We are live on ! Find out more
VTRS icon

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
TAM
151
Tocqueville Asset Management
New York
$3.75M +$17K +1,780 +0.5%
DWM
152
Dorchester Wealth Management
Quebec, Canada
$3.62M -$931K -97,218 -23%
KBC Group
153
KBC Group
Belgium
$3.6M -$13.1K -1,368 -0.4%
ASRS
154
Arizona State Retirement System
Arizona
$3.57M +$24.5K +2,560 +0.8%
FAF
155
Första AP-fonden
Sweden
$3.51M -$5.4M -563,600 -63%
AIM
156
Achmea Investment Management
Netherlands
$3.48M -$397K -41,413 -11%
Millennium Management
157
Millennium Management
New York
$3.44M -$9.97M -1,041,589 -77%
AIG
158
American International Group
New York
$3.41M -$27K -2,819 -0.9%
BF
159
BOK Financial
Oklahoma
$3.39M -$396K -41,344 -12%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$3.39M -$3.17M -331,013 -51%
SCM
161
Shelton Capital Management
Colorado
$3.31M +$2.16K +226 +0.1%
AB
162
Amalgamated Bank
New York
$3.26M -$13.1K -1,364 -0.5%
CEI
163
Clark Estates Inc
New York
$3.21M
DnB Asset Management
164
DnB Asset Management
Norway
$3.2M -$48.4K -5,055 -2%
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$3.19M -$1.19M -124,319 -30%
Bank of Nova Scotia
166
Bank of Nova Scotia
Ontario, Canada
$3.18M -$4.43M -462,132 -61%
MIM
167
MetLife Investment Management
New Jersey
$3.15M -$52.4K -5,474 -2%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$3.15M +$1.03M +107,412 +59%
VIM
169
Vinva Investment Management
Australia
$3.09M +$1.66M +173,644 +156%
SOADOR
170
State of Alaska Department of Revenue
Alaska
$3.09M -$69.2K -7,225 -2%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$3.04M -$353K -36,825 -12%
II
172
IFM Investors
Australia
$3.01M
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$2.98M -$97.5K -10,185 -4%
ERSOT
174
Employees Retirement System of Texas
Texas
$2.94M
Natixis Advisors
175
Natixis Advisors
Massachusetts
$2.91M -$432K -45,130 -14%

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.