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Viatris
VTRS

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: 14 → 14 (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: 986 → 960 (-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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$104M
2
Invesco
Invesco
Georgia
+$61.8M
3
Amundi
Amundi
France
+$41.3M
4
DM
Deerfield Management
New York
+$22.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$17.9M

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$53.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$31.7M
3
SPC
Slate Path Capital
New York
-$29.9M
4
Millennium Management
Millennium Management
New York
-$28.3M
5
CCM
Camber Capital Management
Massachusetts
-$26M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
901
DHJJ Financial Advisors
Illinois
$681 +$718 +69 New
RDFA
902
Ritter Daniher Financial Advisory
Ohio
$671 – – –
MRCM
903
M&R Capital Management
New Jersey
$670 – – –
SPWM
904
Spartan Planning & Wealth Management
North Carolina
$670 +$708 +68 New
FCAS
905
First Command Advisory Services
Texas
$661 +$698 +67 New
ASBI
906
American State Bank (Iowa)
Iowa
$641 – – –
CCP
907
Carmel Capital Partners
California
$641 – – –
TCCM
908
Timber Creek Capital Management
Massachusetts
$611 -$437 -42 -40%
LG
909
LAM Group
Oregon
$582 – – –
NMG
910
New Millennium Group
Utah
$557 – – –
AWM
911
Abound Wealth Management
Tennessee
$553 – – –
IAS
912
IMA Advisory Services
Colorado
$523 – – –
GWMIA
913
Global Wealth Management Investment Advisory
Florida
$513 -$31 -3 -5%
IA
914
IFS Advisors
Kansas
$502 – – –
GG
915
Gleason Group
Kentucky
$492 +$10 +1 +2%
EAM
916
Erste Asset Management
Austria
$491 – – –
JMF
917
Johnson Midwest Financial
Iowa
$490 – – –
CCMI
918
Creative Capital Management Investments
California
$434 +$125 +12 +38%
WWP
919
WR Wealth Planners
Missouri
$413 +$146 +14 +50%
AWM
920
Atticus Wealth Management
Florida
$375 – – –
RAM
921
Riggs Asset Management
Pennsylvania
$375 – – –
TCM
922
TD Capital Management
Tennessee
$366 – – –
CP
923
Castleview Partners
Texas
$354 -$666 -64 -64%
OA
924
Operose Advisors
Wisconsin
$325 – – –
AWA
925
Authentikos Wealth Advisory
California
$296 +$312 +30 New
35 36
37
38 39

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.