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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
FCT
701
First Community Trust
Iowa
$20.6K -$2.46K -257 -12%
BBHC
702
Brown Brothers Harriman & Co
New York
$20.3K -$1.24K -129 -6%
QCG
703
Quadrant Capital Group
Ohio
$20K -$13K -1,355 -42%
LS
704
Livforsakringsbolaget Skandia
Sweden
$19.9K
CMA
705
Cedar Mountain Advisors
Oregon
$19.7K
BWP
706
Baldwin Wealth Partners
Massachusetts
$19.3K -$1.13K -118 -6%
BGAI
707
Bruce G. Allen Investments
Colorado
$19.3K +$17K +1,779 New
LFG
708
Larson Financial Group
Missouri
$19.1K -$1.25K -130 -7%
CNBTD
709
Citizens National Bank Trust Department
Mississippi
$19K -$153 -16 -0.9%
CTWM
710
Cherry Tree Wealth Management
Minnesota
$18.7K -$8.37K -874 -34%
FP
711
Financial Perspectives
Minnesota
$18.6K +$29 +3 +0.2%
BIA
712
Bell Investment Advisors
California
$18.4K -$1.39K -145 -8%
DSC
713
Duncker Streett & Co
Missouri
$18.4K -$1.18K -123 -7%
SN
714
Sittner & Nelson
Oregon
$18.2K
VNA
715
Valley National Advisers
Pennsylvania
$18K -$4.86K -508 -23%
TCWA
716
Turtle Creek Wealth Advisors
Texas
$17.8K +$15.7K +1,641 New
DAM
717
Delta Asset Management
Tennessee
$17.7K -$565 -59 -3%
RS
718
Rakuten Securities
Japan
$17.5K +$15.5K +1,619 New
FMP
719
Financial Management Professionals
Texas
$17K
HIA
720
Harbor Investment Advisory
Maryland
$16.8K
FBC
721
Fairfield, Bush & Co
Connecticut
$16.2K +$14.4K +1,500 New
CAS
722
Coppell Advisory Solutions
Texas
$15.9K +$7.49K +782 +114%
NF
723
Norwood Financial
Pennsylvania
$15.7K -$1.14K -119 -8%
BWM
724
Baystate Wealth Management
Massachusetts
$14.4K +$1.07K +112 +9%
QC
725
Quent Capital
New York
$14.3K -$192 -20 -1%

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.