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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
601
GAMMA Investing
California
$132K +$20.2K +1,680 +18%
EM
602
Excalibur Management
Massachusetts
$131K -$626 -52 -0.5%
SWM
603
Seed Wealth Management
Illinois
$131K -$193 -16 -0.1%
BIC
604
Beach Investment Counsel
Pennsylvania
$131K +$446 +37 +0.3%
DMBA
605
Deseret Mutual Benefit Administrators
Utah
$129K
CSB
606
City State Bank
Iowa
$129K
UCI
607
Uncommon Cents Investing
Wisconsin
$128K +$129K +10,730 New
FL
608
Fort LP
Maryland
$128K -$23.5K -1,947 -15%
BMO
609
Beck Mack & Oliver
New York
$127K
FFWM
610
Future Financial Wealth Management
Ohio
$126K +$6.02K +500 +5%
MSA
611
Marino Stram & Associates
Massachusetts
$125K
BAM
612
Brave Asset Management
New Jersey
$125K -$148K -12,300 -54%
CAM
613
Campion Asset Management
Virginia
$125K -$44.2K -3,668 -26%
TCA
614
Transcend Capital Advisors
New Jersey
$124K -$7.77K -645 -6%
BAM
615
Belpointe Asset Management
Nevada
$123K -$29.8K -2,478 -19%
VF
616
Virtu Financial
New York
$122K +$123K +10,246 New
DI
617
Diligent Investors
California
$121K -$1.05K -87 -0.9%
HAIM
618
Hunter Associates Investment Management
Pennsylvania
$121K -$1.85K -154 -1%
MG
619
Mather Group
Illinois
$121K -$2.37K -197 -2%
LFA
620
Legacy Financial Advisors
Kentucky
$120K +$121K +10,084 New
ACM
621
Argyle Capital Management
Pennsylvania
$120K -$4.26K -354 -3%
GRP
622
Global Retirement Partners
California
$119K +$1.75K +145 +1%
DZ Bank
623
DZ Bank
Germany
$119K -$903K -75,000 -88%
HFM
624
Harvest Fund Management
China
$118K +$89K +7,387 +292%
WTC
625
WhitTier Trust Company
Nevada
$117K +$3.02K +251 +3%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.