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Viatris

1,000 hedge funds and large institutions have $11.1B invested in Viatris in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 347 increasing their positions, 359 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 71

16% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $32.8M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $10.4B → $11.1B (+$683M)

1% more funds holding

Funds holding: 9951,000 (+5)

3% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 359

2.16% less ownership

Funds ownership: 82.12%79.96% (-2.2%)

Holders
1,000
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
87
Increased
347
Reduced
359
Closed
71
Calls
$38.1M
Puts
$32.8M
Net Calls
+$5.32M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
626
Transamerica Financial Advisors
Florida
$87K +$86.2K +7,468 New
JWA
627
JFS Wealth Advisors
Pennsylvania
$85.6K +$1.23K +107 +1%
BTI
628
Blue Trust Inc
Georgia
$83.6K +$22.9K +1,984 +34%
NSIM
629
North Star Investment Management
Illinois
$81.2K -$3.31K -287 -4%
AA
630
Addison Advisors
Vermont
$80.2K +$51.7K +4,482 +185%
KFI
631
Key Financial Inc
Pennsylvania
$79.4K -$16.9K -1,469 -18%
IRC
632
Investors Research Corp
Georgia
$79.1K
AF
633
Allworth Financial
California
$78.3K +$11.8K +1,022 +18%
SWM
634
Spire Wealth Management
Virginia
$78K +$1.73K +150 +2%
HPC
635
HM Payson & Co
Maine
$76.3K +$381 +33 +0.5%
WT
636
Whittier Trust
California
$76.3K -$9.66K -837 -11%
GWM
637
Geneos Wealth Management
Colorado
$70.5K +$22.9K +1,982 +48%
HBW
638
Hazlett, Burt & Watson
West Virginia
$69K
BIG
639
Brooklyn Investment Group
New York
$66.6K +$66.2K +5,735 New
WT
640
Washington Trust
Rhode Island
$65.9K -$785 -68 -1%
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$64.1K +$496 +43 +0.8%
MFG
642
Mendota Financial Group
Wisconsin
$62K +$1.97K +171 +3%
UB
643
UMB Bank
Missouri
$60.8K +$4.9K +425 +9%
AF
644
Advisornet Financial
Minnesota
$60.4K +$20K +1,730 +50%
TCOV
645
Trust Company of Vermont
Vermont
$59.9K +$3.2K +277 +6%
SIM
646
Sentry Investment Management
Wisconsin
$59K
GM
647
GeoWealth Management
Illinois
$58.1K +$57.7K +5,004 New
OC
648
Oakworth Capital
Alabama
$57.7K +$1.42K +123 +3%
GCM
649
Gables Capital Management
Florida
$57K
MCM
650
Manchester Capital Management
Vermont
$56.3K +$104 +9 +0.2%

VTRS Hedge Fund Activity: Q3 2024 in Review

1,000 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2024, worth a combined $11.1B — up 6.6% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VTRS positions and 71 closed out — a net gain of 16 holders — while 347 added to existing stakes and 359 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.3M. The largest seller was Pacer Advisors, cutting an estimated $441M.

  • 1,000 institutional investors held Viatris (VTRS) as of Q3 2024, up from 995 in Q2 2024.
  • Funds reported $11.1B of Viatris stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q3 2024 and 71 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q3 2024 was Millennium Management, an estimated $62.3M added.
  • The largest Viatris seller in Q3 2024 was Pacer Advisors, an estimated $441M sold.

Based on aggregated 13F filings for Q3 2024.