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Viatris

593 hedge funds and large institutions have $22.4B invested in Viatris in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 149 increasing their positions, 283 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 39

21% more call options, than puts

Call options by funds: $161M | Put options by funds: $133M

12% more capital invested

Capital invested by funds: $20B → $22.4B (+$2.35B)

8% more funds holding

Funds holding: 548593 (+45)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

47% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 283

Holders
593
Holders Change
+45
Holders Change %
+8.21%
% of All Funds
17.21%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.55%
New
88
Increased
149
Reduced
283
Closed
39
Calls
$161M
Puts
$133M
Net Calls
+$28M
Net Calls Change
-$47.1M
Name Holding Trade Value Shares
Change
Change in
Stake
U
76
UBS
Switzerland
$37.1M -$1.91M -46,569 -5%
JIR
77
James Investment Research
Ohio
$37M +$2.99M +72,681 +9%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$36.2M +$612K +14,886 +2%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$35.6M -$362K -8,797 -1%
AllianceBernstein
80
AllianceBernstein
Tennessee
$34.4M +$2.63M +63,895 +9%
RFC
81
Russell Frank Company
Washington
$34.1M -$681K -16,579 -2%
SIM
82
Sadoff Investment Management
Wisconsin
$33.7M -$446K -10,860 -1%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$33.5M -$172K -4,185 -0.5%
N
84
Nuveen
North Carolina
$32.3M +$10.1M +245,150 +49%
MAA
85
Managed Account Advisors
New Jersey
$31.9M -$4.23M -102,815 -12%
PIM
86
Profit Investment Management
Maryland
$31.8M -$2.37M -57,730 -7%
HM
87
HealthCor Management
New York
$31.5M -$19.5M -475,000 -40%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$29.9M +$193K +4,700 +0.7%
BIM
89
BlackRock Investment Management
Delaware
$28.9M -$1.06M -25,704 -4%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$28.8M -$749K -18,234 -3%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$28.4M -$2.08M -50,539 -7%
LSV Asset Management
92
LSV Asset Management
Illinois
$27.1M -$82.9K -2,017 -0.3%
Franklin Resources
93
Franklin Resources
California
$26.8M -$286K -6,954 -1%
Barclays
94
Barclays
United Kingdom
$26.6M +$8.36M +203,286 +49%
AC
95
Ascend Capital
California
$26M +$24.7M +600,000 New
IIM
96
Ivory Investment Management
New York
$26M +$24.6M +598,971 New
NTCOC
97
Northern Trust Company of Connecticut
Connecticut
$25.3M -$95K -2,311 -0.4%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$25M -$600K -14,600 -2%
GC
99
Guggenheim Capital
Illinois
$24.9M -$20.9M -509,465 -47%
SG Americas Securities
100
SG Americas Securities
New York
$24.5M -$17.9M -434,977 -43%