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Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
751
Washington Trust Advisors
Massachusetts
$10.3K
NRG
752
Nemes Rush Group
Michigan
$10.2K -$3.04K -292 -22%
WB
753
Webster Bank
Connecticut
$10.2K
GIA
754
GHP Investment Advisors
Colorado
$10K +$9.11K +875 +440%
CAC
755
Core Alternative Capital
Georgia
$10K -$1.77K -170 -14%
ANBT
756
American National Bank & Trust
Texas
$9.99K +$10.5K +1,008 +20,160%
EWM
757
Evermay Wealth Management
Virginia
$9.93K
FCA
758
FinTrust Capital Advisors
South Carolina
$9.87K -$1.87K -180 -15%
FCMT
759
Founders Capital Management (Texas)
Texas
$9.86K
PB
760
Pinnacle Bancorp
Nebraska
$9.77K -$3.18K -305 -24%
GFPC
761
Global Financial Private Client
Florida
$9.57K
PWMG
762
Prestige Wealth Management Group
New Jersey
$9.26K -$10 -1 -0.1%
BAAM
763
Baker Avenue Asset Management
California
$9.14K +$916 +88 +10%
PMFA
764
Plante Moran Financial Advisors
Michigan
$8.96K -$12.2K -1,171 -56%
SL
765
Salomon & Ludwin
Virginia
$8.89K +$9.39K +902 New
CFFP
766
Center for Financial Planning
Michigan
$8.84K -$250 -24 -3%
FRA
767
Front Row Advisors
California
$8.78K
SWA
768
Sutton Wealth Advisors
Florida
$8.67K +$718 +69 +9%
BFPW
769
BOK Financial Private Wealth
Colorado
$8.52K +$1.27K +122 +16%
PK
770
Pflug Koory
Nebraska
$8.45K -$354 -34 -4%
M
771
MOTCO
Texas
$8.34K +$1.68K +161 +24%
MFT
772
Moisand Fitzgerald Tamayo
Florida
$8.25K +$187 +18 +2%
TFGT
773
TS Financial Group (TSFG)
Illinois
$8K +$396 +38 +5%
CA
774
Crewe Advisors
Utah
$7.8K
CTA
775
Colonial Trust Advisors
South Carolina
$7.77K +$52 +5 +0.6%

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.