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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
FAM
876
Flaharty Asset Management
Florida
$1.23K +$1.3K +125 New
APW
877
Acima Private Wealth
Virginia
$1.22K
FSWA
878
Financial Synergies Wealth Advisors
Texas
$1.22K
TAM
879
Tucker Asset Management
Colorado
$1.21K -$698 -67 -35%
PPC
880
Park Place Capital
Alabama
$1.12K +$31 +3 +3%
TCM
881
Tradewinds Capital Management
Washington
$1.1K
CPG
882
Cornerstone Planning Group
New Jersey
$1.07K -$292 -28 -20%
RA
883
Rise Advisors
New York
$1.07K -$239 -23 -17%
CWC
884
Carolinas Wealth Consulting
North Carolina
$1.01K
BG
885
Bollard Group
Massachusetts
$1K -$1.52K -146 -57%
CFG
886
CKW Financial Group
Hawaii
$1K
FMTCOCP
887
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
FPB
888
First PREMIER Bank
South Dakota
$1K
RBC
889
Roble Belko & Company
Pennsylvania
$1K
TC
890
Trust Company
Kansas
$996 +$385 +37 +58%
PO
891
Private Ocean
California
$976
JFA
892
JNBA Financial Advisors
Minnesota
$967
LOIP
893
Live Oak Investment Partners
Texas
$927
BWS
894
Buck Wealth Strategies
Colorado
$828
WWM
895
Wolff Wiese Magana
California
$760 -$83 -8 -9%
GAG
896
Goodman Advisory Group
Massachusetts
$749
RWM
897
Ruedi Wealth Management
Illinois
$740
HWA
898
HHM Wealth Advisors
Tennessee
$730 +$594 +57 +335%
WFA
899
West Financial Advisors
Iowa
$720
SVCP
900
Silicon Valley Capital Partners
California
$713 +$10 +1 +1%

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.