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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
701
Regal Investment Advisors
Michigan
-$100K -2,500 Closed
HCP
702
Holt Capital Partners
Texas
-$97K -2,400 Closed
MIC
703
MU Investments Company
Japan
-$73K -1,830 Closed
BBHC
704
Brown Brothers Harriman & Co
New York
-$57K -1,425 Closed
FAM
705
Formidable Asset Management
Ohio
-$51K -1,275 Closed
MCM
706
Manchester Capital Management
Vermont
-$31K -780 Closed
NCM
707
Nelson Capital Management
California
-$23K -583 Closed
WA
708
Waverly Advisors
Alabama
-$20K -508 Closed
ED
709
Exane Derivatives
France
-$17.1K -426 Closed
PFO
710
Pathstone Family Office
New Jersey
-$14K -350 Closed
FMA
711
FNY Managed Accounts
New York
-$10.7K -265 Closed
AAM
712
American Asset Management
Florida
-$8K -200 Closed
PSI
713
Pinnacle Summer Investments
Virginia
-$8K -200 Closed
BCM
714
Brookstone Capital Management
Illinois
-$7K -183 Closed
LWA
715
Lenox Wealth Advisors
New York
-$4K -98 Closed
LNB
716
Ledyard National Bank
-$3K -70 Closed
BWFA
717
Baltimore-Washington Financial Advisors
Maryland
-$2K -66 Closed
VIA
718
Vident Investment Advisory
Georgia
-$2K -61 Closed
MPWT
719
MassMutual Private Wealth & Trust
Connecticut
-$2K -44 Closed
GXMC
720
Global X Management Company
New York
-$1K -23 Closed
AssetMark Inc
721
AssetMark Inc
California
+$433 +9 New

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.