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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
976
Blume Capital Management
California
$227 +$36 +3 +19%
FA
977
Financial Avengers
California
$217
SWM
978
Sanctuary Wealth Management
Idaho
$215
HWA
979
HHM Wealth Advisors
Tennessee
$203
TWP
980
TFO Wealth Partners
Ohio
$191 -$39.5K -3,279 -100%
CJH
981
Christopher J. Hasenberg
Wisconsin
$191 +$193 +16 New
GPFA
982
Game Plan Financial Advisors
Ohio
$179
LWA
983
Lowe Wealth Advisors
Maryland
$179
SHIM
984
Stone House Investment Management
Pennsylvania
$179
JFGIW
985
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168 -$1.61K -134 -91%
SA
986
SRH Advisors
Kansas
$167
NCM
987
Northwest Capital Management
Oregon
$160
PCFFS
988
Pacific Center for Financial Services
California
$144
LI
989
Louisbourg Investments
New Brunswick, Canada
$143
MWA
990
Miller Wealth Advisors
Colorado
$143
PCWA
991
Pacific Capital Wealth Advisors
California
$143
SC
992
Steph & Co
Wisconsin
$143
NBT
993
Northwest Bank & Trust
Iowa
$127 -$1.26K -105 -91%
EL
994
EMFO LLC
Florida
$108
RFS
995
Richardson Financial Services
Massachusetts
$96
SRCM
996
Signature Resources Capital Management
California
$76
OLVIG
997
Oliver Lagore Vanvalin Investment Group
Michigan
$75 -$96 -8 -57%
IWP
998
IAG Wealth Partners
Wisconsin
$72
YAL
999
Your Advocates Ltd
Texas
$72
PPWM
1000
PFG Private Wealth Management
Florida
$60

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.