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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
CSWM
826
Cassady Schiller Wealth Management
Ohio
$5.2K +$4.88K +467 New
AA
827
AlphaMark Advisors
Kentucky
$5K -$1.05K -101 -18%
PGAM
828
Princeton Global Asset Management
New Jersey
$5K -$219 -21 -4%
CWM
829
CarsonAllaria Wealth Management
Illinois
$5K -$209 -20 -5%
SAM
830
Shell Asset Management
Netherlands
$5K
MFA
831
McClarren Financial Advisors
Pennsylvania
$5K +$523 +50 +11%
LAM
832
Lakewood Asset Management
Illinois
$5K +$5.08K +486 New
TF
833
TimeScale Financial
Massachusetts
$4.9K
VCM
834
Versant Capital Management
Arizona
$4.89K -$12.6K -1,201 -73%
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$4.89K -$4.44K -425 -49%
BC
836
Burleson & Co
California
$4.77K
FFC
837
First Financial Corp
Indiana
$4.76K -$961 -92 -18%
AAP
838
Arax Advisory Partners
Colorado
$4.62K -$69.5K -6,652 -94%
MS
839
Madden Securities
Texas
$4.42K +$4.15K +397 New
AP
840
Atwood & Palmer
Missouri
$4.22K
FWA
841
FSC Wealth Advisors
New York
$4.13K
CSC
842
Caldwell Sutter Capital
California
$4.05K +$3.8K +364 New
FCG
843
Financial Connections Group
California
$4K
JEST
844
JTC Employer Solutions Trustee
Jersey
$4K
CP
845
Castleview Partners
Texas
$3.98K +$282 +27 +8%
RWMH
846
Riverpoint Wealth Management Holdings
Illinois
$3.77K +$3.53K +338 New
GWSA
847
Global Wealth Strategies & Associates
Colorado
$3.73K +$3.5K +335 New
GGI
848
Godsey & Gibb Inc
Virginia
$3.69K +$3.47K +332 New
TIM
849
Tortoise Investment Management
New York
$3.69K +$167 +16 +5%
BWL
850
Bogart Wealth LLC
Virginia
$3.61K -$21.9K -2,098 -87%

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.