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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
851
Annapolis Financial Services
Maryland
$3.14K
DF
852
Dunhill Financial
United Kingdom
$3.09K +$2.73K +285 New
AW
853
Avion Wealth
Texas
$3K -$1.08K -113 -31%
Lazard Asset Management
854
Lazard Asset Management
New York
$3K +$536 +56 +24%
SAM
855
Smartleaf Asset Management
Massachusetts
$2.96K +$2.57K +268 New
DEM
856
Disciplined Equity Management
Florida
$2.95K +$2.6K +272 New
FFA
857
Frazier Financial Advisors
Ohio
$2.88K +$2.55K +266 New
CIA
858
Cape Investment Advisory
Georgia
$2.83K -$814 -85 -24%
TIM
859
Tortoise Investment Management
New York
$2.79K
FMII
860
Farmers & Merchants Investments Inc
Nebraska
$2.78K +$249 +26 +11%
PP
861
PFS Partners
New Jersey
$2.78K +$718 +75 +41%
HWA
862
Heritage Wealth Advisors
Virginia
$2.75K
SC
863
Stephens Consulting
Michigan
$2.74K -$1.19K -124 -33%
AssetMark Inc
864
AssetMark Inc
California
$2.74K +$1.12K +117 +86%
CYG
865
Clean Yield Group
Vermont
$2.71K -$2.54K -265 -51%
LA
866
LM Advisors
California
$2.71K +$2.39K +250 New
MSG
867
Main Street Group
Virginia
$2.71K +$2.39K +250 New
CIR
868
Clear Investment Research
Georgia
$2.69K
GGI
869
Godsey & Gibb Inc
Virginia
$2.52K +$10 +1 +0.4%
GWMI
870
Guardian Wealth Management (Illinois)
Illinois
$2.49K +$1.94K +203 +752%
IBOK
871
Independence Bank of Kentucky
Kentucky
$2.48K
RIM
872
Rockbridge Investment Management
New York
$2.48K +$2.19K +229 New
BWL
873
Bogart Wealth LLC
Virginia
$2.4K -$565 -59 -21%
LTI
874
Laffer Tengler Investments
Tennessee
$2.37K
PA
875
Pineridge Advisors
Missouri
$2.24K +$1.98K +207 New

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.