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Viatris

548 hedge funds and large institutions have $20B invested in Viatris in 2013 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 190 increasing their positions, 216 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $148M | Put options by funds: $72.8M

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more capital invested

Capital invested by funds: $16.5B → $20B (+$3.55B)

4% more funds holding

Funds holding: 528548 (+20)

12% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 216

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
17.77%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.75%
New
65
Increased
190
Reduced
216
Closed
41
Calls
$148M
Puts
$72.8M
Net Calls
+$75.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$7.57B -$3.79M -107,751 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B +$13.2M +373,703 +1%
State Street
3
State Street
Massachusetts
$606M -$5.48M -155,690 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$546M -$47.2M -1,341,154 -9%
PC
5
Paulson & Co
New York
$463M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$436M +$244M +6,926,675 +154%
BIT
7
BlackRock Institutional Trust
California
$378M -$1.7M -48,278 -0.5%
BFA
8
BlackRock Fund Advisors
California
$349M +$28.4M +806,966 +10%
JHIU
9
Janus Henderson Investors US
Colorado
$279M -$107M -3,051,340 -29%
Bank of America
10
Bank of America
North Carolina
$264M -$177M -5,024,415 -42%
Goldman Sachs
11
Goldman Sachs
New York
$263M -$63.1M -1,791,288 -21%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$236M +$8.5M +241,374 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$226M +$1.81M +51,448 +0.9%
Invesco
14
Invesco
Georgia
$225M +$35.7M +1,014,199 +21%
TCIM
15
TIAA CREF Investment Management
New York
$208M -$24.6M -699,282 -11%
Northern Trust
16
Northern Trust
Illinois
$203M -$4.52M -128,302 -2%
O
17
OrbiMed
New York
$193M +$2.18M +62,000 +1%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$191M -$26.1M -742,040 -13%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$189M -$45.7M -1,297,464 -21%
HCM
20
Herndon Capital Management
Georgia
$169M +$78.7M +2,236,064 +102%
Wells Fargo
21
Wells Fargo
California
$151M -$4.88M -138,693 -3%
Morgan Stanley
22
Morgan Stanley
New York
$137M +$7.92M +225,026 +7%
Norges Bank
23
Norges Bank
Norway
$131M +$77.6M +2,204,270 +180%
BG
24
BlackRock Group
United Kingdom
$118M +$19M +539,375 +21%
Citadel Advisors
25
Citadel Advisors
Florida
$111M +$63.2M +1,796,157 +160%

VTRS Hedge Fund Activity: Q3 2013 in Review

548 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2013, worth a combined $20B — up 21% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTRS positions and 41 closed out — a net gain of 24 holders — while 190 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Bank of America, cutting an estimated $177M.

  • 548 institutional investors held Viatris (VTRS) as of Q3 2013, up from 528 in Q2 2013.
  • Funds reported $20B of Viatris stock for Q3 2013, up 21% quarter-over-quarter.
  • 65 funds opened new Viatris positions in Q3 2013 and 41 closed out, a net change of +24 holders.
  • The largest Viatris buyer in Q3 2013 was Fidelity Investments, an estimated $244M added.
  • The largest Viatris seller in Q3 2013 was Bank of America, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2013.