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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
WB
751
Webster Bank
Connecticut
$11.2K
CAC
752
Core Alternative Capital
Georgia
$11K
NRG
753
Nemes Rush Group
Michigan
$10.9K -$278 -29 -3%
PB
754
Pinnacle Bancorp
Nebraska
$10.9K +$153 +16 +2%
FCMT
755
Founders Capital Management (Texas)
Texas
$10.8K
EWM
756
Evermay Wealth Management
Virginia
$10.7K -$192 -20 -2%
FCA
757
FinTrust Capital Advisors
South Carolina
$10.4K -$354 -37 -4%
CT
758
Colonial Trust
South Carolina
$10.2K -$2.03K -212 -18%
GFPC
759
Global Financial Private Client
Florida
$10.1K -$182 -19 -2%
HI
760
Hoey Investments
Pennsylvania
$10.1K -$1.4K -146 -14%
WIA
761
Wetzel Investment Advisors
Indiana
$10K +$8.97K +937 New
AWM
762
Avior Wealth Management
Nebraska
$9.93K -$8.26K -863 -48%
W
763
WealthCollab
Washington
$9.74K +$8.61K +899 New
CFGS
764
Concourse Financial Group Securities
Alabama
$9.73K +$3.14K +328 +58%
PWMG
765
Prestige Wealth Management Group
New Jersey
$9.72K -$402 -42 -4%
CFFP
766
Center for Financial Planning
Michigan
$9.71K
FFO
767
Fortitude Family Office
Arizona
$9.49K +$8.39K +876 New
BFPW
768
BOK Financial Private Wealth
Colorado
$9.36K
MCM
769
MV Capital Management
Maryland
$9.27K -$3.39K -354 -29%
WTA
770
Washington Trust Advisors
Massachusetts
$9.27K -$1.78K -186 -18%
BC
771
Broadwater Capital
Massachusetts
$9.26K +$8.19K +855 New
CA
772
Crewe Advisors
Utah
$9.21K +$565 +59 +7%
SSB
773
Sandy Spring Bank
Maryland
$9.2K +$1.9K +198 +30%
MMG
774
Monetary Management Group
Missouri
$9.06K +$8.02K +837 New
MFT
775
Moisand Fitzgerald Tamayo
Florida
$8.97K -$86 -9 -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.