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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
WWP
976
WR Wealth Planners
Missouri
$303
ZIG
977
Zullo Investment Group
Pennsylvania
$301
GWMI
978
Guardian Wealth Management (Illinois)
Illinois
$287 +$10 +1 +4%
ARS
979
Adirondack Retirement Specialists
New York
$267
ICM
980
Islay Capital Management
Texas
$267
NL
981
NVWM LLC
Pennsylvania
$234
IRAG
982
Investment Research & Advisory Group
Georgia
$223 +$209 +20 New
BCPWM
983
Bradley & Co Private Wealth Management
Florida
$211
SWM
984
Sanctuary Wealth Management
Idaho
$200 +$188 +18 New
FA
985
Financial Avengers
California
$191
HWA
986
HHM Wealth Advisors
Tennessee
$189 -$125 -12 -41%
LWA
987
Lowe Wealth Advisors
Maryland
$167
WA
988
WestEnd Advisors
North Carolina
$156 -$21 -2 -13%
MYAM
989
Meiji Yasuda Asset Management
Japan
$156 +$14.2K +1,360 +11%
HRC
990
Hoertkorn Richard Charles
$134 -$1.16K -111 -90%
SGC
991
Slocum, Gordon & Co
Rhode Island
$133 +$125 +12 New
OLVIG
992
Oliver Lagore Vanvalin Investment Group
Michigan
$124 -$481 -46 -81%
CPFP
993
Clear Perspectives Financial Planning
Ohio
$122 +$115 +11 New
EL
994
EMFO LLC
Florida
$100
PG
995
Proffitt & Goodson
Tennessee
$100
TWP
996
TFO Wealth Partners
Ohio
$95 -$178 -17 -85%
CWM
997
Cedar Wealth Management
California
$89
FA
998
Fiduciary Alliance
South Carolina
$83 +$73 +7 New
CWA
999
Clearview Wealth Advisors
Oregon
$67 -$136 -13 -68%
YAL
1000
Your Advocates Ltd
Texas
$67

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.