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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Accurate Wealth Management
Florida
$13.4K +$11.8K +1,130 New
RFG
752
RFP Financial Group
Georgia
$13.3K +$12.5K +1,192 New
FCA
753
FinTrust Capital Advisors
South Carolina
$13.1K -$324 -31 -3%
ADL
754
Asset Dedication LLC
California
$13K +$596 +57 +3%
SWA
755
SOA Wealth Advisors
New York
$13K -$836 -80 -6%
CSPAM
756
Cary Street Partners Asset Management
Virginia
$13K
CA
757
Crewe Advisors
Utah
$12.9K -$1.84K -176 -13%
CFFP
758
Center for Financial Planning
Michigan
$12.9K -$2.8K -268 -19%
HWA
759
Heritage Wealth Advisors
Virginia
$12.8K
BWM
760
BerganKDV Wealth Management
Minnesota
$12.8K -$1.69K -162 -12%
DCP
761
Distillate Capital Partners
Illinois
$12.7K +$11.9K +1,140 New
NIC
762
Northwest Investment Counselors
Oregon
$12.7K -$899 -86 -7%
ME
763
McIlrath & Eck
Washington
$12.6K
OIA
764
Optimum Investment Advisors
Illinois
$12.5K -$690 -66 -6%
MHR
765
Matthew Hamilton Rosenberg
$12.3K
TFM
766
TFC Financial Management
Massachusetts
$12.3K -$84 -8 -0.7%
AWM
767
Avior Wealth Management
Nebraska
$12K -$940 -90 -8%
AF
768
Arrow Financial
New York
$12K
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$12K +$3.93K +376 +53%
BCFD
770
Boit C.F. David
$11.5K
MCM
771
MV Capital Management
Maryland
$11.5K -$4K -383 -27%
CHA
772
Carmichael Hill & Associates
Maryland
$11.2K +$10 +1 +0.1%
CTA
773
Colonial Trust Advisors
South Carolina
$11.1K +$10.4K +997 New
GFPC
774
Global Financial Private Client
Florida
$11.1K
DAC
775
Dividend Assets Capital
South Carolina
$11K -$10.2K -978 -50%

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.