sachs, an estimated $126M added.
  • The largest Viatris seller in Q4 2018 was PFM Health Sciences, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2018.