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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
MSFP
676
Mark Sheptoff Financial Planning
Connecticut
$27.6K
GCM
677
Gladius Capital Management
Illinois
$27.6K -$7.9K -759 -21%
MIM
678
Macroview Investment Management
Maryland
$27.3K +$7.35K +706 +34%
CT
679
Cambridge Trust
Massachusetts
$27K -$239 -23 -0.8%
LJHT
680
Laurie J. Hall Trustee
$27K -$771 -74 -3%
IA
681
IFP Advisors
Florida
$26.3K -$14.8K -1,422 -35%
CTWM
682
Cherry Tree Wealth Management
Minnesota
$25.6K +$208 +20 +0.8%
KLWA
683
Kelly Lawrence W & Associates
California
$25.5K
FHA
684
First Horizon Advisors
Tennessee
$24.4K -$2.18K -209 -8%
CAM
685
Cacti Asset Management
Georgia
$24.3K
GEA
686
Glen Eagle Advisors
New Jersey
$24.3K -$5.82K -559 -19%
AAG
687
Armstrong Advisory Group
Massachusetts
$24.2K +$22.4K +2,147 +695%
TLCM
688
Twin Lakes Capital Management
California
$23.8K
LCM
689
Logan Capital Management
Pennsylvania
$23.7K -$1.06K -102 -4%
TLA
690
Tanglewood Legacy Advisors
Texas
$23.3K -$646 -62 -3%
CWP
691
Concord Wealth Partners
Virginia
$22.6K +$21.7K +2,080 +1,000%
UCB
692
United Community Bank
South Carolina
$22.2K +$22K +2,111 +1,456%
VNA
693
Valley National Advisers
Pennsylvania
$22K +$1.32K +127 +6%
FCT
694
First Community Trust
Iowa
$21.2K -$4.57K -439 -17%
GI
695
Gradient Investments
Minnesota
$21K -$708 -68 -3%
CAL
696
Capital Analysts LLC
Pennsylvania
$21K -$698 -67 -3%
HFS
697
Hantz Financial Services
Michigan
$21K +$760 +73 +4%
AA
698
Addison Advisors
Vermont
$20.6K +$198 +19 +0.9%
Loomis, Sayles & Company
699
Loomis, Sayles & Company
Massachusetts
$20K +$3K +288 +17%
FFL
700
Financial Freedom LLC
Ohio
$19.8K +$229 +22 +1%

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.