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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
CWM
1026
Curi Wealth Management
North Carolina
-$1K -74 Closed
Parallax Volatility Advisers
1027
Parallax Volatility Advisers
California
-$620 -63 Closed
AIA
1028
Arcadia Investment Advisors
Idaho
-$649 -62 Closed
GA
1029
GoalVest Advisory
New York
-$1K -62 Closed
BMD
1030
Better Money Decisions
New Mexico
-$1K -54 Closed
HIIFS
1031
Harel Insurance Investments & Financial Services
Israel
-$1K -50 Closed
ZIG
1032
Zullo Investment Group
Pennsylvania
-$217 -22 -45%
OLVIG
1033
Oliver Lagore Vanvalin Investment Group
Michigan
-$148 -15 -21%
GWMI
1034
Guardian Wealth Management (Illinois)
Illinois
-$89 -9 -26%
CWM
1035
Cedar Wealth Management
California
-$79 -8 -50%
OCM
1036
Osterweis Capital Management
California
+$10 +1 New
WA
1037
WestEnd Advisors
North Carolina
+$10 +1 +7%
ARS
1038
Adirondack Retirement Specialists
New York
+$236 +24 New
EC
1039
EdgeRock Capital
Colorado
+$256 +26 New
LS
1040
Leelyn Smith
Illinois
+$315 +32 New
TCM
1041
TD Capital Management
Tennessee
+$354 +36 New
SAM
1042
Selway Asset Management
+$482 +49 New
FPB
1043
First PREMIER Bank
South Dakota
+$512 +52 New
TCCM
1044
Timber Creek Capital Management
Massachusetts
+$610 +62 New
WPWM
1045
Western Pacific Wealth Management
Illinois
+$906 +92 New

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.