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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
Lazard Asset Management
701
Lazard Asset Management
New York
$26K +$23.1K +1,917 +673%
HFS
702
Hantz Financial Services
Michigan
$24K +$566 +47 +2%
FFL
703
Financial Freedom LLC
Ohio
$23.8K +$229 +19 +1%
CSC
704
Caldwell Sutter Capital
California
$23.7K +$638 +53 +3%
WAS
705
Winch Advisory Services
Wisconsin
$23.2K +$205 +17 +0.9%
CMP
706
Coston McIsaac & Partners
Maine
$23K -$84 -7 -0.4%
BBPWM
707
Blue Bell Private Wealth Management
Pennsylvania
$22.9K +$48 +4 +0.2%
ZB
708
Zions Bancorporation
Utah
$22.8K -$1.55K -129 -6%
SWM
709
Sugarloaf Wealth Management
Georgia
$22.7K -$169 -14 -0.7%
FCT
710
First Community Trust
Iowa
$22.7K
QCG
711
Quadrant Capital Group
Ohio
$22.6K +$578 +48 +3%
RTC
712
Riverview Trust Company
Washington
$22.1K +$22.3K +1,852 New
LS
713
Livforsakringsbolaget Skandia
Sweden
$21.9K
CMA
714
Cedar Mountain Advisors
Oregon
$21.8K +$24 +2 +0.1%
CTWM
715
Cherry Tree Wealth Management
Minnesota
$20.8K +$217 +18 +1%
BBHC
716
Brown Brothers Harriman & Co
New York
$20.8K -$1.65K -137 -7%
AWM
717
Avior Wealth Management
Nebraska
$20.5K +$9.62K +799 +87%
BIA
718
Bell Investment Advisors
California
$20.3K
LFG
719
Larson Financial Group
Missouri
$20K -$1.07K -89 -5%
SN
720
Sittner & Nelson
Oregon
$20K
DAM
721
Delta Asset Management
Tennessee
$19.5K -$12 -1 -0.1%
A
722
Allianz
Germany
$19.3K +$19.4K +1,613 New
FP
723
Financial Perspectives
Minnesota
$19.2K -$1.32K -110 -6%
VNA
724
Valley National Advisers
Pennsylvania
$19K -$1.37K -114 -7%
LSA
725
Leonteq Securities AG
Switzerland
$18.7K -$6.04K -501 -24%

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.