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Viatris

637 hedge funds and large institutions have $20.1B invested in Viatris in 2014 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 178 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 48

78% more call options, than puts

Call options by funds: $226M | Put options by funds: $126M

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

7% more funds holding

Funds holding: 593637 (+44)

10% less capital invested

Capital invested by funds: $22.4B → $20.1B (-$2.33B)

35% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 272

Holders
637
Holders Change
+44
Holders Change %
+7.42%
% of All Funds
18.4%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.64%
New
103
Increased
178
Reduced
272
Closed
48
Calls
$226M
Puts
$126M
Net Calls
+$99M
Net Calls Change
+$71M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
601
Optimum Investment Advisors
Illinois
$29K
ZTNA
602
Zions Trust National Association
Utah
$29K +$29.1K +600 New
TFA
603
Transamerica Financial Advisors
Florida
$28K
CFA
604
Carroll Financial Associates
North Carolina
$28K +$4.47K +92 +19%
FNYS
605
First New York Securities
New York
$24K +$24.3K +500 New
WEC
606
Winslow Evans & Crocker
Massachusetts
$23.4K
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$22K
Northwestern Mutual Wealth Management
608
Northwestern Mutual Wealth Management
Wisconsin
$22K
BCI
609
Brinker Capital Investments
Pennsylvania
$22K +$21.9K +450 New
BFEC
610
Benjamin F. Edwards & Company
Missouri
$21K
PFSC
611
Peoples Financial Services Corp
Pennsylvania
$20K
Manulife (Manufacturers Life Insurance)
612
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.3K -$132K -2,714 -0.7%
DADC
613
D.A. Davidson & Co
Montana
$15K -$16.1K -332 -50%
MFBTD
614
MB Financial Bank - Trust Department
Illinois
$15K
SA
615
SRH Advisors
Kansas
$15K
QAM
616
QCI Asset Management
New York
$14K
GAM
617
Gemmer Asset Management
California
$14K +$13.6K +281 New
EFSCE
618
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$825 +17 +7%
CG
619
Colony Group
Massachusetts
$12K
TWM
620
Torch Wealth Management
Ohio
$12K +$12.1K +250 New
CAL
621
Capital Analysts LLC
Pennsylvania
$11.8K -$2.58M -53,119 -100%
BGIM
622
Brandywine Global Investment Management
Pennsylvania
$10K -$8.85M -182,265 -100%
BRWM
623
B. Riley Wealth Management
Tennessee
$10K +$9.71K +200 New
DAM
624
Delta Asset Management
Tennessee
$9K
JFA
625
JNBA Financial Advisors
Minnesota
$9K

VTRS Hedge Fund Activity: Q1 2014 in Review

637 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2014, worth a combined $20.1B — down 10% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 48 closed out — a net gain of 55 holders — while 178 added to existing stakes and 272 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $474M. The largest seller was Fidelity Investments, cutting an estimated $237M.

  • 637 institutional investors held Viatris (VTRS) as of Q1 2014, up from 593 in Q4 2013.
  • Funds reported $20.1B of Viatris stock for Q1 2014, down 10% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2014 and 48 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q1 2014 was BNP Paribas Financial Markets, an estimated $474M added.
  • The largest Viatris seller in Q1 2014 was Fidelity Investments, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2014.