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Viatris
VTRS

Overview Fund Activity

1,000 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
14.5%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
102
Increased
310
Reduced
408
Closed
94
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$691M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$315M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$103M
4
TSW
Thompson Siegel & Walmsley
Virginia
$44.8M
5
National Pension Service
National Pension Service
South Korea
$42.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$171M
2
DSA
Davis Selected Advisers
Arizona
$686M
3
SPC
Slate Path Capital
New York
$129M
4
AQR Capital Management
AQR Capital Management
Connecticut
$58.8M
5
Deutsche Bank
Deutsche Bank
Germany
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
851
Hartford Financial Management
Connecticut
$3.55K – – –
WBC
852
West Branch Capital
Massachusetts
$3.5K – – –
PAM
853
Palisade Asset Management
Minnesota
$3.46K +$3.46K +290 New
PK
854
Pflug Koory
Nebraska
$3.31K -$6.58K -551 -67%
CFS
855
CGC Financial Services
Oregon
$3.18K +$728 +61 +30%
CIA
856
Cape Investment Advisory
Georgia
$3.15K +$24 +2 +0.8%
TIM
857
Tortoise Investment Management
New York
$3.08K – – –
HWA
858
Heritage Wealth Advisors
Virginia
$3.03K – – –
AW
859
Avion Wealth
Texas
$3K -$545 -38 -15%
CYG
860
Clean Yield Group
Vermont
$2.99K – – –
FFWA
861
FRG Family Wealth Advisors
Washington
$2.97K +$2.97K +257 New
CIR
862
Clear Investment Research
Georgia
$2.96K – – –
GGI
863
Godsey & Gibb Inc
Virginia
$2.94K +$155 +13 +6%
AA
864
Ancora Advisors
Ohio
$2.88K -$1.47K -123 -34%
CFD
865
Creative Financial Designs
Indiana
$2.88K -$3.18K -266 -52%
OWA
866
Opal Wealth Advisors
New York
$2.88K +$2.88K +241 New
FMII
867
Farmers & Merchants Investments Inc
Nebraska
$2.76K -$310 -26 -10%
GWM
868
Guardian Wealth Management
Illinois
$2.75K – – –
IBOK
869
Independence Bank of Kentucky
Kentucky
$2.73K – – –
TPCW
870
TD Private Client Wealth
New York
$2.71K -$3.13K -262 -54%
RCM
871
Raleigh Capital Management
North Carolina
$2.68K +$2.03K +170 +315%
CWM
872
Compass Wealth Management
Connecticut
$2.66K +$2.66K +223 New
FCAS
873
First Command Advisory Services
Texas
$2.63K +$2.63K +257 New
LTI
874
Laffer Tengler Investments
Tennessee
$2.62K – – –
CJ
875
Caitlin John
Michigan
$2.6K -$1.34K -112 -34%
33 34
35
36 37