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Viatris

1,008 hedge funds and large institutions have $11.5B invested in Viatris in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 411 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56M | Put options by funds: $37.2M

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$974M)

8% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 95

0.15% more ownership

Funds ownership: 81.06%81.2% (+0.15%)

1% less funds holding

Funds holding: 1,0141,008 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 411

Holders
1,008
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.52%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
103
Increased
311
Reduced
411
Closed
95
Calls
$56M
Puts
$37.2M
Net Calls
+$18.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$2.71M +$18.2K +1,511 +0.7%
Fisher Asset Management
202
Fisher Asset Management
Washington
$2.66M +$66.6K +5,529 +3%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$2.65M -$154K -12,746 -5%
ETC
204
Exchange Traded Concepts
Oklahoma
$2.64M +$2.65M +219,725 +20,440%
CNB
205
Czech National Bank
Czech Republic
$2.52M +$11.7K +969 +0.5%
URS
206
Utah Retirement Systems
Utah
$2.47M -$4.82K -400 -0.2%
FAF
207
Fjarde Ap-fonden
Sweden
$2.46M +$166K +13,800 +7%
ISL
208
Ingalls & Snyder LLC
New York
$2.39M -$190K -15,809 -7%
CM
209
CM Management
Florida
$2.39M
HWAM
210
Hennion & Walsh Asset Management
New Jersey
$2.38M +$571K +47,428 +31%
P
211
Pitcairn
Pennsylvania
$2.36M -$596K -49,502 -20%
Creative Planning
212
Creative Planning
Kansas
$2.35M +$201K +16,696 +9%
Simplex Trading
213
Simplex Trading
Illinois
$2.33M -$136K -11,297 -5%
CAN
214
Cetera Advisor Networks
California
$2.3M -$150K -12,449 -6%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$2.27M -$319K -26,451 -12%
OAM
216
Ostrum Asset Management
France
$2.27M
TAF
217
Tredje AP-fonden
Sweden
$2.27M
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$2.24M +$2.11M +175,419 +1,414%
SO
219
STRS Ohio
Ohio
$2.2M +$532K +44,192 +32%
EWA
220
EP Wealth Advisors
California
$2.2M -$136K -11,296 -6%
BCV
221
Banque Cantonale Vaudoise
Switzerland
$2.2M +$1.97M +163,594 +799%
CW
222
Connectus Wealth
Ohio
$2.19M +$2.21M +183,116 New
KCM
223
Kendall Capital Management
Maryland
$2.17M +$188K +15,625 +9%
HighTower Advisors
224
HighTower Advisors
Illinois
$2.16M -$346K -28,741 -13%
Two Sigma Advisers
225
Two Sigma Advisers
New York
$2.15M -$21.2M -1,755,900 -91%

VTRS Hedge Fund Activity: Q1 2024 in Review

1,008 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2024, worth a combined $11.5B — up 9.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VTRS positions and 95 closed out — a net gain of 8 holders — while 311 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $146M.

  • 1,008 institutional investors held Viatris (VTRS) as of Q1 2024, down from 1,014 in Q4 2023.
  • Funds reported $11.5B of Viatris stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 103 funds opened new Viatris positions in Q1 2024 and 95 closed out, a net change of +8 holders.
  • The largest Viatris buyer in Q1 2024 was T. Rowe Price Associates, an estimated $101M added.
  • The largest Viatris seller in Q1 2024 was Morgan Stanley, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2024.