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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
MAWCM
901
Mine & Arao Wealth Creation & Management
California
$1.53K
FMB
902
Field & Main Bank
Kentucky
$1.53K
DWA
903
Delos Wealth Advisors
Texas
$1.46K +$29 +3 +2%
HGA
904
Hobbs Group Advisors
South Carolina
$1.45K +$1.28K +134 New
CFO
905
CVA Family Office
Colorado
$1.42K +$1.25K +131 New
NSG
906
Nalls Sherbakoff Group
Tennessee
$1.41K
CCMI
907
Creative Capital Management Investments
California
$1.41K +$823 +86 +195%
FSWA
908
Financial Synergies Wealth Advisors
Texas
$1.38K
AWM
909
Activest Wealth Management
Florida
$1.38K +$10 +1 +0.8%
APW
910
Acima Private Wealth
Virginia
$1.34K
NBT
911
Northwest Bank & Trust
Iowa
$1.26K +$1.11K +116 New
NC
912
NewSquare Capital
Pennsylvania
$1.21K +$1.07K +112 New
CWC
913
Carolinas Wealth Consulting
North Carolina
$1.17K
Kayne Anderson Rudnick Investment Management
914
Kayne Anderson Rudnick Investment Management
California
$1.15K +$1.01K +106 New
RA
915
Rise Advisors
New York
$1.12K -$48 -5 -5%
PCA
916
Providence Capital Advisors
North Carolina
$1.12K -$230 -24 -19%
TC
917
Trust Company
Kansas
$1.09K
PPC
918
Park Place Capital
Alabama
$1.08K -$134 -14 -12%
QPBE
919
Quintet Private Bank (Europe)
Luxembourg
$1.07K -$4.69K -490 -83%
JFA
920
JNBA Financial Advisors
Minnesota
$1.06K
GA
921
GoalVest Advisory
New York
$1.05K +$929 +97 New
LOIP
922
Live Oak Investment Partners
Texas
$1.02K
CA
923
Centerpoint Advisors
Massachusetts
$1K -$1.43K -149 -64%
BG
924
Bollard Group
Massachusetts
$1K -$594 -62 -55%
CFG
925
CKW Financial Group
Hawaii
$1K

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.