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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
IIM
1026
INTECH Investment Management
Florida
-$455K -46,098 Closed
ESCM
1027
Echo Street Capital Management
New York
-$436K -44,254 Closed
TCM
1028
Twin Capital Management
Pennsylvania
-$404K -40,975 Closed
NRD
1029
Nebula Research & Development
New York
-$371K -37,596 Closed
SEC
1030
Seven Eight Capital
New York
-$368K -37,296 Closed
CI
1031
Capital International
California
-$350K -35,483 Closed
CIS
1032
Capital International Sarl
California
-$332K -33,638 Closed
DTL
1033
Dynamic Technology Lab
Singapore
-$320K -32,499 Closed
MM
1034
MQS Management
New York
-$277K -28,060 Closed
LCS
1035
Levin Capital Strategies
New York
-$264K -26,800 Closed
SPC
1036
Sigma Planning Corp
Michigan
-$237K -23,987 Closed
TSS
1037
Two Sigma Securities
New York
-$214K -21,659 Closed
SC
1038
Searle & Co
Connecticut
-$197K -19,966 Closed
CT
1039
Chicago Trust
Illinois
-$182K -18,450 Closed
CC
1040
Centiva Capital
New York
-$180K -18,241 Closed
BI
1041
Berkeley Inc
Idaho
-$179K -18,126 Closed
FMAEN1
1042
Fund Management at Engine No 1
California
-$169K -17,182 Closed
FLPIM
1043
F.L. Putnam Investment Management
Massachusetts
-$169K -17,111 Closed
SAM
1044
Sompo Asset Management
Japan
-$155K -15,740 Closed
WA
1045
Waddell & Associates
Tennessee
-$152K -15,461 Closed
CGL
1046
Clarius Group LLC
Washington
-$148K -15,034 Closed
LNWWM
1047
Laird Norton Wetherby Wealth Management
California
-$148K -14,969 Closed
XT
1048
XTX Topco
Cayman Islands
-$145K -14,728 Closed
Capstone Investment Advisors
1049
Capstone Investment Advisors
New York
-$138K -14,455 Closed
FPAS
1050
Focus Partners Advisor Solutions
Missouri
-$137K -13,879 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.