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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
701
Grove Bank & Trust
Florida
$27K +$25.1K +2,398 New
TLCM
702
Twin Lakes Capital Management
California
$26.5K +$31 +3 +0.1%
FNBOSM
703
First National Bank of South Miami
Florida
$26K
GWS
704
Glassman Wealth Services
Virginia
$25.5K +$3.07K +294 +15%
GI
705
Gradient Investments
Minnesota
$25K -$2.52K -241 -10%
TWA
706
TCI Wealth Advisors
Arizona
$24.4K -$13.4K -1,284 -37%
TC
707
Truvestments Capital
Florida
$24.1K -$10.5K -1,008 -32%
SCA
708
Stonebridge Capital Advisors
Minnesota
$24.1K -$157 -15 -0.7%
CSPIA
709
Cary Street Partners Investment Advisory
Virginia
$24.1K +$22.6K +2,162 New
QCG
710
Quadrant Capital Group
Ohio
$24.1K -$10.3K -981 -31%
CAL
711
Capital Analysts LLC
Pennsylvania
$24K -$617 -59 -3%
ZB
712
Zions Bancorporation
Utah
$23.2K +$2.67K +256 +14%
BWP
713
Baldwin Wealth Partners
Massachusetts
$22.6K +$2.97K +284 +16%
HFS
714
Hantz Financial Services
Michigan
$22K +$42 +4 +0.2%
LFG
715
Larson Financial Group
Missouri
$21.8K +$293 +28 +1%
SWA
716
Sutton Wealth Advisors
Florida
$21.6K -$1.19K -114 -6%
DIP
717
DT Investment Partners
Pennsylvania
$21.6K +$8.97K +858 +80%
FWA
718
Freedom Wealth Alliance
Wisconsin
$21.4K +$20.1K +1,919 New
RTC
719
Riverview Trust Company
Washington
$21K
BCMLT
720
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.7K +$8.71K +834 +81%
LS
721
Livforsakringsbolaget Skandia
Sweden
$20.4K
CT
722
Colonial Trust
South Carolina
$19.7K +$18.5K +1,767 New
DAM
723
Delta Asset Management
Tennessee
$19.6K +$18.4K +1,760 New
CWP
724
Concord Wealth Partners
Virginia
$19.4K +$18.2K +1,741 New
FP
725
Financial Perspectives
Minnesota
$19K -$627 -60 -3%

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.