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Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Aprio Wealth Management
Georgia
$144K -$5K -480 -3%
BFG
552
Bleakley Financial Group
New Jersey
$144K -$34.6K -3,322 -19%
SS
553
Simplicity Solutions
Minnesota
$144K -$32.6K -3,134 -18%
CAM
554
Campion Asset Management
Virginia
$143K
OFS
555
OneAscent Financial Services
Alabama
$143K +$1.43K +137 +1%
Capstone Investment Advisors
556
Capstone Investment Advisors
New York
$143K -$83.3K -8,003 -36%
AMG
557
Advisors Management Group
Wisconsin
$141K -$4.35K -418 -3%
TAM
558
Trust Asset Management
Texas
$140K
Wellington Management Group
559
Wellington Management Group
Massachusetts
$139K
TIAA Trust, National Association
560
TIAA Trust, National Association
North Carolina
$138K +$146K +14,008 New
PFM
561
Patton Fund Management
Texas
$138K
FPAS
562
Focus Partners Advisor Solutions
Missouri
$137K +$36.7K +3,525 +34%
BAM
563
Brave Asset Management
New Jersey
$136K -$1.94K -186 -1%
DILIC
564
Dai-ichi Life Insurance Company
Japan
$136K
MYAM
565
Meiji Yasuda Asset Management
Japan
$132K +$4.06K +390 +3%
DC
566
Davenport & Co
Virginia
$132K -$37.8K -3,627 -21%
SFO
567
Stokes Family Office
Louisiana
$132K +$13.6K +1,303 +11%
IW
568
Imprint Wealth
South Carolina
$132K -$5.04K -484 -3%
AWM
569
Apollon Wealth Management
South Carolina
$131K -$7.52K -722 -5%
JWCA
570
J.W. Cole Advisors
Florida
$130K -$3.43K -329 -2%
PWM
571
Perigon Wealth Management
California
$130K +$3.63K +349 +3%
HAIM
572
Hunter Associates Investment Management
Pennsylvania
$128K -$250 -24 -0.2%
CI
573
Cigna Investments
Connecticut
$127K -$17.2K -1,650 -11%
HCM
574
Howland Capital Management
Massachusetts
$126K +$187 +18 +0.1%
HA
575
Herold Advisors
New York
$125K +$132K +12,704 New

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.