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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
576
M Holdings Securities
Oregon
$145K -$8.58K -821 -6%
DADC
577
D.A. Davidson & Co
Montana
$142K -$26.7K -2,559 -17%
BP
578
Ballentine Partners
Massachusetts
$142K -$8.02K -767 -6%
EWA
579
EP Wealth Advisors
California
$142K +$133K +12,723 New
CAM
580
Claret Asset Management
Quebec, Canada
$140K +$10.6K +1,019 +9%
GJIC
581
Gamble Jones Investment Counsel
California
$140K -$92.3K -8,837 -41%
SWS
582
SYSTM Wealth Solutions
Illinois
$140K +$131K +12,535 New
KCM
583
Kathmere Capital Management
Pennsylvania
$139K +$131K +12,502 New
Point72 Asset Management
584
Point72 Asset Management
Connecticut
$137K -$17.5M -1,675,541 -99%
CUAMC
585
China Universal Asset Management Company
China
$137K +$10.1K +965 +8%
EFM
586
E Fund Management
China
$137K -$34.1K -3,263 -21%
WI
587
Wintrust Investments
Illinois
$137K -$2.5K -239 -2%
CCA
588
Checchi Capital Advisers
California
$137K +$10.5K +1,006 +9%
PPP
589
Private Portfolio Partners
New Jersey
$136K -$1.07K -102 -0.8%
BLC
590
Brown, Lisle/Cummings
Rhode Island
$135K +$3.03K +290 +2%
LI
591
Lafayette Investments
Maryland
$135K
EM
592
Excalibur Management
Massachusetts
$133K -$3.58K -343 -3%
MG
593
Mather Group
Illinois
$133K +$125K +11,933 New
WTB
594
Washington Trust Bank
Washington
$132K -$230 -22 -0.2%
HIMC
595
Heritage Investors Management Corp
Maryland
$129K -$58K -5,554 -32%
JWCA
596
J.W. Cole Advisors
Florida
$128K -$15.2K -1,456 -11%
NGA
597
Naples Global Advisors
Florida
$126K -$138K -13,168 -54%
MAG
598
MRA Advisory Group
New Jersey
$126K
GIA
599
Gateway Investment Advisers
Ohio
$125K +$118K +11,263 New
ZCA
600
Zeke Capital Advisors
Pennsylvania
$125K +$118K +11,257 New

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.