We are live on ! Find out more
VTRS icon

Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
601
Vise Technologies
New York
$111K +$7.68K +738 +7%
CCFM
602
Clear Creek Financial Management
Washington
$110K -$12.5K -1,202 -10%
MOS
603
MGO One Seven
Ohio
$110K +$11.4K +1,099 +11%
KWA
604
Kingswood Wealth Advisors
California
$109K +$116K +11,101 New
SCM
605
Stevens Capital Management
Pennsylvania
$109K +$115K +11,006 New
TCA
606
Transcend Capital Advisors
New Jersey
$109K +$115K +11,008 New
SWM
607
Seed Wealth Management
Illinois
$108K -$2.06K -198 -2%
PPP
608
Private Portfolio Partners
New Jersey
$107K +$113K +10,836 New
DMBA
609
Deseret Mutual Benefit Administrators
Utah
$107K +$17K +1,628 +18%
HCP
610
Hexagon Capital Partners
Arkansas
$106K +$14.5K +1,395 +15%
AWM
611
Axxcess Wealth Management
California
$106K +$42 +4 +0%
KS
612
Karpas Strategies
Connecticut
$106K -$771 -74 -0.7%
BMO
613
Beck Mack & Oliver
New York
$105K -$302 -29 -0.3%
EFM
614
E Fund Management
China
$105K -$14.3K -1,375 -11%
MSA
615
Marino Stram & Associates
Massachusetts
$105K -$2.38K -229 -2%
DI
616
Diligent Investors
California
$104K -$3.83K -368 -3%
GIA
617
Gateway Investment Advisers
Ohio
$104K -$2.44K -234 -2%
GRP
618
Global Retirement Partners
California
$103K +$1.19K +114 +1%
CG
619
Colony Group
Massachusetts
$101K -$5.38K -517 -5%
PTC
620
Private Trust Company
Ohio
$99.2K -$15.6K -1,500 -13%
HCM
621
Hollencrest Capital Management
California
$94.3K +$98.3K +9,444 +7,616%
CA
622
Clearstead Advisors
Ohio
$86.7K +$46.4K +4,459 +103%
BTI
623
Blue Trust Inc
Georgia
$84K +$49.3K +4,731 +127%
IRC
624
Investors Research Corp
Georgia
$82.4K
KFI
625
Key Financial Inc
Pennsylvania
$82.4K -$781 -75 -0.9%

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.