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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
626
AIA Group
Hong Kong
$110K -$51.4K -4,921 -33%
PTC
627
Private Trust Company
Ohio
$109K +$102K +9,799 New
FA
628
Fortis Advisors
Pennsylvania
$108K +$101K +9,708 +35,956%
AWM
629
Activest Wealth Management
Florida
$106K
CA
630
CoreCap Advisors
Michigan
$103K +$96.9K +9,277 New
UB
631
UMB Bank
Missouri
$101K +$32.8K +3,137 +53%
LC
632
Lindbrook Capital
California
$100K -$106K -10,098 -53%
EWM
633
Endurance Wealth Management
Rhode Island
$97K -$8.02K -767 -8%
CAM
634
Cacti Asset Management
Georgia
$96.4K
FWM
635
Focused Wealth Management
New York
$95.3K +$7.84K +750 +10%
IRC
636
Investors Research Corp
Georgia
$93K -$1.1K -105 -1%
PA
637
Parallel Advisors
California
$91.9K +$5.66K +542 +7%
BWAM
638
Boyd Watterson Asset Management
Ohio
$90.6K +$85K +8,138 New
VCM
639
Vigilant Capital Management
Maine
$90K -$7.05K -675 -8%
BC
640
Bartlett & Co
Ohio
$90K -$387 -37 -0.5%
BCWM
641
Bartlett & Co Wealth Management
Ohio
$89.5K -$387 -37 -0.5%
NA
642
NewEdge Advisors
Louisiana
$88.6K +$180K +17,183 New
SWM
643
Sugarloaf Wealth Management
Georgia
$87.2K -$8.54K -817 -9%
JWA
644
JFS Wealth Advisors
Pennsylvania
$85.3K -$230 -22 -0.3%
BBHC
645
Brown Brothers Harriman & Co
New York
$82.6K -$4.47K -428 -5%
DMBA
646
Deseret Mutual Benefit Administrators
Utah
$75.3K -$52.1K -4,986 -42%
KFI
647
Key Financial Inc
Pennsylvania
$74.2K
SWM
648
Spire Wealth Management
Virginia
$72K +$1.09K +104 +2%
HBW
649
Hazlett, Burt & Watson
West Virginia
$70K
RBC
650
Romano Brothers & Co
Illinois
$68.1K +$63.9K +6,114 New

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.