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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Spire Wealth Management
Virginia
$75K -$11.7K -1,219 -16%
IRC
627
Investors Research Corp
Georgia
$74.2K -$14.5K -1,510 -18%
SIM
628
Sentry Investment Management
Wisconsin
$69K -$6.55K -684 -10%
FFA
629
Farther Finance Advisors
California
$67.5K +$11.3K +1,184 +23%
SS
630
Sunbelt Securities
Texas
$66.6K -$2.87K -300 -5%
WT
631
Washington Trust
Rhode Island
$66K +$18.8K +1,968 +48%
HBW
632
Hazlett, Burt & Watson
West Virginia
$65K -$1.08K -113 -2%
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$61.8K +$19.7K +2,059 +56%
AFWM
634
Abich Financial Wealth Management
Virginia
$60K +$53.1K +5,542 New
PCM
635
Penserra Capital Management
California
$59K -$11.2K -1,167 -18%
FHA
636
First Horizon Advisors
Tennessee
$58.1K +$27.7K +2,890 +117%
CLOS
637
Compagnie Lombard Odier SCmA
Switzerland
$56.6K
DJSG
638
D.J. St. Germain
Massachusetts
$56.3K -$373 -39 -0.7%
GCM
639
Gables Capital Management
Florida
$55.9K -$2.81K -294 -5%
AT
640
Arlington Trust
Alabama
$54.1K +$47.9K +5,000 New
MCM
641
Manchester Capital Management
Vermont
$52.4K +$3.57K +373 +8%
TSW
642
Thompson Siegel & Walmsley
Virginia
$52K -$891 -93 -2%
AF
643
Allworth Financial
California
$50.5K -$3.64K -380 -8%
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49.9K
OC
645
Oakworth Capital
Alabama
$49.2K +$182 +19 +0.4%
MFG
646
Mendota Financial Group
Wisconsin
$48.8K
CFB
647
Cullen/Frost Bankers
Texas
$47.8K -$20.7K -2,164 -33%
AS
648
Altshuler Shaham
Israel
$46.9K -$12.6K -1,318 -23%
GWM
649
Geneos Wealth Management
Colorado
$46.5K +$11.4K +1,194 +39%
ST
650
Smithfield Trust
Pennsylvania
$43K -$1.4K -146 -3%

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.