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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
551
Dai-ichi Life Insurance Company
Japan
$149K
AGC
552
Aspen Grove Capital
Colorado
$149K -$15.7K -1,642 -11%
TFIPS
553
Towarzystwo Funduszy Inwestycyjnych PZU SA
$148K +$131K +13,634 New
ECM
554
Evergreen Capital Management
Washington
$147K -$127K -13,257 -49%
BSW
555
Buckingham Strategic Wealth
Missouri
$146K -$31.3K -3,264 -19%
DOA
556
D'Orazio & Associates
Virginia
$146K +$15.5K +1,615 +14%
MAS
557
Meeder Advisory Services
Ohio
$146K +$129K +13,449 New
CTC
558
Central Trust Company
Missouri
$146K -$12.6K -1,320 -9%
MYAM
559
Meiji Yasuda Asset Management
Japan
$145K
UB
560
UMB Bank
Missouri
$145K -$48.4K -5,055 -27%
AIP
561
Ameritas Investment Partners
Nebraska
$144K -$17K -1,780 -12%
IW
562
Imprint Wealth
South Carolina
$144K -$1.18K -123 -0.9%
PI
563
PEAK6 Investments
Illinois
$143K -$284K -29,672 -69%
IG
564
ING Group
Netherlands
$142K -$8.01M -836,553 -98%
CIA
565
Concurrent Investment Advisors
Florida
$141K +$125K +13,013 New
VFA
566
Valeo Financial Advisors
Indiana
$141K -$48.2K -5,035 -28%
CI
567
Cigna Investments
Connecticut
$140K
Lido Advisors
568
Lido Advisors
California
$139K -$52.8K -5,516 -30%
BAM
569
Belpointe Asset Management
Nevada
$138K +$14.4K +1,507 +13%
HCM
570
Howland Capital Management
Massachusetts
$138K
FL
571
Fort LP
Maryland
$137K +$121K +12,629 New
PWP
572
Principle Wealth Partners
Connecticut
$135K -$891 -93 -0.7%
CI
573
Conning Inc
Connecticut
$135K
Focus Partners Wealth
574
Focus Partners Wealth
Massachusetts
$134K +$119K +12,405 New
CA
575
Commerzbank Aktiengesellschaft
Germany
$133K +$117K +12,239 New

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.