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Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
576
Kovitz Investment Group Partners
Illinois
$125K +$916 +88 +0.7%
VVP
577
Venture Visionary Partners
Ohio
$125K -$11.1K -1,067 -8%
Credit Agricole
578
Credit Agricole
France
$125K +$116K +11,119 +711%
ACM
579
Argyle Capital Management
Pennsylvania
$125K -$1.03K -99 -0.8%
PWP
580
Principle Wealth Partners
Connecticut
$124K -$143K -13,726 -52%
Acadian Asset Management
581
Acadian Asset Management
Massachusetts
$123K -$29.2K -2,805 -18%
CI
582
Conning Inc
Connecticut
$123K
LA
583
LVW Advisors
New York
$122K +$12.3K +1,180 +11%
BIC
584
Beach Investment Counsel
Pennsylvania
$120K -$385 -37 -0.3%
WI
585
Wintrust Investments
Illinois
$120K +$12.7K +1,217 +11%
MG
586
Mather Group
Illinois
$119K +$6.77K +650 +6%
NIM
587
NEOS Investment Management
Connecticut
$118K +$125K +11,970 New
DOA
588
D'Orazio & Associates
Virginia
$117K +$1.36K +131 +1%
WT
589
Whittier Trust
California
$117K -$6.84K -657 -5%
CSB
590
City State Bank
Iowa
$115K -$10.5K -1,012 -8%
LC
591
Lindbrook Capital
California
$114K +$1.41K +135 +1%
PWPS
592
Pinnacle Wealth Planning Services
Ohio
$114K
PI
593
Pettee Investors
Connecticut
$114K -$37K -3,553 -24%
WTC
594
WhitTier Trust Company
Nevada
$111K -$17.1K -1,642 -13%
SSA
595
Schonfeld Strategic Advisors
New York
$111K +$118K +11,303 New
VCM
596
Virtue Capital Management
Tennessee
$111K
EM
597
Excalibur Management
Massachusetts
$111K -$1.02K -98 -0.9%
BAM
598
Belpointe Asset Management
Nevada
$111K +$11.1K +1,070 +11%
HIMC
599
Heritage Investors Management Corp
Maryland
$111K -$10 -1 -0%
BFA
600
Brendel Financial Advisors
New Hampshire
$111K

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.