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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
BBHC
701
Brown Brothers Harriman & Co
New York
$19.8K -$35.4K -3,402 -63%
SCA
702
Stonebridge Capital Advisors
Minnesota
$19K +$94 +9 +0.5%
CMP
703
Coston McIsaac & Partners
Maine
$19K -$656 -63 -3%
BBPWM
704
Blue Bell Private Wealth Management
Pennsylvania
$18.9K +$15.6K +1,500 +361%
SWM
705
Sugarloaf Wealth Management
Georgia
$18.8K -$7.55K -725 -28%
BWP
706
Baldwin Wealth Partners
Massachusetts
$18.7K -$302 -29 -2%
LFG
707
Larson Financial Group
Missouri
$18.7K +$1.04K +100 +6%
CSC
708
Caldwell Sutter Capital
California
$18.6K -$10.8K -1,035 -35%
RTC
709
Riverview Trust Company
Washington
$18.3K
BIA
710
Bell Investment Advisors
California
$18.2K +$8.96K +861 +88%
LS
711
Livforsakringsbolaget Skandia
Sweden
$18.1K
CMA
712
Cedar Mountain Advisors
Oregon
$18K +$10 +1 +0.1%
DSC
713
Duncker Streett & Co
Missouri
$17.9K
ZB
714
Zions Bancorporation
Utah
$17.9K -$3.04K -292 -14%
AWM
715
Avior Wealth Management
Nebraska
$17.6K
CNBTD
716
Citizens National Bank Trust Department
Mississippi
$17.4K -$2.58K -248 -12%
AIC
717
Ayalon Insurance Company
Israel
$17K
FP
718
Financial Perspectives
Minnesota
$16.9K +$31 +3 +0.2%
DAM
719
Delta Asset Management
Tennessee
$16.7K -$250 -24 -1%
SN
720
Sittner & Nelson
Oregon
$16.5K -$2.92K -280 -14%
WAS
721
Winch Advisory Services
Wisconsin
$16K +$208 +20 +1%
NS
722
NBC Securities
Alabama
$16K +$16.9K +1,623 New
TPCW
723
TD Private Client Wealth
New York
$16K -$2.47K -237 -13%
NF
724
Norwood Financial
Pennsylvania
$15.5K -$1.34K -129 -8%
TC
725
Truvestments Capital
Florida
$15.5K +$10 +1 +0.1%

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.