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Viatris

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: 1414 (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: 986960 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
926
West Paces Advisors
Georgia
$286 -$354 -34 -54%
GWMI
927
Guardian Wealth Management (Illinois)
Illinois
$263 +$10 +1 +4%
ICM
928
Islay Capital Management
Texas
$237
CAM
929
Chesapeake Asset Management
New York
$236
CQS
930
Credential Qtrade Securities
$236 +$250 +24 New
RWPA
931
Richard W. Paul & Associates
Michigan
$227
TFA
932
Toth Financial Advisory
Virginia
$198 -$25.1K -2,409 -99%
IRAG
933
Investment Research & Advisory Group
Georgia
$197
BCPWM
934
Bradley & Co Private Wealth Management
Florida
$187
RG
935
Retirement Group
California
$177
SWM
936
Sanctuary Wealth Management
Idaho
$177
FA
937
Financial Avengers
California
$176
NL
938
NVWM LLC
Pennsylvania
$168 -$42 -4 -19%
WA
939
WestEnd Advisors
North Carolina
$168 +$177 +17 New
LFA
940
Level Financial Advisors
New York
$158
SC
941
SouthState Corp
Florida
$158 +$167 +16 New
LWA
942
Lowe Wealth Advisors
Maryland
$148
SHIM
943
Stone House Investment Management
Pennsylvania
$148
OLVIG
944
Oliver Lagore Vanvalin Investment Group
Michigan
$140
SA
945
SRH Advisors
Kansas
$138
NCM
946
Northwest Capital Management
Oregon
$132
PCFFS
947
Pacific Center for Financial Services
California
$119
MWA
948
Miller Wealth Advisors
Colorado
$118
SC
949
Steph & Co
Wisconsin
$118
DWMG
950
DB Wealth Management Group
California
$98

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.