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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
801
Wetzel Investment Advisors
Indiana
$7.13K -$3.56K -296 -32%
RMC
802
Resources Management Corp
Connecticut
$7K
MA
803
Montag & Associates
Georgia
$6.95K
VCM
804
Versant Capital Management
Arizona
$6.94K -$205 -17 -3%
SSB
805
Sandy Spring Bank
Maryland
$6.52K -$3.65K -303 -36%
CWM
806
Cranbrook Wealth Management
Michigan
$6.47K
WIM
807
Westside Investment Management
California
$6.47K +$542 +45 +9%
DF
808
DecisionPoint Financial
Arizona
$6.45K +$4.82K +400 +255%
AIC
809
Archer Investment Corporation
Indiana
$6.32K
CTA
810
Colonial Trust Advisors
South Carolina
$6.19K -$1.26K -105 -17%
GI
811
Gradient Investments
Minnesota
$6.15K -$20.9K -1,736 -77%
AAMU
812
AEGON Asset Management (UK)
United Kingdom
$6K
MFA
813
McClarren Financial Advisors
Pennsylvania
$6K +$60 +5 +1%
MA
814
MCF Advisors
Kentucky
$5.99K -$1.02K -85 -14%
BL
815
BFSG LLC
California
$5.97K
FIM
816
Fernwood Investment Management
Massachusetts
$5.92K +$5.97K +496 New
TFM
817
TFC Financial Management
Massachusetts
$5.9K -$1.11K -92 -16%
LF
818
LifeSteps Financial
California
$5.8K +$5.85K +486 New
FWA
819
FSC Wealth Advisors
New York
$5.58K
BP
820
BNP Paribas
France
$5.49K +$5.54K +460 New
PWMG
821
Private Wealth Management Group
New Jersey
$5.46K
IGWM
822
ICA Group Wealth Management
Colorado
$5.07K
PP
823
PrairieView Partners
Minnesota
$5K -$96 -8 -2%
AA
824
AlphaMark Advisors
Kentucky
$5K
JEST
825
JTC Employer Solutions Trustee
Jersey
$5K

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.