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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
PSB
851
Piscataqua Savings Bank
New Hampshire
$3.58K
BWA
852
BDO Wealth Advisors
Florida
$3.58K -$387 -37 -10%
MLA
853
MB, Levis & Associates
Pennsylvania
$3.48K +$3.26K +312 New
HWMA
854
Heritage Wealth Management (Arizona)
Arizona
$3.45K +$1.45K +139 +81%
GIA
855
Goodwin Investment Advisory
Georgia
$3.43K
LSA
856
Lansing Street Advisors
Pennsylvania
$3.42K +$3.21K +307 New
HFM
857
Hartford Financial Management
Connecticut
$3.31K
AFS
858
Annapolis Financial Services
Maryland
$3.29K -$324 -31 -9%
BFPW
859
BOK Financial Private Wealth
Colorado
$3.23K -$15.6K -1,497 -84%
TCWA
860
Ten Capital Wealth Advisors
Washington
$3.22K +$523 +50 +21%
CFGS
861
Concourse Financial Group Securities
Alabama
$3.2K +$1.31K +125 +77%
SC
862
Schubert & Co
Texas
$3.04K -$188 -18 -6%
IBOK
863
Independence Bank of Kentucky
Kentucky
$3K -$439 -42 -15%
Bank Julius Baer & Co
864
Bank Julius Baer & Co
Switzerland
$3K +$31 +3 +1%
CIR
865
Clear Investment Research
Georgia
$3K +$512 +49 +20%
HNWAG
866
High Net Worth Advisory Group
Florida
$2.96K
CFO
867
CVA Family Office
Colorado
$2.77K -$2.27K -217 -47%
DI
868
Disciplined Investments
Oklahoma
$2.73K -$178 -17 -6%
GIA
869
GHP Investment Advisors
Colorado
$2.72K -$94 -9 -4%
R
870
Rebalance
California
$2.72K +$2.55K +244 New
EE
871
EWG Elevate
California
$2.61K +$2.46K +235 New
CBT
872
CoreFirst Bank & Trust
Kansas
$2.58K +$878 +84 +57%
MRCM
873
M&R Capital Management
New Jersey
$2.55K
BA
874
Bellwether Advisors
Nebraska
$2.52K
LTI
875
Laffer Tengler Investments
Tennessee
$2.44K -$42 -4 -2%

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.