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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
TIM
826
Tortoise Investment Management
New York
$3K -$148 -15 -5%
AP
827
Atwood & Palmer
Missouri
$3K
FCG
828
Financial Connections Group
California
$3K
HFM
829
Hartford Financial Management
Connecticut
$3K
PCFFS
830
Pacific Center for Financial Services
California
$3K
AFS
831
Annapolis Financial Services
Maryland
$3K +$305 +31 +10%
BWA
832
BDO Wealth Advisors
Florida
$3K +$354 +36 +11%
CCA
833
Column Capital Advisors
Indiana
$3K +$906 +92 +44%
FWA
834
FSC Wealth Advisors
New York
$3K +$1.61K +164 +79%
GIA
835
Goodwin Investment Advisory
Georgia
$3K +$3.03K +308 New
CIAS
836
CFS Investment Advisory Services
New Jersey
$3K +$228K +23,166 New
KFS
837
Kelly Financial Services
Massachusetts
$2.17K -$1.51K -153 -38%
Loomis, Sayles & Company
838
Loomis, Sayles & Company
Massachusetts
$2K -$128K -12,998 -98%
CB
839
Community Bank
New York
$2K -$18.9K -1,923 -90%
Bank Julius Baer & Co
840
Bank Julius Baer & Co
Switzerland
$2K -$9.3K -945 -78%
JFGIW
841
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$4.26K -433 -68%
HNWAG
842
High Net Worth Advisory Group
Florida
$2K -$3.28K -333 -56%
SC
843
Schubert & Co
Texas
$2K -$817 -83 -22%
DI
844
Disciplined Investments
Oklahoma
$2K -$177 -18 -6%
ARMC
845
American Research & Management Company
Massachusetts
$2K -$128 -13 -4%
1832 Asset Management
846
1832 Asset Management
Ontario, Canada
$2K -$118 -12 -5%
SFA
847
Semmax Financial Advisors
North Carolina
$2K -$49 -5 -3%
BCM
848
Blume Capital Management
California
$2K
CIR
849
Clear Investment Research
Georgia
$2K
DTIM
850
Danda Trouve Investment Management
Kansas
$2K

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.