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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
HW
126
Hancock Whitney
Mississippi
$5.57M -$737K -76,973 -13%
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$5.56M +$455K +47,470 +10%
YLHM
128
Yelin Lapidot Holdings Management
Israel
$5.53M -$4.36K -455 -0.1%
BB
129
Bell Bank
North Dakota
$5.37M -$77.3K -8,073 -2%
Asset Management One
130
Asset Management One
Japan
$5.1M -$374K -39,026 -8%
CCM
131
Cutler Capital Management
Massachusetts
$5.01M +$270K +28,181 +6%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$4.98M +$169K +17,681 +4%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$4.94M +$168K +17,546 +4%
CWP
134
Cyndeo Wealth Partners
Florida
$4.89M +$1.08M +112,846 +33%
IMRF
135
Illinois Municipal Retirement Fund
Illinois
$4.87M
UIM
136
USS Investment Management
United Kingdom
$4.78M +$636K +66,421 +18%
Jane Street
137
Jane Street
New York
$4.71M +$2.08M +217,694 +100%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$4.68M +$228K +23,826 +6%
US Bancorp
139
US Bancorp
Minnesota
$4.57M -$431K -44,985 -10%
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
$4.56M +$702K +73,359 +21%
Canada Pension Plan Investment Board
141
Canada Pension Plan Investment Board
Ontario, Canada
$4.43M
DPAM
142
Degroof Petercam Asset Management
Belgium
$4.39M +$3.88M +404,904 New
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$4.33M +$149K +15,550 +4%
SOMRS
144
State of Michigan Retirement System
Michigan
$4.33M +$29.7K +3,100 +0.8%
WI
145
WBI Investments
New Jersey
$4.2M +$1.76M +183,747 +90%
ProShare Advisors
146
ProShare Advisors
Maryland
$3.98M -$105K -10,992 -3%
Nomura Asset Management
147
Nomura Asset Management
Japan
$3.85M +$287K +29,967 +9%
KCM
148
Kempner Capital Management
Texas
$3.83M +$822K +85,831 +32%
ARA
149
Alexander Randolph Advisory
Virginia
$3.8M +$3.36M +351,090 New
GI
150
GAMCO Investors
Connecticut
$3.79M -$434K -45,290 -11%

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.