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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
Retirement Systems of Alabama
176
Retirement Systems of Alabama
Alabama
$2.86M -$65.3K -6,823 -3%
COPPSERS
177
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.85M +$206K +21,525 +9%
QCM
178
QRG Capital Management
Illinois
$2.8M -$179K -18,669 -7%
GF
179
Gabelli Funds
New York
$2.78M -$297K -31,000 -11%
APF
180
Alaska Permanent Fund
Alaska
$2.76M +$6.33K +661 +0.3%
Wealthfront Advisers
181
Wealthfront Advisers
California
$2.76M +$669K +69,867 +38%
LA
182
LBP AM
France
$2.75M +$2.43M +254,288 New
P
183
Pitcairn
Pennsylvania
$2.67M -$741K -77,414 -24%
TPSF
184
Texas Permanent School Fund
Texas
$2.67M -$8.82K -921 -0.4%
Truist Financial
185
Truist Financial
North Carolina
$2.65M +$703K +73,453 +43%
RJFSA
186
Raymond James Financial Services Advisors
Florida
$2.63M -$199K -20,755 -8%
CM
187
CastleKnight Management
New York
$2.56M +$2.26M +236,500 New
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$2.54M -$84.1K -8,785 -4%
VPIM
189
Vanguard Personalized Indexing Management
California
$2.5M +$987K +103,069 +81%
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.49M +$28.8K +3,012 +1%
GC
191
Globeflex Capital
California
$2.48M
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$2.45M -$242K -25,229 -10%
AAIM
193
American Assets Investment Management
California
$2.44M
DGAM
194
Desjardins Global Asset Management
Quebec, Canada
$2.43M +$470K +49,058 +28%
Comerica Bank
195
Comerica Bank
Texas
$2.39M +$81.3K +8,491 +4%
SG Americas Securities
196
SG Americas Securities
New York
$2.36M +$971K +101,362 +87%
RIM
197
Redwood Investment Management
Arizona
$2.35M +$265K +27,720 +15%
Fisher Asset Management
198
Fisher Asset Management
Washington
$2.35M -$1.58K -165 -0.1%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$2.35M -$163K -16,993 -7%
ISL
200
Ingalls & Snyder LLC
New York
$2.34M -$105K -10,963 -5%

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.