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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
601
Isthmus Partners
Wisconsin
$6K
Point72 Asset Management
602
Point72 Asset Management
Connecticut
$5K -$17.3M -360,800 -100%
ZB
603
Zions Bancorporation
Utah
$5K -$18.7K -388 -79%
TSU
604
TD Securities (USA)
New York
$5K -$6.88K -143 -61%
CA
605
CapWealth Advisors
Tennessee
$5K
CG
606
Colony Group
Massachusetts
$5K
WP
607
WealthPLAN Partners
Nebraska
$4.12K +$11K +228 New
GI
608
Gradient Investments
Minnesota
$4K
HI
609
Hudock Inc
Pennsylvania
$4K
PFBT
610
Parkside Financial Bank & Trust
Missouri
$4K +$1.97K +41 +108%
PCP
611
Proficio Capital Partners
Massachusetts
$4K +$3.7K +77 New
AWM
612
AllSquare Wealth Management
New York
$3K
TFO
613
Tarbox Family Office
California
$3K +$3.08K +64 New
HF
614
Hoxton Financial
West Virginia
$2K
N
615
Nuveen
North Carolina
$1.6K -$42K -874 -3%
SIM
616
Sonora Investment Management
Arizona
$1K -$4.95K -103 -84%
BWA
617
Burt Wealth Advisors
Maryland
$1K
UFA
618
US Financial Advisors
Massachusetts
$1K
BAM
619
Barrett Asset Management
New York
$1K +$481 +10 New
ADL
620
Asset Dedication LLC
California
$1K +$577 +12 New
CAW
621
Cornerstone Advisors (Washington)
Washington
$1K +$914 +19 New
VCM
622
Versant Capital Management
Arizona
$1K +$1.06K +22 New
DIA
623
Dana Investment Advisors
Wisconsin
$293 -$421K -8,762 -97%
DCM
624
Discovery Capital Management
Connecticut
-$72.8M -1,808,000 Closed
Renaissance Technologies
625
Renaissance Technologies
New York
-$69.1M -1,716,741 Closed

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.