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
CNB
201
Czech National Bank
Czech Republic
$2.28M +$4.41K +461 +0.2%
HighTower Advisors
202
HighTower Advisors
Illinois
$2.27M -$272K -28,434 -12%
URS
203
Utah Retirement Systems
Utah
$2.24M +$6.7K +700 +0.3%
Simplex Trading
204
Simplex Trading
Illinois
$2.24M +$441K +46,086 +29%
RGI
205
River Global Investors
United Kingdom
$2.23M -$149K -15,600 -7%
CAN
206
Cetera Advisor Networks
California
$2.22M -$77.5K -8,090 -4%
BAMF
207
BI Asset Management Fondsmaeglerselskab
Denmark
$2.17M +$692K +72,255 +57%
CM
208
CM Management
Florida
$2.17M +$718K +75,000 +60%
CT
209
ClearAlpha Technologies
Connecticut
$2.16M +$1.91M +199,887 New
EWA
210
EP Wealth Advisors
California
$2.12M -$4.12K -430 -0.2%
FP
211
Factorial Partners
New York
$2.11M +$19.2K +2,000 +1%
BNP Paribas Asset Management
212
BNP Paribas Asset Management
France
$2.09M +$91.6K +9,566 +5%
FAF
213
Fjarde Ap-fonden
Sweden
$2.08M -$352K -36,800 -16%
OAM
214
Ostrum Asset Management
France
$2.06M +$7.67K +801 +0.4%
TAF
215
Tredje AP-fonden
Sweden
$2.06M -$76.5K -7,994 -4%
Osaic Holdings
216
Osaic Holdings
Arizona
$2.04M -$807K -84,301 -31%
Korea Investment Corp
217
Korea Investment Corp
South Korea
$2.02M +$381K +39,806 +27%
SC
218
Scotia Capital
Ontario, Canada
$2.01M -$299K -31,219 -14%
Creative Planning
219
Creative Planning
Kansas
$1.95M +$45.7K +4,772 +3%
PTC
220
Philadelphia Trust Company
Pennsylvania
$1.92M +$1.1M +115,000 +186%
Hudson Bay Capital Management
221
Hudson Bay Capital Management
Connecticut
$1.9M -$81.4K -8,500 -5%
ECM
222
Estabrook Capital Management
New York
$1.89M -$293K -30,628 -15%
NFC
223
Northeast Financial Consultants
Connecticut
$1.88M -$5.87K -613 -0.4%
Citadel Advisors
224
Citadel Advisors
Florida
$1.86M -$1.47M -153,728 -47%
NYLIM
225
New York Life Investment Management
New York
$1.84M -$53.9K -5,634 -3%

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.