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Viatris

661 hedge funds and large institutions have $19.3B invested in Viatris in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 249 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

29% more capital invested

Capital invested by funds: $15B → $19.3B (+$4.3B)

5% more funds holding

Funds holding: 629661 (+32)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 249

38% less call options, than puts

Call options by funds: $321M | Put options by funds: $517M

Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
17.63%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.8%
New
98
Increased
211
Reduced
249
Closed
54
Calls
$321M
Puts
$517M
Net Calls
-$196M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
601
Shinko Asset Management Company
Japan
$72K -$10.7K -200 -14%
FAM
602
Formidable Asset Management
Ohio
$72K
SNT
603
Security National Trust
West Virginia
$71K -$118K -2,200 -64%
CFA
604
Carroll Financial Associates
North Carolina
$71K -$18.1K -337 -20%
Royal London Asset Management
605
Royal London Asset Management
United Kingdom
$67.8K +$1.46M +27,264 +30%
LS
606
Lupo Securities
Illinois
$65.7K +$62.6K +1,166 New
BKA
607
Brick & Kyle Associates
Pennsylvania
$65K +$61.8K +1,150 New
MCM
608
Manchester Capital Management
Vermont
$63K
BRWM
609
B. Riley Wealth Management
Tennessee
$62K +$48.3K +900 +450%
DADC
610
D.A. Davidson & Co
Montana
$56K
JIC
611
Joel Isaacson & Co
New York
$56K
FMT
612
First Mercantile Trust
Tennessee
$54K +$51K +950 New
Manulife (Manufacturers Life Insurance)
613
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.3K -$3.42M -63,735 -6%
BBPWM
614
Blue Bell Private Wealth Management
Pennsylvania
$45K
IMS
615
Index Management Solutions
Pennsylvania
$43K +$161 +3 +0.4%
BPBT
616
Boston Private Bank & Trust
Massachusetts
$42K -$17.7K -330 -31%
VIA
617
Vantage Investment Advisors
Pennsylvania
$40K
TCOV
618
Trust Company of Vermont
Vermont
$35K
BC
619
Bartlett & Co
Ohio
$34K -$66.4K -1,237 -67%
OIA
620
Optimum Investment Advisors
Illinois
$34K
ZTNA
621
Zions Trust National Association
Utah
$34K
HR
622
Howe & Rusling
New York
$33K -$21.9K -408 -41%
TFA
623
Transamerica Financial Advisors
Florida
$32K
WEC
624
Winslow Evans & Crocker
Massachusetts
$27K
BCI
625
Brinker Capital Investments
Pennsylvania
$25K

VTRS Hedge Fund Activity: Q4 2014 in Review

661 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2014, worth a combined $19.3B — up 29% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VTRS positions and 54 closed out — a net gain of 44 holders — while 211 added to existing stakes and 249 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $159M.

  • 661 institutional investors held Viatris (VTRS) as of Q4 2014, up from 629 in Q3 2014.
  • Funds reported $19.3B of Viatris stock for Q4 2014, up 29% quarter-over-quarter.
  • 98 funds opened new Viatris positions in Q4 2014 and 54 closed out, a net change of +44 holders.
  • The largest Viatris buyer in Q4 2014 was T. Rowe Price Associates, an estimated $208M added.
  • The largest Viatris seller in Q4 2014 was Bank of America, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2014.