We are live on ! Find out more
VTRS icon

Viatris

637 hedge funds and large institutions have $20.1B invested in Viatris in 2014 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 178 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 48

78% more call options, than puts

Call options by funds: $226M | Put options by funds: $126M

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

7% more funds holding

Funds holding: 593637 (+44)

10% less capital invested

Capital invested by funds: $22.4B → $20.1B (-$2.33B)

35% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 272

Holders
637
Holders Change
+44
Holders Change %
+7.42%
% of All Funds
18.4%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.64%
New
103
Increased
178
Reduced
272
Closed
48
Calls
$226M
Puts
$126M
Net Calls
+$99M
Net Calls Change
+$71M
Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
576
Old Mutual Customised Solutions
South Africa
$68K
TFMS
577
Trust & Fiduciary Management Services
Massachusetts
$66K +$9.95K +205 +18%
FAM
578
Formidable Asset Management
Ohio
$65K
HI
579
Hudock Inc
Pennsylvania
$62K
JFGIW
580
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$34.3K +706 +125%
HR
581
Howe & Rusling
New York
$61K +$24.1K +496 +66%
AR
582
Advisory Research
Illinois
$61K +$60.6K +1,249 New
MCM
583
Manchester Capital Management
Vermont
$55K
TRCT
584
Tower Research Capital (TRC)
New York
$54K -$582K -11,987 -92%
SIA
585
Sit Investment Associates
Minnesota
$54K -$34K -700 -39%
IRS
586
Invictus RG (Singapore)
Singapore
$52K -$402K -8,282 -89%
1IC
587
1919 Investment Counsel
Maryland
$52K
MMG
588
Monetary Management Group
Missouri
$52K
JIC
589
Joel Isaacson & Co
New York
$49K
ST
590
Stifel Trust
Missouri
$49K
TDC
591
Thompson Davis & Co
Virginia
$43K -$110K -2,275 -72%
W
592
Wealthfront
California
$40K +$39.8K +820 New
IMS
593
Index Management Solutions
Pennsylvania
$39K -$47.4K -977 -55%
BBPWM
594
Blue Bell Private Wealth Management
Pennsylvania
$39K
Parallax Volatility Advisers
595
Parallax Volatility Advisers
California
$35K -$7.15M -147,203 -100%
SFSIG
596
San Francisco Sentry Investment Group
California
$35K +$30.1K +619 +584%
TCOV
597
Trust Company of Vermont
Vermont
$31K
NES
598
New England Securities
New York
$29K -$51K -1,050 -64%
First Manhattan
599
First Manhattan
New York
$29K
MWP
600
MYCIO Wealth Partners
Pennsylvania
$29K

VTRS Hedge Fund Activity: Q1 2014 in Review

637 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2014, worth a combined $20.1B — down 10% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 48 closed out — a net gain of 55 holders — while 178 added to existing stakes and 272 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $474M. The largest seller was Fidelity Investments, cutting an estimated $237M.

  • 637 institutional investors held Viatris (VTRS) as of Q1 2014, up from 593 in Q4 2013.
  • Funds reported $20.1B of Viatris stock for Q1 2014, down 10% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2014 and 48 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q1 2014 was BNP Paribas Financial Markets, an estimated $474M added.
  • The largest Viatris seller in Q1 2014 was Fidelity Investments, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2014.