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Viatris

960 hedge funds and large institutions have $9.27B invested in Viatris in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 364 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $43.2M

0.54% more ownership

Funds ownership: 77.86%78.4% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0% less capital invested

Capital invested by funds: $9.32B → $9.27B (-$44M)

9% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 364

3% less funds holding

Funds holding: 986960 (-26)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
15.24%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
75
Increased
331
Reduced
364
Closed
84
Calls
$78.4M
Puts
$43.2M
Net Calls
+$35.2M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
851
Kelly Financial Services
Massachusetts
$2.02K +$10 +1 +0.5%
CFS
852
CGC Financial Services
Oregon
$2.02K
Lazard Asset Management
853
Lazard Asset Management
New York
$2K
PVH
854
Psagot Value Holdings
Israel
$2K
CA
855
Centerpoint Advisors
Massachusetts
$2K +$812 +78 +50%
OAJ
856
Ogorek Anthony Joseph
New York
$2K +$2.32K +223 New
RFG
857
RFP Financial Group
Georgia
$1.89K -$10.4K -1,000 -84%
CCM
858
Copeland Capital Management
Pennsylvania
$1.82K
PP
859
PFS Partners
New Jersey
$1.79K +$10 +1 +0.6%
ITIM
860
Indiana Trust & Investment Management
Indiana
$1.66K +$1.75K +168 New
Legacy Financial Group (Iowa)
861
Legacy Financial Group (Iowa)
Iowa
$1.65K +$1.74K +167 New
FFC
862
First Financial Corp
Indiana
$1.65K -$968 -93 -36%
SFA
863
Semmax Financial Advisors
North Carolina
$1.6K +$1.86K +179 New
KHC
864
Koesten Hirschmann & Crabtree
Kansas
$1.57K +$21 +2 +1%
DF
865
DecisionPoint Financial
Arizona
$1.55K
T2I
866
Turim 21 Investimentos
Brazil
$1.5K
GIS
867
Grayhawk Investment Strategies
Alberta, Canada
$1.46K
DWA
868
Delos Wealth Advisors
Texas
$1.42K
FMB
869
Field & Main Bank
Kentucky
$1.39K
MAWCM
870
Mine & Arao Wealth Creation & Management
California
$1.39K +$10 +1 +0.7%
AssetMark Inc
871
AssetMark Inc
California
$1.34K +$354 +34 +33%
APC
872
Aspire Private Capital
North Carolina
$1.32K
NSG
873
Nalls Sherbakoff Group
Tennessee
$1.28K
PCA
874
Providence Capital Advisors
North Carolina
$1.25K
AWM
875
Activest Wealth Management
Florida
$1.24K +$1.31K +126 New

VTRS Hedge Fund Activity: Q3 2023 in Review

960 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2023, worth a combined $9.27B — down 0.47% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of VTRS and 75 opened new positions — a net loss of 9 holders — while 364 trimmed existing stakes and 331 added.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $53.9M sold.

  • 960 institutional investors held Viatris (VTRS) as of Q3 2023, down from 986 in Q2 2023.
  • Funds reported $9.27B of Viatris stock for Q3 2023, down 0.47% quarter-over-quarter.
  • 75 funds opened new Viatris positions in Q3 2023 and 84 closed out, a net change of -9 holders.
  • The largest Viatris buyer in Q3 2023 was Ameriprise, an estimated $104M added.
  • The largest Viatris seller in Q3 2023 was Laurion Capital Management, an estimated $53.9M sold.

Based on aggregated 13F filings for Q3 2023.