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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
LIP
651
Liontrust Investment Partners
United Kingdom
$69.9K -$178K -14,801 -72%
WT
652
Washington Trust
Rhode Island
$67.2K -$5.6K -465 -8%
CH
653
Canton Hathaway
Rhode Island
$64K +$65K +5,400 New
CLOS
654
Compagnie Lombard Odier SCmA
Switzerland
$62.4K
DJSG
655
D.J. St. Germain
Massachusetts
$62.1K +$12 +1 +0%
MFG
656
Mendota Financial Group
Wisconsin
$61.7K +$7.97K +662 +15%
GCM
657
Gables Capital Management
Florida
$60.4K -$1.34K -111 -2%
BTI
658
Blue Trust Inc
Georgia
$58.8K -$51.2K -4,247 -46%
MCM
659
Manchester Capital Management
Vermont
$58.2K +$494 +41 +0.8%
OC
660
Oakworth Capital
Alabama
$57.9K +$3.69K +306 +7%
AF
661
Allworth Financial
California
$53.7K -$1.92K -159 -3%
CFB
662
Cullen/Frost Bankers
Texas
$53.6K +$891 +74 +2%
CNBTD
663
Citizens National Bank Trust Department
Mississippi
$52.5K +$31.8K +2,642 +151%
UCB
664
United Community Bank
South Carolina
$50.3K +$26K +2,160 +96%
GWM
665
Geneos Wealth Management
Colorado
$50K -$1.25K -104 -2%
CA
666
CoreCap Advisors
Michigan
$48.7K +$49.2K +4,081 New
LWCFA
667
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.7K
ST
668
Smithfield Trust
Pennsylvania
$46K -$590 -49 -1%
TCOV
669
Trust Company of Vermont
Vermont
$45.2K +$45.6K +3,785 New
EC
670
EntryPoint Capital
New York
$44.4K +$20.6K +1,713 +85%
PFSC
671
Peoples Financial Services Corp
Pennsylvania
$44K
PFBT
672
Parkside Financial Bank & Trust
Missouri
$43K -$3.07K -255 -7%
Optiver Holding
673
Optiver Holding
Netherlands
$42.5K +$29.9K +2,481 +230%
AF
674
Advisornet Financial
Minnesota
$41.2K -$397 -33 -0.9%
CB
675
CNB Bank
Pennsylvania
$39.1K -$1.77K -147 -4%

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.