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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NTC
51
North Tide Capital
Massachusetts
$53.4M +$31.7M +900,000 +180%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$53M +$2.32M +65,944 +5%
NA
53
Navellier & Associates
Nevada
$52.4M -$956K -27,154 -2%
UBS AM
54
UBS AM
Illinois
$52M -$459K -13,025 -0.9%
N
55
Natixis
France
$51.3M +$84.5K +2,400 +0.2%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$48.8M +$15.3M +434,050 +51%
Axa
57
Axa
France
$47.5M +$1.05M +29,793 +2%
CC
58
Colrain Capital
Massachusetts
$46.7M -$464K -13,172 -1%
HM
59
HealthCor Management
New York
$45.8M -$32.6M -925,000 -44%
SAM
60
Sectoral Asset Management
Quebec, Canada
$45.3M -$125M -3,543,221 -75%
PIA
61
Piedmont Investment Advisors
North Carolina
$42.2M -$18.8M -535,307 -33%
GC
62
Guggenheim Capital
Illinois
$41.4M +$9.6M +272,588 +34%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$40.3M -$1.49M -42,440 -4%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$39.7M -$1.11M -31,414 -3%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$39M +$403K +11,459 +1%
DnB Asset Management
66
DnB Asset Management
Norway
$38.7M -$26.9M -763,867 -43%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$38.4M +$813K +23,090 +2%
SB
68
Suntrust Banks
Georgia
$38.3M +$2.87M +81,590 +9%
SG Americas Securities
69
SG Americas Securities
New York
$38.2M +$26M +738,565 +282%
Massachusetts Financial Services
70
Massachusetts Financial Services
Massachusetts
$37.2M +$22M +625,049 +178%
Charles Schwab
71
Charles Schwab
California
$35.5M -$26.3M -748,205 -45%
PAM
72
Panagora Asset Management
Massachusetts
$34.9M +$7.46M +211,948 +30%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$34.8M +$32.1M +912,753 New
U
74
UBS
Switzerland
$34.4M +$105K +2,989 +0.3%
RG
75
Renaissance Group
Kentucky
$33.3M -$1.41M -40,075 -4%

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.