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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
726
NBC Securities
Alabama
$14K -$2.58K -269 -17%
CHA
727
Carmichael Hill & Associates
Maryland
$13.7K +$536 +56 +5%
BNP Paribas Financial Markets
728
BNP Paribas Financial Markets
France
$13.5K +$12K +1,249 New
SCM
729
Silvant Capital Management
Georgia
$13.4K
SIS
730
Strategic Investment Solutions
Illinois
$13.3K -$528K -55,096 -98%
SWA
731
SOA Wealth Advisors
New York
$13.1K -$38 -4 -0.3%
BC
732
Barrett & Company
Rhode Island
$12.8K -$230 -24 -2%
DIP
733
DT Investment Partners
Pennsylvania
$12.7K
GBT
734
Grove Bank & Trust
Florida
$12.7K -$201 -21 -2%
CB
735
Centennial Bank
Arkansas
$12.6K
PBK
736
Peoples Bank (Kansas)
Kansas
$12.6K -$1.33K -139 -11%
RAM
737
Ramirez Asset Management
New York
$12.4K
AF
738
Arrow Financial
New York
$12.2K
PGAM
739
Princeton Global Asset Management
New Jersey
$12K +$6.63K +692 +166%
ADL
740
Asset Dedication LLC
California
$12K -$201 -21 -1%
AAG
741
Armstrong Advisory Group
Massachusetts
$11.9K -$13K -1,360 -55%
GWSG
742
GPS Wealth Strategies Group
Colorado
$11.8K -$1.61K -168 -13%
ME
743
McIlrath & Eck
Washington
$11.8K
GIA
744
GHP Investment Advisors
Colorado
$11.8K +$124 +13 +1%
PCMC
745
Planning Capital Management Corporation
Pennsylvania
$11.7K +$10.3K +1,080 New
Optiver Holding
746
Optiver Holding
Netherlands
$11.7K +$10.3K +1,078 New
NB
747
NBT Bank
New York
$11.6K +$10.3K +1,075 New
ETC
748
Exchange Traded Concepts
Oklahoma
$11.6K +$10.3K +1,075 New
BCMLT
749
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K -$96 -10 -0.8%
RL
750
Rogco LP
Oklahoma
$11.5K +$115 +12 +1%

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.