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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
751
LRI Investments
Florida
$13K +$13.1K +1,089 New
PCMC
752
Planning Capital Management Corporation
Pennsylvania
$13K +$60 +5 +0.5%
DIP
753
DT Investment Partners
Pennsylvania
$12.9K
ME
754
McIlrath & Eck
Washington
$12.8K -$181 -15 -1%
RL
755
Rogco LP
Oklahoma
$12.7K
GWSG
756
GPS Wealth Strategies Group
Colorado
$12.7K -$337 -28 -3%
SL
757
Salomon & Ludwin
Virginia
$12.4K +$1.61K +134 +15%
WB
758
Webster Bank
Connecticut
$12.3K
NB
759
NBT Bank
New York
$12.3K -$566 -47 -4%
MCM
760
MV Capital Management
Maryland
$12.2K +$1.98K +164 +19%
ADL
761
Asset Dedication LLC
California
$12K -$205 -17 -1%
FCMT
762
Founders Capital Management (Texas)
Texas
$11.9K
AAG
763
Armstrong Advisory Group
Massachusetts
$11.9K
FCA
764
FinTrust Capital Advisors
South Carolina
$11.3K -$169 -14 -1%
GJWM
765
Gilliland Jeter Wealth Management
Arkansas
$11.2K +$11.3K +941 New
GFPC
766
Global Financial Private Client
Florida
$11.1K
BCMLT
767
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.1K -$3K -249 -21%
CFFP
768
Center for Financial Planning
Michigan
$11.1K +$349 +29 +3%
CAC
769
Core Alternative Capital
Georgia
$11K -$1.11K -92 -9%
CFGS
770
Concourse Financial Group Securities
Alabama
$10.7K +$12 +1 +0.1%
PWMG
771
Prestige Wealth Management Group
New Jersey
$10.7K
CT
772
Colonial Trust
South Carolina
$10.6K -$626 -52 -6%
FRA
773
Front Row Advisors
California
$10.6K +$10.6K +880 +8,000%
FFO
774
Fortitude Family Office
Arizona
$10.5K
BFPW
775
BOK Financial Private Wealth
Colorado
$10.3K

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.