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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
RBC
926
Roble Belko & Company
Pennsylvania
$1K -$217 -18 -21%
BG
927
Bollard Group
Massachusetts
$1K
CA
928
Centerpoint Advisors
Massachusetts
$1K
CFG
929
CKW Financial Group
Hawaii
$1K
FPB
930
First PREMIER Bank
South Dakota
$1K
FFC
931
First Financial Corp
Indiana
$991 -$1.01K -84 -50%
EFP
932
EnRich Financial Partners
Wisconsin
$931 +$940 +78 New
WWM
933
Wolff Wiese Magana
California
$920
GAG
934
Goodman Advisory Group
Massachusetts
$908
RWM
935
Ruedi Wealth Management
Illinois
$896
AEPWM
936
Atlantic Edge Private Wealth Management
Florida
$824
DFA
937
DHJJ Financial Advisors
Illinois
$824
ITIM
938
Indiana Trust & Investment Management
Indiana
$812 -$1.21K -100 -60%
MRCM
939
M&R Capital Management
New Jersey
$812
RDFA
940
Ritter Daniher Financial Advisory
Ohio
$812
DMIC
941
Dixon Mitchell Investment Counsel
British Columbia, Canada
$812 +$819 +68 New
S
942
Sachetta
Massachusetts
$781
CWC
943
Carolinas Wealth Consulting
North Carolina
$776 -$3.56K -296 -82%
FRA
944
Frank Rimerman Advisors
California
$776
AP
945
Aspect Partners
Virginia
$740
LG
946
LAM Group
Oregon
$704
NL
947
NVWM LLC
Pennsylvania
$704 +$506 +42 +247%
PA
948
Pineridge Advisors
Missouri
$692 -$1.79K -149 -72%
ACA
949
American Capital Advisory
Idaho
$684 -$145 -12 -14%
AWM
950
Abound Wealth Management
Tennessee
$669

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.