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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
601
Wilmington Savings Fund Society
Delaware
$125K -$5.24K -501 -4%
BFA
602
Brendel Financial Advisors
New Hampshire
$125K
DI
603
Diligent Investors
California
$124K -$7.75K -742 -6%
MWM
604
Meridian Wealth Management
Kentucky
$124K +$116K +11,115 New
VFA
605
Valeo Financial Advisors
Indiana
$123K -$1.55K -148 -1%
MCC
606
Money Concepts Capital
Florida
$123K +$37.2K +3,562 +48%
IAMOG
607
Investors Asset Management of Georgia
Georgia
$123K +$2.7K +258 +2%
Dimensional Fund Advisors
608
Dimensional Fund Advisors
Texas
$122K -$5.56M -532,507 -5%
HI
609
Harbour Investments
Wisconsin
$121K -$19.5K -1,869 -15%
MSA
610
Marino Stram & Associates
Massachusetts
$121K -$1.42K -136 -1%
S
611
Seeyond
France
$121K -$1.38M -131,862 -92%
KS
612
Karpas Strategies
Connecticut
$119K -$11.2K -1,076 -9%
BMO
613
Beck Mack & Oliver
New York
$119K
SCA
614
Snowden Capital Advisors
New York
$118K -$69.6K -6,660 -39%
Fayez Sarofim & Co
615
Fayez Sarofim & Co
Texas
$117K -$70.3K -6,725 -39%
HB
616
Horizon Bancorp
Indiana
$115K +$108K +10,328 New
FPAS
617
Focus Partners Advisor Solutions
Missouri
$115K -$5.46K -523 -5%
RPCONE
618
Retirement Planning Company of New England
Rhode Island
$115K -$637 -61 -0.6%
IA
619
IFG Advisory
Georgia
$114K -$29.5K -2,822 -22%
SSG
620
Summit Securities Group
New York
$114K -$10.1K -966 -9%
SFO
621
Stokes Family Office
Louisiana
$113K +$106K +10,130 New
CAM
622
Cresset Asset Management
Illinois
$112K -$223K -21,297 -62%
AS
623
Altshuler Shaham
Israel
$112K +$105K +10,043 New
Wellington Management Group
624
Wellington Management Group
Massachusetts
$111K +$105K +10,009 New
LDB
625
Lee, Danner & Bass
Tennessee
$111K -$51.3K -4,907 -33%

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.