We are live on ! Find out more
VTRS icon

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
RCM
951
Raleigh Capital Management
North Carolina
$584 +$431 +45 +500%
MHR
952
Matthew Hamilton Rosenberg
$574 -$9.55K -997 -95%
FUBT
953
First United Bank & Trust
Maryland
$574 +$507 +53 New
MIA
954
MeadowBrook Investment Advisors
Michigan
$563 +$498 +52 New
IA
955
IFS Advisors
Kansas
$552
GG
956
Gleason Group
Kentucky
$547 +$10 +1 +2%
EAM
957
Erste Asset Management
Austria
$530
VWA
958
Valued Wealth Advisors
Utah
$500 +$488 +51 New
CT
959
Clearstead Trust
Maine
$477 -$1.63K -170 -79%
MBFW
960
Morton Brown Family Wealth
Pennsylvania
$466 +$412 +43 New
RAM
961
Riggs Asset Management
Pennsylvania
$434 +$19 +2 +5%
CPA
962
Clear Point Advisors
New York
$433 +$383 +40 New
FW
963
Fairway Wealth
Ohio
$422 +$373 +39 New
TCM
964
TD Capital Management
Tennessee
$406
CP
965
Castleview Partners
Texas
$390
OA
966
Operose Advisors
Wisconsin
$357
WPA
967
West Paces Advisors
Georgia
$314
EC
968
EdgeRock Capital
Colorado
$308 +$249 +26 New
ICM
969
Islay Capital Management
Texas
$260
VL
970
Vima LLC
Michigan
$260 +$230 +24 New
CAM
971
Chesapeake Asset Management
New York
$259
RWPA
972
Richard W. Paul & Associates
Michigan
$249
IRAG
973
Investment Research & Advisory Group
Georgia
$217
AWM
974
Atticus Wealth Management
Florida
$206 -$182 -19 -50%
BCPWM
975
Bradley & Co Private Wealth Management
Florida
$206

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.