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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$171M
2
DSA
2
Davis Selected Advisers
Arizona
$686M
3
SPC
3
Slate Path Capital
New York
$129M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$58.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
876
Jones Financial Companies
Missouri
$2.59K +$2.59K +217 New
CA
877
Continuum Advisory
Idaho
$2.56K +$2.56K +228 New
SIC
878
SJS Investment Consulting
Ohio
$2.54K +$131 +11 +5%
OPTFSNA
879
Old Point Trust & Financial Services N A
Virginia
$2.54K +$2.54K +213 New
KFS
880
Kelly Financial Services
Massachusetts
$2.44K -$36 -3 -1%
HWM
881
HighMark Wealth Management
Minnesota
$2.41K +$24 +2 +1%
RFG
882
RFP Financial Group
Georgia
$2.21K -$84 -7 -4%
PP
883
Pacifica Partners
Canada
$2.21K +$24 +2 +1%
KWAG
884
Kiely Wealth Advisory Group
North Carolina
$2.19K +$421 +36 +24%
SFA
885
Semmax Financial Advisors
North Carolina
$1.99K -$45 -4 -2%
WAG
886
Wiser Advisor Group
Arizona
$1.95K -$60 -5 -3%
OSNBOA
887
Old Second National Bank of Aurora
Illinois
$1.95K – – –
KHC
888
Koesten Hirschmann & Crabtree
Kansas
$1.94K +$24 +2 +1%
MWM
889
Mascoma Wealth Management
New Hampshire
$1.83K -$585 -49 -24%
T2I
890
Turim 21 Investimentos
Brazil
$1.82K – – –
BWL
891
Bogart Wealth LLC
Virginia
$1.77K -$875 -73 -33%
GIS
892
Grayhawk Investment Strategies
Alberta, Canada
$1.77K – – –
BFS
893
Burkett Financial Services
South Carolina
$1.74K +$12 +1 +0.7%
VAMG
894
Voisard Asset Management Group
Michigan
$1.72K +$24 +2 +1%
VWA
895
Valued Wealth Advisors
Utah
$1.71K +$1.1K +92 +180%
FMB
896
Field & Main Bank
Kentucky
$1.68K – – –
AAP
897
Arax Advisory Partners
Colorado
$1.67K -$143 -12 -8%
CFO
898
CVA Family Office
Colorado
$1.59K +$24 +2 +2%
AssetMark Inc
899
AssetMark Inc
California
$1.56K -$1.46K -122 -48%
FSWA
900
Financial Synergies Wealth Advisors
Texas
$1.48K – – –
34 35
36
37 38