VTRS icon

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 %
APW
901
Acima Private Wealth
Virginia
$1.48K – – –
OP
902
ORG Partners
Indiana
$1.45K -$2.49K -206 -63%
TAM
903
Tucker Asset Management
Colorado
$1.41K -$395 -33 -22%
DWA
904
Delos Wealth Advisors
Texas
$1.34K -$275 -23 -17%
CSWM
905
Cassady Schiller Wealth Management
Ohio
$1.33K -$4.25K -356 -76%
EWM
906
Evermay Wealth Management
Virginia
$1.28K -$10.5K -880 -89%
Kayne Anderson Rudnick Investment Management
907
Kayne Anderson Rudnick Investment Management
California
$1.27K – – –
RA
908
Rise Advisors
New York
$1.25K – – –
PCA
909
Providence Capital Advisors
North Carolina
$1.23K – – –
TC
910
Trust Company
Kansas
$1.21K – – –
MAWCM
911
Mine & Arao Wealth Creation & Management
California
$1.19K -$504 -42 -30%
JFA
912
JNBA Financial Advisors
Minnesota
$1.17K – – –
GA
913
GoalVest Advisory
New York
$1.16K – – –
TCM
914
TruNorth Capital Management
Michigan
$1.08K +$1.08K +90 New
CPG
915
Cornerstone Planning Group
New Jersey
$1.04K +$106 +9 +11%
TCM
916
Tradewinds Capital Management
Washington
$1.04K – – –
WAM
917
WFA Asset Management
Wisconsin
$1.04K +$1.04K +87 New
CT
918
Clearstead Trust
Maine
$1.02K +$490 +41 +93%
RBC
919
Roble Belko & Company
Pennsylvania
$1K -$273 -18 -21%
CFG
920
CKW Financial Group
Hawaii
$1K – – –
BG
921
Bollard Group
Massachusetts
$1K – – –
FPB
922
First PREMIER Bank
South Dakota
$1K – – –
CA
923
Centerpoint Advisors
Massachusetts
$1K – – –
FFC
924
First Financial Corp
Indiana
$991 -$1K -84 -50%
EFP
925
EnRich Financial Partners
Wisconsin
$931 +$931 +78 New
35 36
37
38 39