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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
601
Beck Mack & Oliver
New York
$116K -$29 -3 -0%
LC
602
Lindbrook Capital
California
$115K -$8.71K -910 -8%
MSA
603
Marino Stram & Associates
Massachusetts
$114K -$1.05K -110 -1%
WE
604
Wealth Effects
Massachusetts
$113K +$100K +10,455 New
HAIM
605
Hunter Associates Investment Management
Pennsylvania
$113K -$25.3K -2,637 -20%
ACM
606
Argyle Capital Management
Pennsylvania
$113K -$21.7K -2,262 -18%
CCFM
607
Clear Creek Financial Management
Washington
$112K -$8.33K -870 -8%
DI
608
Diligent Investors
California
$111K -$3.1K -324 -3%
GC
609
Grimes & Company
Massachusetts
$110K +$97.4K +10,174 New
GI
610
GAMMA Investing
California
$110K +$89.6K +9,356 New
FFWM
611
Future Financial Wealth Management
Ohio
$109K +$96K +10,024 New
HCM
612
Hollencrest Capital Management
California
$104K
WTC
613
WhitTier Trust Company
Nevada
$103K -$17K -1,779 -16%
PTC
614
Private Trust Company
Ohio
$102K -$5.85K -611 -6%
KFI
615
Key Financial Inc
Pennsylvania
$90.5K
BTI
616
Blue Trust Inc
Georgia
$90K +$6.87K +717 +8%
HI
617
Harbour Investments
Wisconsin
$87.8K +$3.73K +389 +5%
HB
618
Horizon Bancorp
Indiana
$87K -$469 -49 -0.6%
FWM
619
Focused Wealth Management
New York
$85K -$172 -18 -0.2%
JWA
620
JFS Wealth Advisors
Pennsylvania
$84.2K -$153 -16 -0.2%
BWAM
621
Boyd Watterson Asset Management
Ohio
$82.4K
HPC
622
HM Payson & Co
Maine
$81.5K -$80.2K -8,374 -53%
NSIM
623
North Star Investment Management
Illinois
$80.8K -$1.93K -201 -3%
HCP
624
Hexagon Capital Partners
Arkansas
$79.6K -$33K -3,449 -32%
CWA
625
Carolina Wealth Advisors
South Carolina
$75.3K

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.