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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
RFS
1001
Richardson Financial Services
Massachusetts
$87 +$77 +8 New
SRCM
1002
Signature Resources Capital Management
California
$76 +$67 +7 New
PWMG
1003
Provence Wealth Management Group
California
$65 -$377K -39,419 -100%
YAL
1004
Your Advocates Ltd
Texas
$65
IWP
1005
IAG Wealth Partners
Wisconsin
$65 +$57 +6 New
PPWM
1006
PFG Private Wealth Management
Florida
$54
BFS
1007
Bare Financial Services
Pennsylvania
$32 +$29 +3 New
AIMA
1008
Ables Iannone Moore & Associates
Georgia
$22 +$19 +2 New
GTAM
1009
Global Trust Asset Management
Florida
$12
CI
1010
Cordant Inc
Oregon
$11 +$10 +1 New
FGAM
1011
Financial Gravity Asset Management
Texas
$9
DWM
1012
Dogwood Wealth Management
Kansas
$2
Qube Research & Technologies (QRT)
1013
Qube Research & Technologies (QRT)
United Kingdom
-$7.19M -728,713 Closed
TA
1014
Tamarack Advisers
California
-$6.66M -675,000 Closed
TC
1015
Trilogy Capital
California
-$2.71M -274,481 Closed
Point72 Asset Management
1016
Point72 Asset Management
Connecticut
-$2.19M -228,313 Closed
AT
1017
Arvest Trust
Oklahoma
-$2.02M -205,363 Closed
EP
1018
Edgestream Partners
New Jersey
-$1.96M -198,841 Closed
GCP
1019
GSA Capital Partners
United Kingdom
-$1.73M -175,035 Closed
ECM
1020
Element Capital Management
New York
-$1.01M -102,887 Closed
N
1021
Natixis
France
-$761K -77,166 Closed
BV
1022
Boxwood Ventures
Illinois
-$730K -74,034 Closed
KI
1023
Kapitalo Investimentos
Brazil
-$677K -68,624 Closed
BMCM
1024
Burns Matteson Capital Management
New York
-$599K -60,718 Closed
Fiera Capital (Canada)
1025
Fiera Capital (Canada)
Quebec, Canada
-$510K -51,745 Closed

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.