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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
PS
676
Principal Securities
Iowa
$37.5K +$6.41K +532 +20%
IFAM
677
Institutional & Family Asset Management
Colorado
$36.9K -$1.32K -110 -3%
SAM
678
S.A. Mason
Michigan
$36.4K +$24 +2 +0.1%
CA
679
Clearstead Advisors
Ohio
$36.3K +$614 +51 +2%
BLC
680
Brown, Lisle/Cummings
Rhode Island
$36.2K +$11.8K +982 +48%
GCM
681
Gladius Capital Management
Illinois
$35.5K -$11.4K -948 -24%
GEA
682
Glen Eagle Advisors
New Jersey
$34.6K -$10.6K -882 -23%
AS
683
Altshuler Shaham
Israel
$34.6K -$17.2K -1,430 -33%
IA
684
IFP Advisors
Florida
$34.2K -$253 -21 -0.7%
MSFP
685
Mark Sheptoff Financial Planning
Connecticut
$33.9K +$12 +1 +0%
CPBTD
686
Central Pacific Bank - Trust Division
Hawaii
$33.1K +$33.4K +2,775 New
CT
687
Cambridge Trust
Massachusetts
$33.1K +$157 +13 +0.5%
JWM
688
Janiczek Wealth Management
Colorado
$32.2K -$2.2K -183 -6%
LJHT
689
Laurie J. Hall Trustee
$32K -$590 -49 -2%
EWA
690
EverSource Wealth Advisors
Alabama
$31.9K +$2.83K +235 +9%
MCM
691
MidAtlantic Capital Management
Virginia
$30.9K -$2.44K -203 -7%
AT
692
Arlington Trust
Alabama
$29.9K -$30.1K -2,500 -50%
KLWA
693
Kelly Lawrence W & Associates
California
$29.5K -$1.49K -124 -5%
TLCM
694
Twin Lakes Capital Management
California
$29.1K +$145 +12 +0.5%
LCM
695
Logan Capital Management
Pennsylvania
$28.6K
AA
696
Addison Advisors
Vermont
$28.6K +$1.58K +131 +6%
TLA
697
Tanglewood Legacy Advisors
Texas
$28.2K
TF
698
Tompkins Financial
New York
$27.7K -$10.1K -837 -27%
CWP
699
Concord Wealth Partners
Virginia
$26.9K -$446 -37 -2%
AIM
700
Anchor Investment Management
South Carolina
$26.6K -$11.1K -925 -29%

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.