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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
KFS
876
Kelly Financial Services
Massachusetts
$2.24K +$19 +2 +1%
CFS
877
CGC Financial Services
Oregon
$2.22K
SIC
878
SJS Investment Consulting
Ohio
$2.19K -$182 -19 -9%
MWM
879
Mascoma Wealth Management
New Hampshire
$2.19K -$986 -103 -34%
HWM
880
HighMark Wealth Management
Minnesota
$2.17K -$153 -16 -7%
SFA
881
Semmax Financial Advisors
North Carolina
$2.14K
RFG
882
RFP Financial Group
Georgia
$2.08K
PS
883
Planned Solutions
California
$2.07K +$1.83K +191 New
OAJ
884
Ogorek Anthony Joseph
New York
$2K
PVH
885
Psagot Value Holdings
Israel
$2K
ITIM
886
Indiana Trust & Investment Management
Indiana
$1.82K
FFC
887
First Financial Corp
Indiana
$1.81K
WAG
888
Wiser Advisor Group
Arizona
$1.8K +$1.59K +166 New
KWAG
889
Kiely Wealth Advisory Group
North Carolina
$1.8K +$1.45K +151 New
PP
890
Pacifica Partners
Canada
$1.78K -$2.22K -232 -56%
OSNBOA
891
Old Second National Bank of Aurora
Illinois
$1.76K -$5.75K -600 -79%
KHC
892
Koesten Hirschmann & Crabtree
Kansas
$1.74K +$19 +2 +1%
DF
893
DecisionPoint Financial
Arizona
$1.7K
AAP
894
Arax Advisory Partners
Colorado
$1.65K -$2.61K -273 -64%
T2I
895
Turim 21 Investimentos
Brazil
$1.65K
TAM
896
Tucker Asset Management
Colorado
$1.63K +$268 +28 +23%
GIS
897
Grayhawk Investment Strategies
Alberta, Canada
$1.6K
JFGIW
898
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.6K +$1.42K +148 New
BFS
899
Burkett Financial Services
South Carolina
$1.56K +$1.38K +144 New
VAMG
900
Voisard Asset Management Group
Michigan
$1.54K +$1.36K +142 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.