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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
VAMG
901
Voisard Asset Management Group
Michigan
$1.72K +$24 +2 +1%
VWA
902
Valued Wealth Advisors
Utah
$1.71K +$1.11K +92 +180%
FMB
903
Field & Main Bank
Kentucky
$1.68K
AAP
904
Arax Advisory Partners
Colorado
$1.67K -$145 -12 -8%
CFO
905
CVA Family Office
Colorado
$1.58K +$24 +2 +2%
AssetMark Inc
906
AssetMark Inc
California
$1.56K -$1.47K -122 -48%
APW
907
Acima Private Wealth
Virginia
$1.48K
FSWA
908
Financial Synergies Wealth Advisors
Texas
$1.48K
OP
909
ORG Partners
Indiana
$1.45K -$2.48K -206 -63%
TAM
910
Tucker Asset Management
Colorado
$1.41K -$397 -33 -22%
DWA
911
Delos Wealth Advisors
Texas
$1.34K -$277 -23 -17%
CSWM
912
Cassady Schiller Wealth Management
Ohio
$1.32K -$4.29K -356 -76%
EWM
913
Evermay Wealth Management
Virginia
$1.28K -$10.6K -880 -89%
Kayne Anderson Rudnick Investment Management
914
Kayne Anderson Rudnick Investment Management
California
$1.27K
RA
915
Rise Advisors
New York
$1.25K
PCA
916
Providence Capital Advisors
North Carolina
$1.23K
TC
917
Trust Company
Kansas
$1.21K
MAWCM
918
Mine & Arao Wealth Creation & Management
California
$1.19K -$506 -42 -30%
JFA
919
JNBA Financial Advisors
Minnesota
$1.17K
GA
920
GoalVest Advisory
New York
$1.16K
TCM
921
TruNorth Capital Management
Michigan
$1.07K +$1.08K +90 New
CPG
922
Cornerstone Planning Group
New Jersey
$1.04K +$108 +9 +11%
TCM
923
Tradewinds Capital Management
Washington
$1.04K
WAM
924
WFA Asset Management
Wisconsin
$1.04K +$1.05K +87 New
CT
925
Clearstead Trust
Maine
$1.01K +$494 +41 +93%

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.