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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
576
Principle Wealth Partners
Connecticut
$148K -$1.04K -86 -0.7%
SFA
577
Sequoia Financial Advisors
Ohio
$148K -$115K -9,570 -44%
Lido Advisors
578
Lido Advisors
California
$147K -$6.68K -555 -4%
HCM
579
Howard Capital Management
Georgia
$147K +$148K +12,315 New
EHWM
580
Eads & Heald Wealth Management
Georgia
$144K +$2.33K +193 +2%
DC
581
Davenport & Co
Virginia
$144K +$145K +12,032 New
Hudson Bay Capital Management
582
Hudson Bay Capital Management
Connecticut
$143K -$1.96M -163,000 -93%
MAA
583
Mraz Amerine & Associates
California
$143K
AWM
584
Aprio Wealth Management
Georgia
$143K +$626 +52 +0.4%
UB
585
UMB Bank
Missouri
$143K -$17.2K -1,424 -11%
CI
586
CX Institutional
Indiana
$143K -$1.81K -150 -1%
CIA
587
Concurrent Investment Advisors
Florida
$142K -$13.6K -1,130 -9%
CFM
588
Catalyst Funds Management
Australia
$141K +$142K +11,800 New
JWCA
589
J.W. Cole Advisors
Florida
$140K -$578 -48 -0.4%
PCIA
590
Prime Capital Investment Advisors
Kansas
$138K -$1.25K -104 -0.9%
WBC
591
Westpac Banking Corp
Australia
$137K
LC
592
Lindbrook Capital
California
$137K +$10.3K +857 +8%
WAM
593
Weiss Asset Management
Massachusetts
$136K +$138K +11,421 New
WI
594
Wintrust Investments
Illinois
$135K -$7.82K -649 -5%
BFA
595
Brendel Financial Advisors
New Hampshire
$134K
CTC
596
Central Trust Company
Missouri
$134K -$26.8K -2,221 -17%
CPIG
597
Chicago Partners Investment Group
Illinois
$134K +$142K +11,782 New
PI
598
Pettee Investors
Connecticut
$134K
HIMC
599
Heritage Investors Management Corp
Maryland
$133K +$903 +75 +0.7%
AWM
600
Axxcess Wealth Management
California
$132K +$133K +11,054 New

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.