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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
OC
651
Oakworth Capital
Alabama
$44.6K
MFG
652
Mendota Financial Group
Wisconsin
$44.4K
MCM
653
Manchester Capital Management
Vermont
$44K +$104 +10 +0.2%
ST
654
Smithfield Trust
Pennsylvania
$41K -$4.14K -398 -9%
Federated Hermes
655
Federated Hermes
Pennsylvania
$40.9K -$1.49K -143 -3%
WT
656
Washington Trust
Rhode Island
$40.7K -$11K -1,061 -20%
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.9K
NFSG
658
Newbridge Financial Services Group
Florida
$37.3K -$333 -32 -0.8%
AF
659
Advisornet Financial
Minnesota
$36K +$5.36K +515 +16%
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$36K +$1.17K +112 +3%
EWA
661
EverSource Wealth Advisors
Alabama
$34.9K +$1.11K +107 +3%
SAM
662
S.A. Mason
Michigan
$34.1K +$10.5K +1,004 +41%
CB
663
CNB Bank
Pennsylvania
$33.7K +$594 +57 +2%
TWP
664
TFO Wealth Partners
Ohio
$33.5K +$239 +23 +0.7%
GWS
665
Glassman Wealth Services
Virginia
$33.3K -$18.5K -1,775 -34%
HFM
666
Harvest Fund Management
China
$33K +$34.5K +3,317 New
AIM
667
Anchor Investment Management
South Carolina
$32.8K +$1.19K +114 +4%
IFAM
668
Institutional & Family Asset Management
Colorado
$32.3K +$1.36K +131 +4%
GFL
669
Granite FO LLC
New Hampshire
$31.9K -$135 -13 -0.4%
QCG
670
Quadrant Capital Group
Ohio
$31.6K +$3.47K +333 +12%
CSPIA
671
Cary Street Partners Investment Advisory
Virginia
$30.7K +$13K +1,247 +67%
GWM
672
Geneos Wealth Management
Colorado
$30.5K -$208 -20 -0.6%
LSA
673
Leonteq Securities AG
Switzerland
$30.3K -$620K -59,573 -95%
JWM
674
Janiczek Wealth Management
Colorado
$28K +$1.39K +133 +5%
TF
675
Tompkins Financial
New York
$27.7K

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.