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Viatris

980 hedge funds and large institutions have $7.82B invested in Viatris in 2022 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 330 increasing their positions, 375 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $92.1M | Put options by funds: $72M

1.76% more ownership

Funds ownership: 74.04%75.8% (+1.8%)

3% less funds holding

Funds holding: 1,010980 (-30)

12% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 99

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

16% less capital invested

Capital invested by funds: $9.34B → $7.82B (-$1.51B)

Holders
980
Holders Change
-30
Holders Change %
-2.97%
% of All Funds
16.88%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
87
Increased
330
Reduced
375
Closed
99
Calls
$92.1M
Puts
$72M
Net Calls
+$20M
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
626
Kintegral Advisory
New York
$70K
BC
627
Bartlett & Co
Ohio
$69K
SIM
628
Sentry Investment Management
Wisconsin
$69K
BCWM
629
Bartlett & Co Wealth Management
Ohio
$68.9K
BBHC
630
Brown Brothers Harriman & Co
New York
$67K -$20.2K -2,053 -21%
FWM
631
Focused Wealth Management
New York
$67K +$856 +87 +1%
PA
632
Parallel Advisors
California
$66K +$23.1K +2,346 +44%
JWA
633
JFS Wealth Advisors
Pennsylvania
$65K -$1.26K -128 -2%
MCC
634
Money Concepts Capital
Florida
$64K -$3.52K -358 -5%
AAP
635
Arax Advisory Partners
Colorado
$60K -$2.35K -239 -3%
WT
636
Washington Trust
Rhode Island
$56K -$30 -3 -0%
HBW
637
Hazlett, Burt & Watson
West Virginia
$55K +$197 +20 +0.3%
SWM
638
Spire Wealth Management
Virginia
$54K -$174K -17,655 -73%
UB
639
UMB Bank
Missouri
$51K -$20.8K -2,110 -26%
GRP
640
Global Retirement Partners
California
$50K -$9.41K -956 -16%
CLOS
641
Compagnie Lombard Odier SCmA
Switzerland
$49K -$1.22K -124 -2%
TSW
642
Thompson Siegel & Walmsley
Virginia
$48K -$8.26K -839 -13%
MA
643
Montag & Associates
Georgia
$48K -$3.52K -358 -6%
GCM
644
Gables Capital Management
Florida
$47K -$236 -24 -0.4%
NSIM
645
North Star Investment Management
Illinois
$45K -$1.54K -157 -3%
PFSC
646
Peoples Financial Services Corp
Pennsylvania
$45K -$974 -99 -2%
DZ Bank
647
DZ Bank
Germany
$44.8K
BTI
648
Blue Trust Inc
Georgia
$44K +$463 +47 +1%
KTC
649
Kistler-Tiffany Companies
Pennsylvania
$44K +$1.35K +137 +3%
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K -$305 -31 -0.6%

VTRS Hedge Fund Activity: Q3 2022 in Review

980 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2022, worth a combined $7.82B — down 16% from $9.34B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of VTRS and 87 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 330 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was Wellington Management Group, exiting entirely with an estimated $578M sold.

  • 980 institutional investors held Viatris (VTRS) as of Q3 2022, down from 1,010 in Q2 2022.
  • Funds reported $7.82B of Viatris stock for Q3 2022, down 16% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q3 2022 and 99 closed out, a net change of -12 holders.
  • The largest Viatris buyer in Q3 2022 was T. Rowe Price Associates, an estimated $266M added.
  • The largest Viatris seller in Q3 2022 was Wellington Management Group, an estimated $578M sold.

Based on aggregated 13F filings for Q3 2022.