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
FA
976
Financial Avengers
California
$195
RG
977
Retirement Group
California
$195
SWM
978
Sanctuary Wealth Management
Idaho
$195
WA
979
WestEnd Advisors
North Carolina
$195 +$10 +1 +6%
HWA
980
HHM Wealth Advisors
Tennessee
$185 -$546 -57 -77%
NL
981
NVWM LLC
Pennsylvania
$184
BCM
982
Blume Capital Management
California
$174 +$153 +16 New
LFA
983
Level Financial Advisors
New York
$173
GWMIA
984
Global Wealth Management Investment Advisory
Florida
$162 -$354 -37 -71%
LWA
985
Lowe Wealth Advisors
Maryland
$162
SHIM
986
Stone House Investment Management
Pennsylvania
$162
GPFA
987
Game Plan Financial Advisors
Ohio
$162 +$144 +15 New
OLVIG
988
Oliver Lagore Vanvalin Investment Group
Michigan
$154
SA
989
SRH Advisors
Kansas
$152
NCM
990
Northwest Capital Management
Oregon
$145
WCM
991
Winthrop Capital Management
Indiana
$133 +$115 +12 New
MWA
992
Miller Wealth Advisors
Colorado
$130
PCFFS
993
Pacific Center for Financial Services
California
$130
SC
994
Steph & Co
Wisconsin
$130
LI
995
Louisbourg Investments
New Brunswick, Canada
$130 +$115 +12 New
OCM
996
Orion Capital Management
California
$130 +$115 +12 New
PCWA
997
Pacific Capital Wealth Advisors
California
$130 +$115 +12 New
FRA
998
Front Row Advisors
California
$116 -$8.43K -880 -99%
DWMG
999
DB Wealth Management Group
California
$108
EL
1000
EMFO LLC
Florida
$98

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.