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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
576
Winslow Evans & Crocker
Massachusetts
$27.9K
TF
577
Tompkins Financial
New York
$27K +$23.8K +495 New
ST
578
Spot Trading
Illinois
$24K -$2.94M -61,124 -99%
BCI
579
Brinker Capital Investments
Pennsylvania
$24K
GBBWRPM
580
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K +$21.6K +450 New
BBPWM
581
Blue Bell Private Wealth Management
Pennsylvania
$22K -$19.2K -400 -50%
MA
582
MCF Advisors
Kentucky
$22K
PFSC
583
Peoples Financial Services Corp
Pennsylvania
$22K
Manulife (Manufacturers Life Insurance)
584
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.3K -$18.3M -380,215 -49%
FWM
585
Focused Wealth Management
New York
$16K
PI
586
PineBridge Investments
New York
$16K +$14.1K +294 New
AFP
587
Ausdal Financial Partners
Iowa
$16K +$14.4K +300 New
TWI
588
Thomas White International
Illinois
$15K -$1.44M -29,886 -99%
QAM
589
QCI Asset Management
New York
$15K
EDRS
590
Edmond de Rothschild (Suisse)
Switzerland
$12K +$5.77K +120 +120%
QCG
591
Quadrant Capital Group
Ohio
$12K +$12.5K +260 +813%
APSP
592
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K
MAM
593
Meeder Asset Management
Ohio
$11K +$9.62K +200 New
PG
594
Patten Group
Tennessee
$10.8K
DAM
595
Delta Asset Management
Tennessee
$10K
JFA
596
JNBA Financial Advisors
Minnesota
$10K
EWM
597
Edge Wealth Management
New York
$8K -$2.4K -50 -25%
SHJ
598
Sharkey, Howes & Javer
Colorado
$8K
EFSCE
599
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$7.26K +151 New
S
600
SignatureFD
Georgia
$7K +$2.12K +44 +48%

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.