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Viatris

980 hedge funds and large institutions have $7.82B invested in Viatris in 2022 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 330 increasing their positions, 375 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $92.1M | Put options by funds: $72M

1.76% more ownership

Funds ownership: 74.04%75.8% (+1.8%)

3% less funds holding

Funds holding: 1,010980 (-30)

12% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 99

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

16% less capital invested

Capital invested by funds: $9.34B → $7.82B (-$1.51B)

Holders
980
Holders Change
-30
Holders Change %
-2.97%
% of All Funds
16.88%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
87
Increased
330
Reduced
375
Closed
99
Calls
$92.1M
Puts
$72M
Net Calls
+$20M
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
801
Copeland Capital Management
Pennsylvania
$5K
CTB
802
Country Trust Bank
Illinois
$5K
EARNEST Partners
803
EARNEST Partners
Georgia
$5K
RDFA
804
Ritter Daniher Financial Advisory
Ohio
$5K
TF
805
TimeScale Financial
Massachusetts
$5K +$69 +7 +1%
TWM
806
Tradition Wealth Management
Minnesota
$5K +$404 +41 +8%
FFC
807
First Financial Corp
Indiana
$5K +$3.3K +335 +181%
ACM
808
AUA Capital Management
Pennsylvania
$4K -$1.49K -151 -23%
CFD
809
Creative Financial Designs
Indiana
$4K -$59 -6 -1%
CWM
810
Cranbrook Wealth Management
Michigan
$4K
JEST
811
JTC Employer Solutions Trustee
Jersey
$4K
PGAM
812
Princeton Global Asset Management
New Jersey
$4K
SAM
813
Shell Asset Management
Netherlands
$4K
CWM
814
CarsonAllaria Wealth Management
Illinois
$4K +$39 +4 +0.9%
AWM
815
Accel Wealth Management
Iowa
$4K +$49 +5 +1%
BC
816
Burleson & Co
California
$4K +$236 +24 +6%
AA
817
Addison Advisors
Vermont
$4K +$856 +87 +23%
CFO
818
CVA Family Office
Colorado
$4K +$2.23K +226 +94%
MFA
819
McClarren Financial Advisors
Pennsylvania
$4K +$4.65K +472 New
Lazard Asset Management
820
Lazard Asset Management
New York
$4K +$5.68K +577 New
AIC
821
Archer Investment Corporation
Indiana
$3.13K -$347K -35,232 -99%
DCM
822
Dupont Capital Management
Delaware
$3K -$897K -91,114 -100%
CWM
823
Castle Wealth Management
Florida
$3K -$5.3K -539 -59%
CP
824
Castleview Partners
Texas
$3K -$3.63K -369 -53%
MAWCM
825
Mine & Arao Wealth Creation & Management
California
$3K -$2.46K -250 -38%

VTRS Hedge Fund Activity: Q3 2022 in Review

980 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2022, worth a combined $7.82B — down 16% from $9.34B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of VTRS and 87 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 330 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was Wellington Management Group, exiting entirely with an estimated $578M sold.

  • 980 institutional investors held Viatris (VTRS) as of Q3 2022, down from 1,010 in Q2 2022.
  • Funds reported $7.82B of Viatris stock for Q3 2022, down 16% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q3 2022 and 99 closed out, a net change of -12 holders.
  • The largest Viatris buyer in Q3 2022 was T. Rowe Price Associates, an estimated $266M added.
  • The largest Viatris seller in Q3 2022 was Wellington Management Group, an estimated $578M sold.

Based on aggregated 13F filings for Q3 2022.