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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
626
Hollencrest Capital Management
California
$114K
PTC
627
Private Trust Company
Ohio
$114K +$783 +65 +0.7%
PL
628
Perpetual Ltd
Australia
$113K
SS
629
Sunbelt Securities
Texas
$110K +$36.8K +3,058 +50%
HI
630
Harbour Investments
Wisconsin
$104K +$7.02K +583 +7%
SHFA
631
SS&H Financial Advisors
Michigan
$102K -$28.8K -2,395 -3%
WT
632
Whittier Trust
California
$100K -$28K -2,321 -22%
KFI
633
Key Financial Inc
Pennsylvania
$99.8K
Walleye Capital
634
Walleye Capital
New York
$96.3K +$97.1K +8,063 New
HB
635
Horizon Bancorp
Indiana
$95K -$1.31K -109 -1%
Capstone Investment Advisors
636
Capstone Investment Advisors
New York
$93.5K +$94.4K +7,834 New
JWA
637
JFS Wealth Advisors
Pennsylvania
$91.4K -$1.49K -124 -2%
AFWM
638
Abich Financial Wealth Management
Virginia
$91K +$25.1K +2,083 +38%
BWAM
639
Boyd Watterson Asset Management
Ohio
$90.9K
FFA
640
Farther Finance Advisors
California
$90.1K +$15.8K +1,311 +21%
NSIM
641
North Star Investment Management
Illinois
$87.7K -$1.37K -114 -2%
CWA
642
Carolina Wealth Advisors
South Carolina
$83.1K
IRC
643
Investors Research Corp
Georgia
$81.8K
HPC
644
HM Payson & Co
Maine
$81.1K -$8.79K -730 -10%
SWM
645
Spire Wealth Management
Virginia
$77.7K -$843 -70 -1%
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$73.5K +$5.38K +447 +8%
HCP
647
Hexagon Capital Partners
Arkansas
$71.5K -$16.4K -1,365 -19%
HBW
648
Hazlett, Burt & Watson
West Virginia
$71K
NC
649
nVerses Capital
Florida
$70.4K +$71.1K +5,900 New
FHA
650
First Horizon Advisors
Tennessee
$70.2K +$6.21K +516 +10%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.