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Viatris

980 hedge funds and large institutions have $7.82B invested in Viatris in 2022 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 330 increasing their positions, 375 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $92.1M | Put options by funds: $72M

1.76% more ownership

Funds ownership: 74.04%75.8% (+1.8%)

3% less funds holding

Funds holding: 1,010980 (-30)

12% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 99

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

16% less capital invested

Capital invested by funds: $9.34B → $7.82B (-$1.51B)

Holders
980
Holders Change
-30
Holders Change %
-2.97%
% of All Funds
16.88%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
87
Increased
330
Reduced
375
Closed
99
Calls
$92.1M
Puts
$72M
Net Calls
+$20M
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
DEM
1001
Disciplined Equity Management
Florida
-$14K -1,364 Closed
ETC
1002
Exchange Traded Concepts
Oklahoma
-$14K -1,309 Closed
FA
1003
Fortis Advisors
Pennsylvania
-$9.83K -999 -97%
AIM
1004
Arcadia Investment Management
Michigan
-$9K -836 Closed
GLLW
1005
Graves Light Lenhart Wealth
Virginia
-$8K -804 Closed
SC
1006
Sierra Capital
Florida
-$6.11K -621 -99%
COCM
1007
Charter Oak Capital Management
New Hampshire
-$6K -571 Closed
RIM
1008
Rockbridge Investment Management
New York
-$5.24K -501 Closed
HFS
1009
Heritage Financial Services
Massachusetts
-$4K -427 Closed
PFGIA
1010
Patriot Financial Group Insurance Agency
Massachusetts
-$4K -422 Closed
CJL
1011
Cyrus J. Lawrence
New York
-$4K -407 Closed
CIBC Private Wealth Group
1012
CIBC Private Wealth Group
Georgia
-$4K -360 Closed
LF
1013
Lee Financial
Texas
-$3.19K -324 -88%
GKIM
1014
GW&K Investment Management
Massachusetts
-$3K -309 Closed
CA
1015
Centerpoint Advisors
Massachusetts
-$2.92K -297 -93%
SFG
1016
Steward Financial Group
Texas
-$2K -249 Closed
SIAP
1017
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$2K -192 Closed
EL
1018
EMFO LLC
Florida
-$1.77K -180 -95%
HWA
1019
HHM Wealth Advisors
Tennessee
-$1.68K -171 -86%
AIP
1020
Ahrens Investment Partners
Louisiana
-$2K -162 Closed
OCM
1021
Orion Capital Management
California
-$1K -124 Closed
TFA
1022
Toth Financial Advisory
Virginia
-$1K -100 Closed
GWMIA
1023
Global Wealth Management Investment Advisory
Florida
-$1K -92 Closed
FA
1024
Financial Avengers
California
-$886 -90 -84%
Jones Financial Companies
1025
Jones Financial Companies
Missouri
-$778 -79 -92%

VTRS Hedge Fund Activity: Q3 2022 in Review

980 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2022, worth a combined $7.82B — down 16% from $9.34B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of VTRS and 87 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 330 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was Wellington Management Group, exiting entirely with an estimated $578M sold.

  • 980 institutional investors held Viatris (VTRS) as of Q3 2022, down from 1,010 in Q2 2022.
  • Funds reported $7.82B of Viatris stock for Q3 2022, down 16% quarter-over-quarter.
  • 87 funds opened new Viatris positions in Q3 2022 and 99 closed out, a net change of -12 holders.
  • The largest Viatris buyer in Q3 2022 was T. Rowe Price Associates, an estimated $266M added.
  • The largest Viatris seller in Q3 2022 was Wellington Management Group, an estimated $578M sold.

Based on aggregated 13F filings for Q3 2022.