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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
PK
776
Pflug Koory
Nebraska
$8.97K -$278 -29 -3%
SL
777
Salomon & Ludwin
Virginia
$8.89K
NECFA
778
New England Capital Financial Advisors
Connecticut
$8.61K +$77 +8 +1%
PP
779
Pingora Partners
Wyoming
$8.46K +$7.48K +781 New
PMFA
780
Plante Moran Financial Advisors
Michigan
$8.37K -$1.3K -136 -15%
FGA
781
Fortis Group Advisors
New Jersey
$8.23K +$3.64K +380 +100%
AWM
782
AllSquare Wealth Management
New York
$8.11K
OIA
783
Optimum Investment Advisors
Illinois
$8.1K -$2.97K -310 -29%
TFGT
784
TS Financial Group (TSFG)
Illinois
$8K -$335 -35 -4%
GKIM
785
GW&K Investment Management
Massachusetts
$8K +$776 +81 +12%
PA
786
PSI Advisors
Florida
$7.92K
BHWM
787
Beaird Harris Wealth Management
Texas
$7.79K +$10 +1 +0.1%
ACA
788
Atlas Capital Advisors
Wyoming
$7.6K
VWWMG
789
Vermillion & White Wealth Management Group
Pennsylvania
$7.48K +$6.62K +691 New
CB
790
Community Bank
New York
$7.29K
M
791
MOTCO
Texas
$7.05K -$1.87K -195 -23%
EWP
792
Elevation Wealth Partners
California
$7.04K
CAL
793
Capital Advisors Ltd
Ohio
$7K -$211 -22 -3%
CTA
794
Colonial Trust Advisors
South Carolina
$6.75K -$1.57K -164 -21%
TCG
795
Transcendent Capital Group
Oklahoma
$6.71K +$5.94K +620 New
TVAMP
796
Tennessee Valley Asset Management Partners
Tennessee
$6.56K +$5.8K +606 New
VCM
797
Versant Capital Management
Arizona
$6.48K +$852 +89 +17%
MA
798
MCF Advisors
Kentucky
$6.36K -$10 -1 -0.2%
TFM
799
TFC Financial Management
Massachusetts
$6.35K -$115 -12 -2%
MA
800
Montag & Associates
Georgia
$6.3K -$1.65K -172 -23%

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.