We are live on ! Find out more
VTRS icon

Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
551
Jump Financial
Illinois
$173K -$140K -11,607 -45%
OFS
552
OneAscent Financial Services
Alabama
$172K -$10.3K -856 -6%
SFC
553
Strategic Financial Concepts
Texas
$172K +$2.96K +246 +2%
PP
554
Prudential plc
United Kingdom
$172K -$836K -69,406 -83%
PGFC
555
Peapack-Gladstone Financial Corp
New Jersey
$171K -$203K -16,845 -54%
TAM
556
Trust Asset Management
Texas
$169K
IW
557
Imprint Wealth
South Carolina
$167K +$9.11K +756 +6%
BFG
558
Bleakley Financial Group
New Jersey
$166K -$1.89K -157 -1%
SW
559
Simplicity Wealth
New Jersey
$166K +$168K +13,924 New
PFM
560
Patton Fund Management
Texas
$165K
DOA
561
D'Orazio & Associates
Virginia
$165K +$4.07K +338 +3%
AGC
562
Aspen Grove Capital
Colorado
$164K
Baird Financial Group
563
Baird Financial Group
Wisconsin
$164K -$88.2K -7,321 -35%
CA
564
Commerzbank Aktiengesellschaft
Germany
$163K +$17.3K +1,440 +12%
MAS
565
Meeder Advisory Services
Ohio
$163K +$2.41K +200 +1%
TFIPS
566
Towarzystwo Funduszy Inwestycyjnych PZU SA
$163K
AIP
567
Ameritas Investment Partners
Nebraska
$159K
AMG
568
Advisors Management Group
Wisconsin
$159K -$11.4K -950 -7%
SC
569
Syon Capital
California
$158K -$146K -12,087 -48%
First Manhattan
570
First Manhattan
New York
$158K -$23.2K -1,928 -13%
TIAA Trust, National Association
571
TIAA Trust, National Association
North Carolina
$154K -$22.5K -1,870 -13%
VFA
572
Valeo Financial Advisors
Indiana
$153K +$2.99K +248 +2%
BCM
573
Brookstone Capital Management
Illinois
$151K -$45.9K -3,811 -23%
CI
574
Cigna Investments
Connecticut
$150K -$4.38K -364 -3%
CI
575
Conning Inc
Connecticut
$149K

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.