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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
BSB
801
Bangor Savings Bank
Maine
$6.07K
RMC
802
Resources Management Corp
Connecticut
$6K
AAMU
803
AEGON Asset Management (UK)
United Kingdom
$6K +$5.08K +531 New
CWM
804
Cranbrook Wealth Management
Michigan
$5.87K +$326 +34 +7%
AIC
805
Archer Investment Corporation
Indiana
$5.73K
CT
806
Caldwell Trust
Florida
$5.5K -$297 -31 -6%
CFD
807
Creative Financial Designs
Indiana
$5.49K +$239 +25 +5%
BL
808
BFSG LLC
California
$5.42K +$4.79K +500 New
LFA
809
Livelsberger Financial Advisory
Ohio
$5.4K +$4.78K +499 New
WIM
810
Westside Investment Management
California
$5.38K
CAM
811
Cacti Asset Management
Georgia
$5.34K -$18.8K -1,965 -80%
TPCW
812
TD Private Client Wealth
New York
$5.3K -$10.8K -1,131 -70%
FWA
813
FSC Wealth Advisors
New York
$5.06K
CSWM
814
Cassady Schiller Wealth Management
Ohio
$5.06K
HGERS
815
Householder Group Estate & Retirement Specialist
Arizona
$5K -$728 -76 -12%
TWM
816
Tradition Wealth Management
Minnesota
$5K -$546 -57 -11%
SAM
817
Shell Asset Management
Netherlands
$5K
MFA
818
McClarren Financial Advisors
Pennsylvania
$5K +$67 +7 +2%
AA
819
AlphaMark Advisors
Kentucky
$5K +$4.38K +457 New
PWMG
820
Private Wealth Management Group
New Jersey
$4.95K +$4.38K +457 New
LF
821
Lee Financial
Texas
$4.73K -$393 -41 -9%
IGWM
822
ICA Group Wealth Management
Colorado
$4.59K +$4.06K +424 New
LWANC
823
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.51K -$2K -209 -33%
PFPT
824
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.29K
CTB
825
Country Trust Bank
Illinois
$4.09K -$1.43K -149 -28%

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.