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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
MAM
76
Monaco Asset Management
Monaco
$16.2M -$512K -53,516 -3%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$16.1M -$110K -11,453 -0.8%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$15.5M +$2.71M +282,604 +25%
National Pension Service
79
National Pension Service
South Korea
$15.2M
EDRH
80
Edmond de Rothschild Holding
Switzerland
$15.2M +$2.39M +250,016 +22%
Principal Financial Group
81
Principal Financial Group
Iowa
$14.6M -$366K -38,222 -3%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$14.5M +$1.09M +113,538 +10%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$14.5M -$187K -19,500 -1%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$14.1M +$269K +28,107 +2%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$14M -$1.18M -123,575 -9%
GC
86
Guggenheim Capital
Illinois
$13.8M +$1.44M +150,460 +13%
SEI Investments
87
SEI Investments
Pennsylvania
$13.6M +$1.95M +203,447 +19%
VanEck Associates
88
VanEck Associates
New York
$13.5M -$4.55M -475,169 -28%
Prudential Financial
89
Prudential Financial
New Jersey
$12.6M -$1.81M -189,139 -14%
RJA
90
Raymond James & Associates
Florida
$12.6M -$1.51M -157,733 -12%
APG Asset Management
91
APG Asset Management
Netherlands
$12.5M +$2.74M +286,049 +29%
AAM
92
Advisors Asset Management
Colorado
$11.9M +$1.72K +180 +0%
Handelsbanken Fonder
93
Handelsbanken Fonder
Sweden
$11.3M -$2.83M -295,441 -22%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$11.1M -$2.27M -237,499 -19%
American Century Companies
95
American Century Companies
Missouri
$10.6M +$58.3K +6,087 +0.6%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$10.5M -$2.24M -233,685 -19%
CIM
97
Cambria Investment Management
California
$10.4M +$2.89M +302,335 +46%
EIP
98
Easterly Investment Partners
Massachusetts
$10.4M -$8.73M -911,976 -49%
Canada Life
99
Canada Life
Manitoba, Canada
$10.3M +$194K +20,308 +2%
Cerity Partners
100
Cerity Partners
New York
$10.2M +$4.7M +490,523 +109%

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.