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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
FPB
926
First PREMIER Bank
South Dakota
$1K
RBC
927
Roble Belko & Company
Pennsylvania
$1K
FMTCOCP
928
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$182 +19 +30%
LIWM
929
Long Island Wealth Management
New York
$1K +$699 +73 New
LPP
930
Life Planning Partners
Florida
$975 +$862 +90 New
TCM
931
Tradewinds Capital Management
Washington
$943 -$239 -25 -22%
ACA
932
American Capital Advisory
Idaho
$899 +$795 +83 New
CPG
933
Cornerstone Planning Group
New Jersey
$871 -$278 -29 -27%
WWM
934
Wolff Wiese Magana
California
$834
GAG
935
Goodman Advisory Group
Massachusetts
$823
RWM
936
Ruedi Wealth Management
Illinois
$812
SVCP
937
Silicon Valley Capital Partners
California
$793 +$10 +1 +1%
WFA
938
West Financial Advisors
Iowa
$791
S
939
Sachetta
Massachusetts
$781 +$689 +72 New
DFA
940
DHJJ Financial Advisors
Illinois
$748
AEPWM
941
Atlantic Edge Private Wealth Management
Florida
$748 +$661 +69 New
RDFA
942
Ritter Daniher Financial Advisory
Ohio
$737
MRCM
943
M&R Capital Management
New Jersey
$736
SPWM
944
Spartan Planning & Wealth Management
North Carolina
$736
ASBI
945
American State Bank (Iowa)
Iowa
$704
FRA
946
Frank Rimerman Advisors
California
$704 +$622 +65 New
AP
947
Aspect Partners
Virginia
$671 +$594 +62 New
LG
948
LAM Group
Oregon
$639
NMG
949
New Millennium Group
Utah
$615 +$10 +1 +2%
AWM
950
Abound Wealth Management
Tennessee
$607

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.