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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$63.9M +$14.7M +306,000 +35%
Credit Agricole
52
Credit Agricole
France
$63.6M +$4.68M +97,329 +9%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$63.5M +$13.7M +285,318 +32%
Charles Schwab
54
Charles Schwab
California
$58.5M +$1.9M +39,417 +4%
Barclays
55
Barclays
United Kingdom
$57.9M -$225K -4,673 -0.4%
DM
56
Deerfield Management
New York
$57.1M -$10.5M -219,000 -17%
GC
57
Guggenheim Capital
Illinois
$56.2M -$12.8M -265,743 -20%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$56.1M -$1.81M -37,665 -4%
Teacher Retirement System of Texas
59
Teacher Retirement System of Texas
Texas
$55.8M +$2.78M +57,717 +6%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$53.3M -$1.61M -33,400 -3%
Morgan Stanley
61
Morgan Stanley
New York
$53.1M -$28M -582,058 -37%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$51.8M +$296K +6,160 +0.6%
JP Morgan Chase
63
JP Morgan Chase
New York
$51.3M -$14.9M -309,400 -25%
UBS AM
64
UBS AM
Illinois
$51.2M -$95M -1,974,991 -68%
TCSAM
65
Tyrus Capital S.A.M.
Monaco
$51.2M -$65.9M -1,370,750 -59%
HCM
66
Herndon Capital Management
Georgia
$50.4M -$2.42M -50,303 -5%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$49.9M -$14.4M -300,000 -25%
FTCM
68
Fir Tree Capital Management
New York
$49.1M -$28.6M -594,949 -40%
HM
69
HealthCor Management
New York
$48.7M +$43.4M +901,510 New
AM
70
Appaloosa Management
Florida
$46.2M +$18.4M +383,678 +82%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$45.9M +$34.8M +723,551 +581%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$45.6M +$3.27M +68,055 +9%
SM
73
Seminole Management
New York
$43.2M +$38.4M +799,190 New
SAM
74
Senzar Asset Management
New York
$42.5M -$44.9M -933,900 -54%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$42.3M +$601K +12,503 +2%

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.