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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T
851
Tidemark
California
$3.73K +$12 +1 +0.3%
EBA
852
Eagle Bay Advisors
New York
$3.65K
FG
853
Fairman Group
Pennsylvania
$3.63K
SC
854
Stephens Consulting
Michigan
$3.61K +$590 +49 +19%
PP
855
PFS Partners
New Jersey
$3.59K +$542 +45 +18%
DF
856
Dunhill Financial
United Kingdom
$3.59K +$181 +15 +5%
LWANC
857
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.57K -$1.41K -117 -28%
HFM
858
Hartford Financial Management
Connecticut
$3.55K
WBC
859
West Branch Capital
Massachusetts
$3.5K
PAM
860
Palisade Asset Management
Minnesota
$3.46K +$3.49K +290 New
PK
861
Pflug Koory
Nebraska
$3.31K -$6.64K -551 -67%
CFS
862
CGC Financial Services
Oregon
$3.18K +$735 +61 +30%
CIA
863
Cape Investment Advisory
Georgia
$3.15K +$24 +2 +0.8%
TIM
864
Tortoise Investment Management
New York
$3.08K
HWA
865
Heritage Wealth Advisors
Virginia
$3.03K
AW
866
Avion Wealth
Texas
$3K -$458 -38 -15%
CYG
867
Clean Yield Group
Vermont
$2.98K
FFWA
868
FRG Family Wealth Advisors
Washington
$2.97K +$3.1K +257 New
CIR
869
Clear Investment Research
Georgia
$2.96K
GGI
870
Godsey & Gibb Inc
Virginia
$2.94K +$157 +13 +6%
AA
871
Ancora Advisors
Ohio
$2.88K -$1.48K -123 -34%
CFD
872
Creative Financial Designs
Indiana
$2.88K -$3.2K -266 -52%
OWA
873
Opal Wealth Advisors
New York
$2.88K +$2.9K +241 New
FMII
874
Farmers & Merchants Investments Inc
Nebraska
$2.76K -$313 -26 -10%
GWMI
875
Guardian Wealth Management (Illinois)
Illinois
$2.75K

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.