Viatris
VTRS
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.
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: 11 → 13 (+2)
4% more funds holding
Funds holding: 980 → 1,015 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$73.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$54.5M |
| 3 |
LCM
Laurion Capital Management
New York
|
+$53M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$42.2M |
| 5 |
Bank of New York Mellon
New York
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
-$105M |
| 2 |
Goldman Sachs
New York
|
-$43.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$33.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$25.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
1076
Valley Wealth Managers
Paramus,
New Jersey
| – | -$1K | -111 | Closed |
|
|
WB
1077
West Bancorporation
West Des Moines,
Iowa
| – | -$1K | -94 | Closed |
|
1078
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -73 | Closed |
|
|
FCB
1079
First Command Bank
Fort Worth,
Texas
| – | -$1K | -14 | Closed |
|
|
FCFS
1080
First Command Financial Services
Fort Worth,
Texas
| – | -$1K | -14 | Closed |
|
|
FFA
1081
Fairfield Financial Advisors
Wellesley,
Massachusetts
| – | -$102 | -12 | Closed |
|
|
UIA
1082
Ulland Investment Advisors
Minneapolis,
Minnesota
| – | -$125 | -12 | -60% |
|
|
VF
1083
VitalStone Financial
Shavano Park,
Texas
| – | +$63 | +6 | New |
|
|
PPWM
1084
PFG Private Wealth Management
Lutz,
Florida
| – | +$136 | +13 | +260% |
|
|
CCMI
1085
Creative Capital Management Investments
San Diego,
California
| – | +$376 | +36 | New |
|
|
SFG
1086
Steward Financial Group
Colleyville,
Texas
| – | +$752 | +72 | New |
|
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.