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Viatris

986 hedge funds and large institutions have $9.32B invested in Viatris in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 308 increasing their positions, 400 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

6% more capital invested

Capital invested by funds: $8.8B → $9.32B (+$521M)

1.38% more ownership

Funds ownership: 76.48%77.86% (+1.4%)

3% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 89

0% less funds holding

Funds holding: 988986 (-2)

17% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $43.4M

23% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 400

Holders
986
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
15.48%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
92
Increased
308
Reduced
400
Closed
89
Calls
$35.8M
Puts
$43.4M
Net Calls
-$7.58M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
951
City Holding Co
West Virginia
$239
RWPA
952
Richard W. Paul & Associates
Michigan
$230 -$229 -24 -51%
NL
953
NVWM LLC
Pennsylvania
$210
RI
954
Ridgewood Investments
New Jersey
$200 -$411 -43 -68%
IRAG
955
Investment Research & Advisory Group
Georgia
$200
BCPWM
956
Bradley & Co Private Wealth Management
Florida
$190
RG
957
Retirement Group
California
$180
LIA
958
Luken Investment Analytics
Tennessee
$180 +$172 +18 New
SWM
959
Sanctuary Wealth Management
Idaho
$180 +$172 +18 New
FA
960
Financial Avengers
California
$176 +$10 +1 +6%
HWA
961
HHM Wealth Advisors
Tennessee
$170
LFA
962
Level Financial Advisors
New York
$160
LWA
963
Lowe Wealth Advisors
Maryland
$150
SHIM
964
Stone House Investment Management
Pennsylvania
$150
WOSD
965
WFA of San Diego
California
$150 +$143 +15 New
OLVIG
966
Oliver Lagore Vanvalin Investment Group
Michigan
$142 +$29 +3 +27%
SA
967
SRH Advisors
Kansas
$135
NCM
968
Northwest Capital Management
Oregon
$134 +$124 +13 New
MWA
969
Miller Wealth Advisors
Colorado
$120 -$1K -105 -90%
HRC
970
Hoertkorn Richard Charles
$120
PCFFS
971
Pacific Center for Financial Services
California
$120
SC
972
Steph & Co
Wisconsin
$120
DWMG
973
DB Wealth Management Group
California
$100 -$220 -23 -70%
EL
974
EMFO LLC
Florida
$90
RCM
975
Raleigh Capital Management
North Carolina
$90 +$86 +9 New

VTRS Hedge Fund Activity: Q2 2023 in Review

986 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q2 2023, worth a combined $9.32B — up 5.9% from $8.8B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new VTRS positions and 89 closed out — a net gain of 3 holders — while 308 added to existing stakes and 400 trimmed.

The largest buyer was Rubric Capital Management (New York), opening a new position worth an estimated $114M. The largest seller was Laurion Capital Management, cutting an estimated $123M.

  • 986 institutional investors held Viatris (VTRS) as of Q2 2023, down from 988 in Q1 2023.
  • Funds reported $9.32B of Viatris stock for Q2 2023, up 5.9% quarter-over-quarter.
  • 92 funds opened new Viatris positions in Q2 2023 and 89 closed out, a net change of +3 holders.
  • The largest Viatris buyer in Q2 2023 was Rubric Capital Management (New York), an estimated $114M added.
  • The largest Viatris seller in Q2 2023 was Laurion Capital Management, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2023.