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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
576
CX Institutional
Indiana
$131K +$116K +12,090 New
BIC
577
Beach Investment Counsel
Pennsylvania
$130K -$1.05K -110 -0.9%
MAA
578
Mraz Amerine & Associates
California
$130K +$115K +12,000 New
AWM
579
Aprio Wealth Management
Georgia
$129K -$25.4K -2,648 -18%
EHWM
580
Eads & Heald Wealth Management
Georgia
$129K -$75.6K -7,895 -40%
WI
581
Wintrust Investments
Illinois
$129K -$2.5K -261 -2%
BAM
582
Blueshift Asset Management
New Jersey
$129K -$72.8K -7,598 -39%
SMC
583
Smith, Moore & Co
Missouri
$128K -$304K -31,751 -73%
JWCA
584
J.W. Cole Advisors
Florida
$127K -$13.5K -1,407 -11%
PCIA
585
Prime Capital Investment Advisors
Kansas
$126K +$112K +11,677 New
FHA
586
Flagship Harbor Advisors
Massachusetts
$126K +$111K +11,639 New
SWM
587
Seed Wealth Management
Illinois
$125K
WBC
588
Westpac Banking Corp
Australia
$124K -$574K -59,979 -84%
MG
589
Mather Group
Illinois
$123K -$6.34K -662 -6%
BFA
590
Brendel Financial Advisors
New Hampshire
$122K
PI
591
Pettee Investors
Connecticut
$121K -$3.25K -339 -3%
Verition Fund Management
592
Verition Fund Management
Connecticut
$121K -$96.7K -10,102 -48%
HIMC
593
Heritage Investors Management Corp
Maryland
$120K -$2.39K -250 -2%
EM
594
Excalibur Management
Massachusetts
$119K -$2.46K -257 -2%
TCA
595
Transcend Capital Advisors
New Jersey
$119K -$163 -17 -0.2%
PL
596
Perpetual Ltd
Australia
$118K -$574K -59,979 -85%
DMBA
597
Deseret Mutual Benefit Administrators
Utah
$117K -$38 -4 -0%
CSB
598
City State Bank
Iowa
$117K -$7.71K -805 -7%
WT
599
Whittier Trust
California
$116K -$10.5K -1,095 -9%
GRP
600
Global Retirement Partners
California
$116K -$7.76K -810 -8%

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.