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Viatris
VTRS

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: 14 → 14 (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: 986 → 960 (-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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$104M
2
Invesco
Invesco
Georgia
+$61.8M
3
Amundi
Amundi
France
+$41.3M
4
DM
Deerfield Management
New York
+$22.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$17.9M

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$53.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$31.7M
3
SPC
Slate Path Capital
New York
-$29.9M
4
Millennium Management
Millennium Management
New York
-$28.3M
5
CCM
Camber Capital Management
Massachusetts
-$26M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
801
Atwood & Palmer
Missouri
$5.2K – – –
CTB
802
Country Trust Bank
Illinois
$5.2K +$1.14K +109 +26%
VCM
803
Versant Capital Management
Arizona
$5.02K -$406 -39 -7%
CWM
804
Cranbrook Wealth Management
Michigan
$5.01K – – –
TWM
805
Tradition Wealth Management
Minnesota
$5K +$52 +5 +1%
SFG
806
Steward Financial Group
Texas
$5K +$5.57K +535 New
CYG
807
Clean Yield Group
Vermont
$4.99K – – –
WIM
808
Westside Investment Management
California
$4.9K – – –
CFD
809
Creative Financial Designs
Indiana
$4.75K +$31 +3 +0.6%
LF
810
Lee Financial
Texas
$4.71K – – –
RTL
811
Red Tortoise LLC
Georgia
$4.62K – – –
FWA
812
FSC Wealth Advisors
New York
$4.61K – – –
CSWM
813
Cassady Schiller Wealth Management
Ohio
$4.61K – – –
AAP
814
Arax Advisory Partners
Colorado
$4.19K +$42 +4 +1%
CWM
815
CarsonAllaria Wealth Management
Illinois
$4.16K – – –
PGAM
816
Princeton Global Asset Management
New Jersey
$4.11K – – –
PP
817
Pacifica Partners
Canada
$4.04K +$2.26K +217 +109%
MFA
818
McClarren Financial Advisors
Pennsylvania
$4K -$989 -95 -18%
DAC
819
Dividend Assets Capital
South Carolina
$4K – – –
JEST
820
JTC Employer Solutions Trustee
Jersey
$4K – – –
SAM
821
Shell Asset Management
Netherlands
$4K – – –
AA
822
Ancora Advisors
Ohio
$3.98K +$10 +1 +0.2%
PFPT
823
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.95K – – –
AGWCA
824
Annis Gardner Whiting Capital Advisors
Florida
$3.92K +$4.14K +398 New
FGA
825
Fortis Group Advisors
New Jersey
$3.75K +$3.96K +380 New
31 32
33
34 35

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.