We are live on ! Find out more
VTRS icon

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
LF
1076
Lee Financial
Texas
-$4.73K -437 Closed
DAC
1077
Dividend Assets Capital
South Carolina
-$4K -356 Closed
NFA
1078
Northwest Financial Advisors
Virginia
-$3.51K -324 Closed
LA
1079
LM Advisors
California
-$2.71K -250 Closed
RIM
1080
Rockbridge Investment Management
New York
-$2.48K -229 Closed
OAJ
1081
Ogorek Anthony Joseph
New York
-$2K -223 Closed
PVH
1082
Psagot Value Holdings
Israel
-$2K -200 Closed
PS
1083
Planned Solutions
California
-$2.07K -191 Closed
AWM
1084
Activest Wealth Management
Florida
-$1.53K -127 Closed
NC
1085
NewSquare Capital
Pennsylvania
-$1.21K -112 Closed
LPP
1086
Life Planning Partners
Florida
-$975 -90 Closed
FMTCOCP
1087
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$1K -83 Closed
LIWM
1088
Long Island Wealth Management
New York
-$1K -73 Closed
WFA
1089
West Financial Advisors
Iowa
-$791 -73 Closed
ASBI
1090
American State Bank (Iowa)
Iowa
-$704 -65 Closed
NMG
1091
New Millennium Group
Utah
-$615 -57 Closed
EAM
1092
Erste Asset Management
Austria
-$590 -49 Closed
MBFW
1093
Morton Brown Family Wealth
Pennsylvania
-$466 -43 Closed
EC
1094
EdgeRock Capital
Colorado
-$308 -26 Closed
LFA
1095
Level Financial Advisors
New York
-$173 -16 Closed
WOC
1096
West Oak Capital
California
-$193 -16 -43%
GWMIA
1097
Global Wealth Management Investment Advisory
Florida
-$162 -15 Closed
OCM
1098
Orion Capital Management
California
-$130 -12 Closed
WCM
1099
Winthrop Capital Management
Indiana
-$133 -12 Closed
AIMA
1100
Ables Iannone Moore & Associates
Georgia
-$22 -2 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.