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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
HFS
1001
Horizon Financial Services
North Carolina
$60 +$60 +5 New
FGAM
1002
Financial Gravity Asset Management
Texas
$41 +$36 +3 New
BFS
1003
Bare Financial Services
Pennsylvania
$35
AFS
1004
Annapolis Financial Services
Maryland
$28 -$3.47K -288 -99%
GTAM
1005
Global Trust Asset Management
Florida
$14
AWM
1006
Atticus Wealth Management
Florida
$12 -$217 -18 -95%
DWM
1007
Dogwood Wealth Management
Kansas
$2
Arrowstreet Capital
1008
Arrowstreet Capital
Massachusetts
-$19.2M -1,774,366 Closed
KCM
1009
Kempner Capital Management
Texas
-$3.83M -353,502 Closed
LA
1010
LBP AM
France
-$2.75M -254,288 Closed
AAMU
1011
APG Asset Management US
New York
-$1.67M -154,289 Closed
Group One Trading
1012
Group One Trading
Illinois
-$1.51M -125,482 Closed
PL
1013
Polianta Ltd
Jersey
-$1.01M -93,300 Closed
AWM
1014
AE Wealth Management
Kansas
-$940K -78,756 Closed
FTF
1015
Freedom Together Foundation
New York
-$818K -75,556 Closed
SC
1016
Shay Capital
New York
-$812K -75,000 Closed
SWM
1017
Scissortail Wealth Management
Oklahoma
-$876K -73,705 Closed
JFG
1018
Jefferies Financial Group
New York
-$768K -70,900 Closed
CC
1019
Criteria Caixa
Spain
-$746K -68,882 Closed
ECM
1020
ExodusPoint Capital Management
New York
-$699K -64,563 Closed
BCM
1021
Bayesian Capital Management
New York
-$689K -63,635 Closed
Walleye Trading
1022
Walleye Trading
New York
-$720K -59,815 Closed
SIP
1023
Stoneridge Investment Partners
Pennsylvania
-$615K -56,758 Closed
PCM
1024
Palouse Capital Management
Washington
-$550K -50,808 Closed
FNF
1025
Fidelity National Financial
Florida
-$520K -47,983 Closed

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.