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Viatris

1,000 hedge funds and large institutions have $11.1B invested in Viatris in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 347 increasing their positions, 359 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 71

16% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $32.8M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $10.4B → $11.1B (+$683M)

1% more funds holding

Funds holding: 9951,000 (+5)

3% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 359

2.16% less ownership

Funds ownership: 82.12%79.96% (-2.2%)

Holders
1,000
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
87
Increased
347
Reduced
359
Closed
71
Calls
$38.1M
Puts
$32.8M
Net Calls
+$5.32M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
826
Quintet Private Bank (Europe)
Luxembourg
$4.64K -$415 -36 -8%
CWM
827
CarsonAllaria Wealth Management
Illinois
$4.62K +$69 +6 +2%
DJSG
828
D.J. St. Germain
Massachusetts
$4.56K -$48.7K -4,218 -91%
GWP
829
Gen-Wealth Partners
Michigan
$4.54K +$473 +41 +12%
BGA
830
Battery Global Advisors
Massachusetts
$4.48K +$4.45K +386 New
FGA
831
Fortis Group Advisors
New Jersey
$4.41K
AGWCA
832
Annis Gardner Whiting Capital Advisors
Florida
$4.29K -$785 -68 -16%
BHWM
833
Beaird Harris Wealth Management
Texas
$4.03K -$4.32K -374 -52%
PP
834
PrairieView Partners
Minnesota
$4K
IAIM
835
International Assets Investment Management
Florida
$3.95K +$482K +41,764 +1,026%
DWM
836
Darwin Wealth Management
Florida
$3.89K +$3.87K +335 New
APC
837
Aspire Private Capital
North Carolina
$3.88K
FWM
838
FSA Wealth Management
Massachusetts
$3.87K +$3.84K +333 New
MLA
839
MB, Levis & Associates
Pennsylvania
$3.74K +$12 +1 +0.3%
PSB
840
Piscataqua Savings Bank
New Hampshire
$3.73K
LWANC
841
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.65K +$369 +32 +11%
FG
842
Fairman Group
Pennsylvania
$3.53K
NFA
843
Northwest Financial Advisors
Virginia
$3.51K +$3.48K +302 New
SC
844
Stephens Consulting
Michigan
$3.51K
HFM
845
Hartford Financial Management
Connecticut
$3.45K
WBC
846
West Branch Capital
Massachusetts
$3.4K
CA
847
Continuum Advisory
Idaho
$3.35K +$427 +37 +16%
CT
848
Caldwell Trust
Florida
$3.25K -$2.86K -248 -47%
EBA
849
Eagle Bay Advisors
New York
$3.23K -$323 -28 -9%
JIP
850
Jaffetilchin Investment Partners
Florida
$3.17K +$3.15K +273 New

VTRS Hedge Fund Activity: Q3 2024 in Review

1,000 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2024, worth a combined $11.1B — up 6.6% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VTRS positions and 71 closed out — a net gain of 16 holders — while 347 added to existing stakes and 359 trimmed.

The largest buyer was Millennium Management, adding an estimated $62.3M. The largest seller was Pacer Advisors, cutting an estimated $441M.

  • 1,000 institutional investors held Viatris (VTRS) as of Q3 2024, up from 995 in Q2 2024.
  • Funds reported $11.1B of Viatris stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q3 2024 and 71 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q3 2024 was Millennium Management, an estimated $62.3M added.
  • The largest Viatris seller in Q3 2024 was Pacer Advisors, an estimated $441M sold.

Based on aggregated 13F filings for Q3 2024.