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Viatris

1,015 hedge funds and large institutions have $10.2B invested in Viatris in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 294 increasing their positions, 426 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $201M | Put options by funds: $105M

65% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 84

31% more capital invested

Capital invested by funds: $7.82B → $10.2B (+$2.4B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 9801,015 (+35)

0.76% more ownership

Funds ownership: 75.8%76.57% (+0.76%)

31% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 426

Holders
1,015
Holders Change
+35
Holders Change %
+3.57%
% of All Funds
16.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
139
Increased
294
Reduced
426
Closed
84
Calls
$201M
Puts
$105M
Net Calls
+$96.6M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
1051
Independent Advisor Alliance
North Carolina
-$86K -10,085 Closed
SDWMA
1052
Schneider Downs Wealth Management Advisors
Pennsylvania
-$86K -10,044 Closed
EP
1053
Elkhorn Partners
Nebraska
-$72K -8,500 Closed
KA
1054
Kintegral Advisory
New York
-$70K -8,265 Closed
SIM
1055
Sentry Investment Management
Wisconsin
-$69K -8,082 Closed
HI
1056
Hudock Inc
Pennsylvania
-$26K -3,089 Closed
TIM
1057
Tevis Investment Management
Texas
-$22K -2,621 Closed
HFS
1058
HBC Financial Services
Washington
-$288K -2,185 Closed
HR
1059
Howe & Rusling
New York
-$14K -1,600 Closed
EW
1060
Evoke Wealth
California
-$10K -1,165 Closed
CG
1061
Cutler Group
California
-$8.07K -772 Closed
WWMSC
1062
Wagner Wealth Management (South Carolina)
South Carolina
-$6K -714 Closed
WOC
1063
West Oak Capital
California
-$7.19K -688 -95%
GWSG
1064
GPS Wealth Strategies Group
Colorado
-$5K -619 Closed
SWM
1065
Selective Wealth Management
Virginia
-$5K -580 Closed
CWM
1066
Castle Wealth Management
Florida
-$3K -372 Closed
AIM
1067
Axiom Investment Management
New York
-$2K -295 Closed
PFA
1068
Professional Financial Advisors
Nebraska
-$2K -233 Closed
LFASL
1069
Lugano Financial Advisors SA (LFA)
Switzerland
-$2K -184 Closed
KFP
1070
KB Financial Partners
New Jersey
-$1K -161 Closed
PAI
1071
Pittenger & Anderson Inc
Nebraska
-$1K -153 Closed
EIP
1072
Ellis Investment Partners
Pennsylvania
-$1K -124 Closed
POIA
1073
Pin Oak Investment Advisors
Texas
-$1K -124 Closed
MBFW
1074
Morton Brown Family Wealth
Pennsylvania
-$1.24K -119 Closed
MCM
1075
McMillion Capital Management
North Carolina
-$1K -117 Closed

VTRS Hedge Fund Activity: Q4 2022 in Review

1,015 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2022, worth a combined $10.2B — up 31% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 84 closed out — a net gain of 55 holders — while 294 added to existing stakes and 426 trimmed.

The largest buyer was Invesco, adding an estimated $73.8M. The largest seller was Camber Capital Management, cutting an estimated $105M.

  • 1,015 institutional investors held Viatris (VTRS) as of Q4 2022, up from 980 in Q3 2022.
  • Funds reported $10.2B of Viatris stock for Q4 2022, up 31% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2022 and 84 closed out, a net change of +55 holders.
  • The largest Viatris buyer in Q4 2022 was Invesco, an estimated $73.8M added.
  • The largest Viatris seller in Q4 2022 was Camber Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.