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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
IBOK
876
Independence Bank of Kentucky
Kentucky
$2.73K
TPCW
877
TD Private Client Wealth
New York
$2.71K -$3.16K -262 -54%
RCM
878
Raleigh Capital Management
North Carolina
$2.67K +$2.05K +170 +315%
CWM
879
Compass Wealth Management
Connecticut
$2.66K +$2.69K +223 New
FCAS
880
First Command Advisory Services
Texas
$2.63K +$3.1K +257 New
LTI
881
Laffer Tengler Investments
Tennessee
$2.62K
CJ
882
Caitlin John
Michigan
$2.6K -$1.35K -112 -34%
Jones Financial Companies
883
Jones Financial Companies
Missouri
$2.59K +$2.61K +217 New
CA
884
Continuum Advisory
Idaho
$2.56K +$2.75K +228 New
SIC
885
SJS Investment Consulting
Ohio
$2.54K +$132 +11 +5%
OPTFSNA
886
Old Point Trust & Financial Services N A
Virginia
$2.54K +$2.57K +213 New
KFS
887
Kelly Financial Services
Massachusetts
$2.44K -$36 -3 -1%
HWM
888
HighMark Wealth Management
Minnesota
$2.41K +$24 +2 +1%
RFG
889
RFP Financial Group
Georgia
$2.21K -$84 -7 -4%
PP
890
Pacifica Partners
Canada
$2.21K +$24 +2 +1%
KWAG
891
Kiely Wealth Advisory Group
North Carolina
$2.19K +$434 +36 +24%
SFA
892
Semmax Financial Advisors
North Carolina
$1.99K -$48 -4 -2%
WAG
893
Wiser Advisor Group
Arizona
$1.95K -$60 -5 -3%
OSNBOA
894
Old Second National Bank of Aurora
Illinois
$1.95K
KHC
895
Koesten Hirschmann & Crabtree
Kansas
$1.94K +$24 +2 +1%
MWM
896
Mascoma Wealth Management
New Hampshire
$1.83K -$590 -49 -24%
T2I
897
Turim 21 Investimentos
Brazil
$1.81K
BWL
898
Bogart Wealth LLC
Virginia
$1.77K -$879 -73 -33%
GIS
899
Grayhawk Investment Strategies
Alberta, Canada
$1.77K
BFS
900
Burkett Financial Services
South Carolina
$1.74K +$12 +1 +0.7%

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.