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Viatris

1,000 hedge funds and large institutions have $11.1B invested in Viatris in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 347 increasing their positions, 359 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 71

16% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $32.8M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $10.4B → $11.1B (+$683M)

1% more funds holding

Funds holding: 9951,000 (+5)

3% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 359

2.16% less ownership

Funds ownership: 82.12%79.96% (-2.2%)

Holders
1,000
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.36%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
87
Increased
347
Reduced
359
Closed
71
Calls
$38.1M
Puts
$32.8M
Net Calls
+$5.32M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1051
Opal Wealth Advisors
New York
-$2.56K -241 Closed
LTI
1052
Laffer Tengler Investments
Tennessee
-$2.33K -219 Closed
OPTFSNA
1053
Old Point Trust & Financial Services N A
Virginia
-$2.26K -213 Closed
KFS
1054
Kelly Financial Services
Massachusetts
-$2.19K -206 Closed
RFG
1055
RFP Financial Group
Georgia
-$1.97K -185 Closed
1832 Asset Management
1056
1832 Asset Management
Ontario, Canada
-$1.55K -146 Closed
RWMG
1057
Redwood Wealth Management Group
New Jersey
-$1.47K -138 Closed
TWP
1058
Triad Wealth Partners
Kansas
-$1.07K -101 Closed
CC
1059
Cypress Capital
Tennessee
-$741 -70 Closed
DMIC
1060
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$723 -68 Closed
CCM
1061
Chilton Capital Management
Texas
-$553 -52 Closed
UWS
1062
Unique Wealth Strategies
Illinois
-$573 -48 Closed
LFA
1063
Legend Financial Advisors
Pennsylvania
-$446 -42 Closed
CP
1064
Castleview Partners
Texas
-$255 -24 Closed
CB
1065
Chris Bulman
California
-$255 -24 Closed
GLR
1066
Great Lakes Retirement
Ohio
-$255 -24 Closed
RI
1067
Ridgewood Investments
New Jersey
-$213 -20 Closed
ETS
1068
ESL Trust Services
New York
-$170 -16 Closed
IWP
1069
IAG Wealth Partners
Wisconsin
-$64 -6 Closed
HFS
1070
Horizon Financial Services
North Carolina
-$53 -5 Closed
AFS
1071
Annapolis Financial Services
Maryland
-$25 -2 Closed
RMC
1072
Resources Management Corp
Connecticut
+$358 +31 +517%