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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
DC
1051
Davenport & Co
Virginia
-$132K -13,417 Closed
SFO
1052
Stokes Family Office
Louisiana
-$132K -13,409 Closed
HA
1053
Herold Advisors
New York
-$125K -12,704 Closed
VVP
1054
Venture Visionary Partners
Ohio
-$125K -12,681 Closed
Acadian Asset Management
1055
Acadian Asset Management
Massachusetts
-$121K -12,638 -100%
PWPS
1056
Pinnacle Wealth Planning Services
Ohio
-$114K -11,526 Closed
VCM
1057
Virtue Capital Management
Tennessee
-$111K -11,241 Closed
VT
1058
Vise Technologies
New York
-$111K -11,231 Closed
MOS
1059
MGO One Seven
Ohio
-$110K -11,130 Closed
SCM
1060
Stevens Capital Management
Pennsylvania
-$109K -11,006 Closed
PPP
1061
Private Portfolio Partners
New Jersey
-$107K -10,836 Closed
AWM
1062
Axxcess Wealth Management
California
-$106K -10,778 Closed
KS
1063
Karpas Strategies
Connecticut
-$106K -10,768 Closed
CSPIA
1064
Cary Street Partners Investment Advisory
Virginia
-$30.7K -3,110 Closed
SCA
1065
Stonebridge Capital Advisors
Minnesota
-$19K -1,929 Closed
QP
1066
Quilter Plc
United Kingdom
-$1.88M -1,888 Closed
RTC
1067
Riverview Trust Company
Washington
-$18.3K -1,852 Closed
AIC
1068
Ayalon Insurance Company
Israel
-$17K -1,711 Closed
RFA
1069
Register Financial Advisors
Georgia
-$11.3K -1,146 Closed
BAAM
1070
Baker Avenue Asset Management
California
-$9.14K -927 Closed
EARNEST Partners
1071
EARNEST Partners
Georgia
-$5.24K -531 Closed
RTL
1072
Red Tortoise LLC
Georgia
-$4.62K -469 Closed
CCM
1073
Copeland Capital Management
Pennsylvania
-$1.82K -185 Closed
Legacy Financial Group (Iowa)
1074
Legacy Financial Group (Iowa)
Iowa
-$1.65K -167 Closed
FAM
1075
Flaharty Asset Management
Florida
-$1.23K -125 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.