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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
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$9.74M -$972K -101,471 -10%
Allianz Asset Management
102
Allianz Asset Management
Germany
$9.2M +$407K +42,525 +5%
SDIC
103
South Dakota Investment Council
South Dakota
$8.24M -$282K -29,500 -4%
MVP
104
Miller Value Partners
Florida
$7.71M
GIM
105
Greylin Investment Management
Virginia
$7.7M -$1.34M -139,703 -16%
Franklin Resources
106
Franklin Resources
California
$7.66M -$523K -54,608 -7%
MGIM
107
M&G Investment Management
United Kingdom
$7.55M -$299K -31,189 -4%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$7.31M +$2.14M +223,737 +50%
Toronto Dominion Bank
109
Toronto Dominion Bank
Ontario, Canada
$7.27M +$486K +50,743 +8%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$7.27M -$38.7K -4,044 -0.6%
TIM
111
Thompson Investment Management
Wisconsin
$7.2M +$404K +42,222 +7%
Corient Private Wealth
112
Corient Private Wealth
Florida
$7.17M -$256K -26,699 -4%
AAF
113
Andra AP-fonden
Sweden
$7M +$877K +91,600 +17%
LSWM
114
Lorne Steinberg Wealth Management
Canada
$6.87M -$51.7K -5,400 -0.8%
DekaBank Deutsche Girozentrale
115
DekaBank Deutsche Girozentrale
Germany
$6.83M +$35.5K +3,704 +0.6%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$6.72M -$173K -18,049 -3%
LPL Financial
117
LPL Financial
California
$6.68M -$61.4K -6,413 -1%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$6.67M -$25.7K -2,688 -0.4%
TC
119
Tejara Capital
United Kingdom
$6.64M +$1.4M +146,100 +31%
GAM
120
Gotham Asset Management
New York
$6.61M -$1.56M -163,177 -21%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$6.6M -$980K -102,308 -14%
BCM
122
Beddow Capital Management
Wyoming
$6.52M +$163K +17,020 +3%
CA
123
Continental Advisors
Utah
$6.48M -$321K -33,500 -5%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.35M +$339K +35,411 +6%
PCM
125
Poehling Capital Management
Wisconsin
$6.3M -$1.74M -181,285 -24%

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.