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Viatris

661 hedge funds and large institutions have $19.3B invested in Viatris in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 249 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

29% more capital invested

Capital invested by funds: $15B → $19.3B (+$4.3B)

5% more funds holding

Funds holding: 629661 (+32)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 249

38% less call options, than puts

Call options by funds: $321M | Put options by funds: $517M

Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
17.63%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.8%
New
98
Increased
211
Reduced
249
Closed
54
Calls
$321M
Puts
$517M
Net Calls
-$196M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$71.1M -$363K -6,759 -0.5%
BlackRock
52
BlackRock
New York
$66.2M +$1.41M +26,198 +2%
DCM
53
Discovery Capital Management
Connecticut
$63.5M -$114M -2,120,282 -65%
MDSL
54
M.D. Sass LLC
New York
$62.5M -$28.4M -529,494 -32%
RCM
55
Roystone Capital Management
New York
$61.6M +$35M +651,500 +148%
AI
56
Axiom Investors
Connecticut
$60.6M +$5.55M +103,300 +11%
N
57
Natixis
France
$59.7M -$12.1M -225,000 -18%
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$59.5M +$54.2M +1,009,500 +2,195%
FCM
59
Frontier Capital Management
Massachusetts
$59.3M +$2.78M +51,830 +5%
GC
60
Guggenheim Capital
Illinois
$58.7M +$18.4M +342,351 +49%
JIR
61
James Investment Research
Ohio
$58.6M +$6.75M +125,791 +14%
Principal Financial Group
62
Principal Financial Group
Iowa
$58.1M +$6.22M +115,834 +13%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$57.3M +$9.12M +169,852 +20%
TCM
64
Tekla Capital Management
Massachusetts
$56.9M
Axa
65
Axa
France
$55.8M +$41.6M +774,518 +358%
ICM
66
Ionic Capital Management
New York
$54.7M -$11M -204,242 -17%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$54.6M +$2.29M +42,581 +5%
SO
68
STRS Ohio
Ohio
$51.7M -$45.3M -843,000 -48%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$51.7M +$2.18M +40,580 +5%
CC
70
Colrain Capital
Massachusetts
$50M -$2.28M -42,500 -5%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$49.6M +$1.83M +33,996 +4%
Federated Hermes
72
Federated Hermes
Pennsylvania
$48.7M +$2.11M +39,297 +5%
Prudential Financial
73
Prudential Financial
New Jersey
$48.7M +$19.5M +363,200 +73%
Charles Schwab
74
Charles Schwab
California
$48.4M +$2.67M +49,654 +6%
BIM
75
BlackRock Investment Management
Delaware
$47.6M -$49.9M -928,559 -52%

VTRS Hedge Fund Activity: Q4 2014 in Review

661 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2014, worth a combined $19.3B — up 29% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VTRS positions and 54 closed out — a net gain of 44 holders — while 211 added to existing stakes and 249 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $159M.

  • 661 institutional investors held Viatris (VTRS) as of Q4 2014, up from 629 in Q3 2014.
  • Funds reported $19.3B of Viatris stock for Q4 2014, up 29% quarter-over-quarter.
  • 98 funds opened new Viatris positions in Q4 2014 and 54 closed out, a net change of +44 holders.
  • The largest Viatris buyer in Q4 2014 was T. Rowe Price Associates, an estimated $208M added.
  • The largest Viatris seller in Q4 2014 was Bank of America, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2014.