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Viatris
VTRS

Overview Fund Activity

953 hedge funds and large institutions have $9.25B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 329 increasing their positions, 362 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-25
Holders Change %
-2.56%
% of All Funds
15.19%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
75
Increased
329
Reduced
362
Closed
83
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$192M
2
Invesco
Invesco
Georgia
$278M
3
Amundi
Amundi
France
$65.6M
4
DM
Deerfield Management
New York
$196M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$495M

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.25M
3
SPC
Slate Path Capital
New York
$48.8M
4
Millennium Management
Millennium Management
New York
$13.4M
5
CCM
Camber Capital Management
Massachusetts
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
601
Kingswood Wealth Advisors
California
$109K +$109K +11,101 New
SCM
602
Stevens Capital Management
Pennsylvania
$109K +$109K +11,006 New
TCA
603
Transcend Capital Advisors
New Jersey
$109K +$109K +11,008 New
SWM
604
Seed Wealth Management
Illinois
$108K -$1.95K -198 -2%
PPP
605
Private Portfolio Partners
New Jersey
$107K +$107K +10,836 New
DMBA
606
Deseret Mutual Benefit Administrators
Utah
$107K +$16.1K +1,628 +18%
HCP
607
Hexagon Capital Partners
Arkansas
$106K +$13.8K +1,395 +15%
AWM
608
Axxcess Wealth Management
California
$106K +$39 +4 +0%
KS
609
Karpas Strategies
Connecticut
$106K -$730 -74 -0.7%
BMO
610
Beck Mack & Oliver
New York
$105K -$286 -29 -0.3%
EFM
611
E Fund Management
China
$105K -$13.6K -1,375 -11%
MSA
612
Marino Stram & Associates
Massachusetts
$105K -$2.26K -229 -2%
DI
613
Diligent Investors
California
$104K -$3.63K -368 -3%
GIA
614
Gateway Investment Advisers
Ohio
$104K -$2.31K -234 -2%
GRP
615
Global Retirement Partners
California
$103K +$1.11K +114 +1%
CG
616
Colony Group
Massachusetts
$101K -$5.12K -517 -5%
PTC
617
Private Trust Company
Ohio
$99.2K -$14.8K -1,500 -13%
HCM
618
Hollencrest Capital Management
California
$94.3K +$93.1K +9,444 +7,616%
CA
619
Clearstead Advisors
Ohio
$86.7K +$44K +4,459 +103%
BTI
620
Blue Trust Inc
Georgia
$84K +$47K +4,731 +127%
IRC
621
Investors Research Corp
Georgia
$82.4K – – –
KFI
622
Key Financial Inc
Pennsylvania
$82.4K -$739 -75 -0.9%
HB
623
Horizon Bancorp
Indiana
$80K – – –
FWM
624
Focused Wealth Management
New York
$77.6K +$10 +1 +0%
SWM
625
Spire Wealth Management
Virginia
$76.9K +$1.68K +170 +2%
23 24
25
26 27