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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
801
Blue Bell Private Wealth Management
Pennsylvania
$7.65K +$272 +26 +4%
BHWM
802
Beaird Harris Wealth Management
Texas
$7.54K +$282 +27 +4%
MWM
803
Mascoma Wealth Management
New Hampshire
$7.5K -$836 -80 -11%
SSB
804
Sandy Spring Bank
Maryland
$7.24K
CCM
805
Copeland Capital Management
Pennsylvania
$7K
CT
806
Caldwell Trust
Florida
$6.66K
MA
807
MCF Advisors
Kentucky
$6.54K -$334 -32 -5%
SN
808
Sittner & Nelson
Oregon
$6.51K -$94 -9 -2%
CB
809
Community Bank
New York
$6.51K +$3.92K +375 +179%
WBC
810
West Branch Capital
Massachusetts
$6.46K -$282 -27 -4%
CT
811
Clearstead Trust
Maine
$6K -$3.06K -293 -36%
AA
812
Ancora Advisors
Ohio
$6K -$1.12K -107 -16%
BSB
813
Bangor Savings Bank
Maine
$6K -$1.02K -98 -15%
TWM
814
Tradition Wealth Management
Minnesota
$6K -$73 -7 -1%
AAMU
815
AEGON Asset Management (UK)
United Kingdom
$6K
PP
816
PrairieView Partners
Minnesota
$6K
RMC
817
Resources Management Corp
Connecticut
$6K
EARNEST Partners
818
EARNEST Partners
Georgia
$5.91K
CWM
819
Cranbrook Wealth Management
Michigan
$5.79K -$63 -6 -1%
CTB
820
Country Trust Bank
Illinois
$5.65K -$1.03K -99 -16%
ACM
821
AUA Capital Management
Pennsylvania
$5.49K
AIC
822
Archer Investment Corporation
Indiana
$5.37K +$1.19K +114 +31%
CFD
823
Creative Financial Designs
Indiana
$5.26K -$418 -40 -8%
HCM
824
Hollencrest Capital Management
California
$5.23K +$4.91K +470 New
RTL
825
Red Tortoise LLC
Georgia
$5.22K +$4.9K +469 New

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.