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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
NECFA
776
New England Capital Financial Advisors
Connecticut
$7.76K +$83 +8 +1%
CAS
777
Coppell Advisory Solutions
Texas
$7.66K -$10.3K -987 -59%
OSNBOA
778
Old Second National Bank of Aurora
Illinois
$7.52K
MA
779
Montag & Associates
Georgia
$7.43K -$1.29K -124 -14%
AWM
780
AllSquare Wealth Management
New York
$7.38K
PA
781
PSI Advisors
Florida
$7.21K +$52 +5 +0.7%
BHWM
782
Beaird Harris Wealth Management
Texas
$7.08K +$937 +90 +14%
EWP
783
Elevation Wealth Partners
California
$7.04K +$62 +6 +0.8%
CAL
784
Capital Advisors Ltd
Ohio
$7K -$2.43K -233 -26%
GKIM
785
GW&K Investment Management
Massachusetts
$7K +$1.02K +98 +17%
ACA
786
Atlas Capital Advisors
Wyoming
$6.92K
CB
787
Community Bank
New York
$6.63K
SSB
788
Sandy Spring Bank
Maryland
$6.42K -$13K -1,247 -66%
LWANC
789
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.16K -$843 -81 -11%
HGERS
790
Householder Group Estate & Retirement Specialist
Arizona
$6.02K +$6.35K +610 New
RMC
791
Resources Management Corp
Connecticut
$6K
TFM
792
TFC Financial Management
Massachusetts
$5.89K
QPBE
793
Quintet Private Bank (Europe)
Luxembourg
$5.81K -$31 -3 -0.5%
MA
794
MCF Advisors
Kentucky
$5.8K
CFGS
795
Concourse Financial Group Securities
Alabama
$5.62K +$1.91K +183 +47%
BSB
796
Bangor Savings Bank
Maine
$5.52K +$125 +12 +2%
WBC
797
West Branch Capital
Massachusetts
$5.5K
CT
798
Caldwell Trust
Florida
$5.32K -$250 -24 -4%
EARNEST Partners
799
EARNEST Partners
Georgia
$5.24K
AIC
800
Archer Investment Corporation
Indiana
$5.22K

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.