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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
GCM
651
Gladius Capital Management
Illinois
$42.5K +$10.8K +1,123 +40%
PFBT
652
Parkside Financial Bank & Trust
Missouri
$41.8K -$22K -2,296 -37%
GEA
653
Glen Eagle Advisors
New Jersey
$41K +$12.7K +1,324 +54%
PFSC
654
Peoples Financial Services Corp
Pennsylvania
$39.9K -$13.1K -1,370 -27%
NFSG
655
Newbridge Financial Services Group
Florida
$38.1K -$2.48K -259 -7%
AF
656
Advisornet Financial
Minnesota
$37.7K -$1.56K -163 -4%
CB
657
CNB Bank
Pennsylvania
$37K
TWP
658
TFO Wealth Partners
Ohio
$35.7K -$546 -57 -2%
GFL
659
Granite FO LLC
New Hampshire
$35K
IFAM
660
Institutional & Family Asset Management
Colorado
$34.7K -$670 -70 -2%
TF
661
Tompkins Financial
New York
$34.2K +$3.28K +343 +12%
AIM
662
Anchor Investment Management
South Carolina
$34.2K -$1.63K -170 -5%
CA
663
Clearstead Advisors
Ohio
$34.1K -$54.1K -5,648 -64%
SAM
664
S.A. Mason
Michigan
$33K -$3.99K -417 -12%
TC
665
Truvestments Capital
Florida
$32.6K +$13.8K +1,441 +92%
RIM
666
Rakuten Investment Management
Japan
$32.2K +$28.4K +2,966 New
IA
667
IFP Advisors
Florida
$31.3K +$2.08K +217 +8%
JWM
668
Janiczek Wealth Management
Colorado
$31.2K +$393 +41 +1%
MSFP
669
Mark Sheptoff Financial Planning
Connecticut
$30.8K +$364 +38 +1%
MCM
670
MidAtlantic Capital Management
Virginia
$30.2K +$26.7K +2,791 New
LJHT
671
Laurie J. Hall Trustee
$30K
CT
672
Cambridge Trust
Massachusetts
$29.9K +$192 +20 +0.7%
AWM
673
Able Wealth Management
New Jersey
$29.7K +$26.2K +2,738 New
PS
674
Principal Securities
Iowa
$28.2K +$25K +2,607 New
KLWA
675
Kelly Lawrence W & Associates
California
$28.1K

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.