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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
GWS
676
Glassman Wealth Services
Virginia
$27.6K -$7.96K -831 -25%
EWA
677
EverSource Wealth Advisors
Alabama
$27.3K -$9.78K -1,021 -29%
TLCM
678
Twin Lakes Capital Management
California
$26.3K +$124 +13 +0.5%
HFM
679
Harvest Fund Management
China
$26K -$7.57K -790 -24%
LCM
680
Logan Capital Management
Pennsylvania
$26K
TLA
681
Tanglewood Legacy Advisors
Texas
$25.5K
CWP
682
Concord Wealth Partners
Virginia
$24.8K
AA
683
Addison Advisors
Vermont
$24.5K +$1.65K +172 +8%
UCB
684
United Community Bank
South Carolina
$24.4K
GI
685
Gradient Investments
Minnesota
$24.4K +$1.13K +118 +6%
BCWM
686
Bartlett & Co Wealth Management
Ohio
$24.2K -$30.7K -3,204 -59%
BC
687
Bartlett & Co
Ohio
$24K -$30.7K -3,204 -59%
MIM
688
Macroview Investment Management
Maryland
$22.9K -$6.29K -657 -24%
LSA
689
Leonteq Securities AG
Switzerland
$22.4K -$9.67K -1,010 -33%
BLC
690
Brown, Lisle/Cummings
Rhode Island
$22.2K -$32.8K -3,421 -63%
ZB
691
Zions Bancorporation
Utah
$22K +$2.08K +217 +12%
HFS
692
Hantz Financial Services
Michigan
$22K -$1.28K -134 -6%
Loomis, Sayles & Company
693
Loomis, Sayles & Company
Massachusetts
$22K +$316 +33 +2%
EC
694
EntryPoint Capital
New York
$21.8K +$19.2K +2,009 New
FFL
695
Financial Freedom LLC
Ohio
$21.4K -$335 -35 -2%
CMP
696
Coston McIsaac & Partners
Maine
$21K +$96 +10 +0.5%
CSC
697
Caldwell Sutter Capital
California
$20.9K +$450 +47 +2%
WAS
698
Winch Advisory Services
Wisconsin
$20.8K +$3.16K +330 +21%
BBPWM
699
Blue Bell Private Wealth Management
Pennsylvania
$20.8K
SWM
700
Sugarloaf Wealth Management
Georgia
$20.7K +$86 +9 +0.5%

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.