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Viatris

661 hedge funds and large institutions have $19.3B invested in Viatris in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 249 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

29% more capital invested

Capital invested by funds: $15B → $19.3B (+$4.3B)

5% more funds holding

Funds holding: 629661 (+32)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 249

38% less call options, than puts

Call options by funds: $321M | Put options by funds: $517M

Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
17.63%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.8%
New
98
Increased
211
Reduced
249
Closed
54
Calls
$321M
Puts
$517M
Net Calls
-$196M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$25K
BFEC
627
Benjamin F. Edwards & Company
Missouri
$24K
PFSC
628
Peoples Financial Services Corp
Pennsylvania
$23K
SA
629
SRH Advisors
Kansas
$17K
GAM
630
Gemmer Asset Management
California
$16K
QAM
631
QCI Asset Management
New York
$16K
CG
632
Colony Group
Massachusetts
$14K
RA
633
Rational Advisors
New York
$14K +$12.9K +240 New
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
PSI
635
Pinnacle Summer Investments
Virginia
$11K
DAM
636
Delta Asset Management
Tennessee
$10K
JFA
637
JNBA Financial Advisors
Minnesota
$10K
IC
638
Intersect Capital
California
$10K +$9.77K +182 New
ACS
639
Archford Capital Strategies
Illinois
$8K -$2.15K -40 -21%
IPC
640
Independent Portfolio Consultants
Florida
$8K +$1.24K +23 +19%
RNS
641
Robert N. Shapiro
$8K +$5.26K +98 +316%
AC
642
Alexandria Capital
Virginia
$7K -$3.38K -63 -34%
FANJ
643
Financial Architects (New Jersey)
New Jersey
$7K +$6.55K +122 New
CHP
644
Cable Hill Partners
Oregon
$7K +$7.04K +131 New
LWA
645
Lenox Wealth Advisors
New York
$6K -$6.93K -129 -57%
PMFA
646
Plante Moran Financial Advisors
Michigan
$6K
TF
647
Tompkins Financial
New York
$6K
IP
648
Isthmus Partners
Wisconsin
$6K +$6.01K +112 New
HI
649
Hudock Inc
Pennsylvania
$5K
CAM
650
ClariVest Asset Management
California
$4K

VTRS Hedge Fund Activity: Q4 2014 in Review

661 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2014, worth a combined $19.3B — up 29% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VTRS positions and 54 closed out — a net gain of 44 holders — while 211 added to existing stakes and 249 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $159M.

  • 661 institutional investors held Viatris (VTRS) as of Q4 2014, up from 629 in Q3 2014.
  • Funds reported $19.3B of Viatris stock for Q4 2014, up 29% quarter-over-quarter.
  • 98 funds opened new Viatris positions in Q4 2014 and 54 closed out, a net change of +44 holders.
  • The largest Viatris buyer in Q4 2014 was T. Rowe Price Associates, an estimated $208M added.
  • The largest Viatris seller in Q4 2014 was Bank of America, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2014.