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Viatris

980 hedge funds and large institutions have $7.82B invested in Viatris in 2022 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 330 increasing their positions, 375 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $92.1M | Put options by funds: $72M

1.76% more ownership

Funds ownership: 74.04%75.8% (+1.8%)

3% less funds holding

Funds holding: 1,010980 (-30)

12% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 99

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

16% less capital invested

Capital invested by funds: $9.34B → $7.82B (-$1.51B)

Holders
980
Holders Change
-30
Holders Change %
-2.97%
% of All Funds
16.88%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
87
Increased
330
Reduced
375
Closed
99
Calls
$92.1M
Puts
$72M
Net Calls
+$20M
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
726
Center for Financial Planning
Michigan
$12K +$10 +1 +0.1%
BG
727
Bollard Group
Massachusetts
$12K +$59 +6 +0.4%
MCM
728
MV Capital Management
Maryland
$12K +$6.63K +674 +91%
BWM
729
BerganKDV Wealth Management
Minnesota
$11K -$3.72K -378 -22%
BCMLT
730
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K -$1.14K -116 -10%
FMP
731
Financial Management Professionals
Texas
$11K -$1.02K -104 -8%
EWM
732
Evermay Wealth Management
Virginia
$11K
LWANC
733
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
SCM
734
Silvant Capital Management
Georgia
$11K
BWM
735
Baystate Wealth Management
Massachusetts
$11K +$79 +8 +0.6%
CA
736
Crewe Advisors
Utah
$11K +$1.73K +176 +15%
BIA
737
Bell Investment Advisors
California
$11K +$5.6K +569 +82%
EW
738
Evoke Wealth
California
$10K -$4.27K -434 -27%
PK
739
Pflug Koory
Nebraska
$10K -$3.9K -396 -26%
ME
740
McIlrath & Eck
Washington
$10K -$974 -99 -8%
OIA
741
Optimum Investment Advisors
Illinois
$10K -$236 -24 -2%
SWA
742
SOA Wealth Advisors
New York
$10K -$10 -1 -0.1%
WTA
743
Washington Trust Advisors
Massachusetts
$10K
CMA
744
Cedar Mountain Advisors
Oregon
$10K +$10 +1 +0.1%
PMFA
745
Plante Moran Financial Advisors
Michigan
$10K +$10 +1 +0.1%
NIC
746
Northwest Investment Counselors
Oregon
$10K +$9.69K +984 +410%
CSPAM
747
Cary Street Partners Asset Management
Virginia
$10K +$11.5K +1,165 New
Bank of Montreal
748
Bank of Montreal
Ontario, Canada
$9.99K -$20.2M -2,054,464 -66%
HWA
749
Heritage Wealth Advisors
Virginia
$9.82K
AWM
750
Avior Wealth Management
Nebraska
$9K -$551 -56 -5%

VTRS Hedge Fund Activity: Q3 2022 in Review

980 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2022, worth a combined $7.82B — down 16% from $9.34B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of VTRS and 87 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 330 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was Wellington Management Group, exiting entirely with an estimated $578M sold.

  • 980 institutional investors held Viatris (VTRS) as of Q3 2022, down from 1,010 in Q2 2022.
  • Funds reported $7.82B of Viatris stock for Q3 2022, down 16% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q3 2022 and 99 closed out, a net change of -12 holders.
  • The largest Viatris buyer in Q3 2022 was T. Rowe Price Associates, an estimated $266M added.
  • The largest Viatris seller in Q3 2022 was Wellington Management Group, an estimated $578M sold.

Based on aggregated 13F filings for Q3 2022.