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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
951
Spartan Planning & Wealth Management
North Carolina
$757
WIM
952
Westside Investment Management
California
$711
TCCM
953
Timber Creek Capital Management
Massachusetts
$690
IAS
954
IMA Advisory Services
Colorado
$679
AF
955
Affiance Financial
Minnesota
$679 +$637 +61 New
CMA
956
Cedar Mountain Advisors
Oregon
$671 -$12.2K -1,167 -95%
LG
957
LAM Group
Oregon
$657 +$617 +59 New
AWM
958
Abound Wealth Management
Tennessee
$624
SSC
959
Syverson Strege & Co
Iowa
$623 -$1.19K -114 -67%
IA
960
IFS Advisors
Kansas
$567
MWM
961
MinichMacGregor Wealth Management
New York
$567 +$533 +51 New
GG
962
Gleason Group
Kentucky
$536 +$10 +1 +2%
GFWA
963
Grey Fox Wealth Advisors
Delaware
$523 +$491 +47 New
RWPA
964
Richard W. Paul & Associates
Michigan
$523 +$491 +47 New
WOSD
965
WFA of San Diego
California
$523 +$491 +47 New
ACM
966
Antonetti Capital Management
Florida
$490 -$502 -48 -52%
CM
967
Cornerstone Management
Georgia
$468 -$1.33K -127 -75%
GMA
968
Glassy Mountain Advisors
Maryland
$467 +$439 +42 New
HWP
969
Highline Wealth Partners
California
$456
AAMA
970
Advanced Asset Management Advisors
Ohio
$454 +$428 +41 New
ECM
971
Everence Capital Management
Indiana
$451
MPCL
972
My Personal CFO LLC
Washington
$434 +$408 +39 New
TCM
973
TD Capital Management
Tennessee
$401
OA
974
Operose Advisors
Wisconsin
$367
DWMG
975
DB Wealth Management Group
California
$367 +$345 +33 New

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.