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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
SAM
826
Shell Asset Management
Netherlands
$5K
CAL
827
Capital Analysts LLC
Pennsylvania
$5K +$48 +4 +1%
CWM
828
CarsonAllaria Wealth Management
Illinois
$4.75K +$590 +49 +14%
QPBE
829
Quintet Private Bank (Europe)
Luxembourg
$4.75K +$2.96K +246 +248%
PFPT
830
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.73K
AGWCA
831
Annis Gardner Whiting Capital Advisors
Florida
$4.71K +$976 +81 +26%
BWP
832
Baldwin Wealth Partners
Massachusetts
$4.57K -$16.8K -1,398 -78%
SAM
833
Smartleaf Asset Management
Massachusetts
$4.57K +$1.42K +118 +44%
FGA
834
Fortis Group Advisors
New Jersey
$4.54K -$4.58K -380 -50%
HGERS
835
Householder Group Estate & Retirement Specialist
Arizona
$4.52K -$1.88K -156 -29%
CTB
836
Country Trust Bank
Illinois
$4.51K
MSG
837
Main Street Group
Virginia
$4.38K +$1.4K +116 +46%
FWM
838
FSA Wealth Management
Massachusetts
$4.27K
NCTC
839
New Covenant Trust Company
Indiana
$4.21K +$4.25K +353 New
AP
840
Atwood & Palmer
Missouri
$4.2K
CIAS
841
CBIZ Investment Advisory Services
Ohio
$4.2K +$4.24K +352 New
APC
842
Aspire Private Capital
North Carolina
$4.11K +$120 +10 +3%
GWP
843
Gen-Wealth Partners
Michigan
$4.09K +$4.13K +343 New
GWSA
844
Global Wealth Strategies & Associates
Colorado
$4K
SA
845
Scarborough Advisors
Maryland
$3.93K -$132 -11 -3%
PSB
846
Piscataqua Savings Bank
New Hampshire
$3.84K
SAG
847
Spotlight Asset Group
Illinois
$3.82K
WWP
848
WR Wealth Planners
Missouri
$3.81K +$3.85K +320 New
MLA
849
MB, Levis & Associates
Pennsylvania
$3.81K +$12 +1 +0.3%
RS
850
Rakuten Securities
Japan
$3.81K -$15.7K -1,300 -80%

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.