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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
PI
1051
PEAK6 Investments
Illinois
-$159K -13,169 Closed
HCM
1052
Howland Capital Management
Massachusetts
-$138K -12,747 Closed
BAM
1053
Blueshift Asset Management
New Jersey
-$129K -11,896 Closed
SMC
1054
Smith, Moore & Co
Missouri
-$128K -11,826 Closed
FHA
1055
Flagship Harbor Advisors
Massachusetts
-$126K -11,639 Closed
WE
1056
Wealth Effects
Massachusetts
-$113K -10,455 Closed
CCFM
1057
Clear Creek Financial Management
Washington
-$112K -10,310 Closed
GC
1058
Grimes & Company
Massachusetts
-$110K -10,174 Closed
FWM
1059
Focused Wealth Management
New York
-$85K -7,849 Closed
SIM
1060
Sentry Investment Management
Wisconsin
-$69K -6,371 Closed
PCM
1061
Penserra Capital Management
California
-$59K -5,452 Closed
GFL
1062
Granite FO LLC
New Hampshire
-$35K -3,234 Closed
AWM
1063
Able Wealth Management
New Jersey
-$29.7K -2,738 Closed
GWS
1064
Glassman Wealth Services
Virginia
-$27.6K -2,546 Closed
Loomis, Sayles & Company
1065
Loomis, Sayles & Company
Massachusetts
-$22K -2,054 Closed
TCWA
1066
Turtle Creek Wealth Advisors
Texas
-$17.8K -1,641 Closed
FBC
1067
Fairfield, Bush & Co
Connecticut
-$16.2K -1,500 Closed
BNP Paribas Financial Markets
1068
BNP Paribas Financial Markets
France
-$13.5K -1,249 Closed
MMG
1069
Monetary Management Group
Missouri
-$9.06K -837 Closed
MFT
1070
Moisand Fitzgerald Tamayo
Florida
-$8.97K -828 Closed
EWP
1071
Elevation Wealth Partners
California
-$7.04K -714 Closed
TVAMP
1072
Tennessee Valley Asset Management Partners
Tennessee
-$6.56K -606 Closed
LFA
1073
Livelsberger Financial Advisory
Ohio
-$5.4K -499 Closed
CAM
1074
Cacti Asset Management
Georgia
-$5.34K -496 Closed
TWM
1075
Tradition Wealth Management
Minnesota
-$5K -451 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.