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Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
626
Horizon Bancorp
Indiana
$80K
FWM
627
Focused Wealth Management
New York
$77.6K +$10 +1 +0%
SWM
628
Spire Wealth Management
Virginia
$76.9K +$1.77K +170 +2%
JWA
629
JFS Wealth Advisors
Pennsylvania
$76.8K +$1.49K +143 +2%
HI
630
Harbour Investments
Wisconsin
$76.1K -$1.67K -160 -2%
NSIM
631
North Star Investment Management
Illinois
$75.6K -$1.57K -151 -2%
BWAM
632
Boyd Watterson Asset Management
Ohio
$75K
SIM
633
Sentry Investment Management
Wisconsin
$70K -$8.91K -856 -11%
CWA
634
Carolina Wealth Advisors
South Carolina
$68.6K +$70.8K +6,802 +4,388%
PCM
635
Penserra Capital Management
California
$65K -$11.3K -1,083 -14%
CFB
636
Cullen/Frost Bankers
Texas
$64.9K +$4.1K +394 +6%
SS
637
Sunbelt Securities
Texas
$63.6K +$22.2K +2,130 +49%
PFBT
638
Parkside Financial Bank & Trust
Missouri
$60.7K +$16.8K +1,611 +35%
HBW
639
Hazlett, Burt & Watson
West Virginia
$60K -$979 -94 -2%
AS
640
Altshuler Shaham
Israel
$55.6K -$37.6K -3,609 -39%
BC
641
Bartlett & Co
Ohio
$54K -$119K -11,424 -68%
BLC
642
Brown, Lisle/Cummings
Rhode Island
$54K -$48.8K -4,688 -46%
GCM
643
Gables Capital Management
Florida
$53.8K
BCWM
644
Bartlett & Co Wealth Management
Ohio
$53.6K -$119K -11,424 -68%
DJSG
645
D.J. St. Germain
Massachusetts
$51.7K -$4.32K -415 -7%
CLOS
646
Compagnie Lombard Odier SCmA
Switzerland
$51.6K
PFSC
647
Peoples Financial Services Corp
Pennsylvania
$49.9K -$1.03K -99 -2%
FFA
648
Farther Finance Advisors
California
$49.8K +$5.14K +494 +11%
AF
649
Allworth Financial
California
$49.7K -$3.08K -296 -6%
TSW
650
Thompson Siegel & Walmsley
Virginia
$49K -$635 -61 -1%

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.