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Viatris

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25%70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 542568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
601
Fiera Capital (Canada)
Quebec, Canada
-$328K -8,600 Closed
MTIM
602
Marathon Trading Investment Management
Pennsylvania
-$309K -8,100 Closed
N
603
Nuveen
North Carolina
-$298K -7,817 Closed
SAM
604
SignalPoint Asset Management
Missouri
-$288K -7,547 Closed
Jennison Associates
605
Jennison Associates
New York
-$284K -7,442 Closed
SBIA
606
Sheaff Brock Investment Advisors
Indiana
-$275K -7,205 Closed
SKK
607
Shepherd Kaplan Krochuk
Massachusetts
-$271K -7,100 Closed
FHC
608
First Heartland Consultants
Missouri
-$262K -6,857 Closed
PPCM
609
Pillar Pacific Capital Management
California
-$252K -6,600 Closed
VF
610
Virtu Financial
New York
-$233K -6,100 Closed
FCM
611
Forester Capital Management
Illinois
-$142K -5,650 Closed
CCM
612
Covington Capital Management
California
-$205K -5,375 Closed
CAN
613
Cetera Advisor Networks
California
-$204K -5,262 Closed
IPC
614
Independent Portfolio Consultants
Florida
-$121K -3,165 Closed
GS
615
GAM Systematic
United Kingdom
-$112K -2,924 Closed
TRCT
616
Tower Research Capital (TRC)
New York
-$47K -1,243 Closed
FNBT
617
FineMark National Bank & Trust
Florida
-$38K -1,005 Closed
ST
618
Smithfield Trust
Pennsylvania
-$38K -1,000 Closed
NYLT
619
New York Life Trust
New York
-$37K -958 Closed
RBC
620
Roble Belko & Company
Pennsylvania
-$27K -700 Closed
MA
621
MCF Advisors
Kentucky
-$15K -405 Closed
PCC
622
Park Circle Company
Maryland
-$15K -400 Closed
WEC
623
Winslow Evans & Crocker
Massachusetts
-$10.2K -268 Closed
EARNEST Partners
624
EARNEST Partners
Georgia
-$8K -204 Closed
JFA
625
JNBA Financial Advisors
Minnesota
-$7K -180 Closed

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.