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Viatris

661 hedge funds and large institutions have $19.3B invested in Viatris in 2014 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 249 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

29% more capital invested

Capital invested by funds: $15B → $19.3B (+$4.3B)

5% more funds holding

Funds holding: 629661 (+32)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 249

38% less call options, than puts

Call options by funds: $321M | Put options by funds: $517M

Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
17.63%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.8%
New
98
Increased
211
Reduced
249
Closed
54
Calls
$321M
Puts
$517M
Net Calls
-$196M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B +$88.3M +1,643,606 +6%
Goldman Sachs
2
Goldman Sachs
New York
$1.29B +$44.4M +827,016 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.08B -$76.8M -1,430,179 -7%
State Street
4
State Street
Massachusetts
$924M +$22.2M +412,643 +3%
PC
5
Paulson & Co
New York
$843M +$132M +2,453,700 +20%
ACM
6
Americafirst Capital Management
California
$617M +$588K +10,944 New
BFA
7
BlackRock Fund Advisors
California
$581M +$4.54M +84,577 +0.8%
BIT
8
BlackRock Institutional Trust
California
$547M +$561K +10,456 +0.1%
Lazard Asset Management
9
Lazard Asset Management
New York
$350M +$46.4M +863,754 +16%
Invesco
10
Invesco
Georgia
$349M -$11.3M -210,328 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$343M +$125M +2,336,588 +62%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$318M -$50.2M -933,991 -14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$310M -$23.6M -440,190 -7%
Northern Trust
14
Northern Trust
Illinois
$305M +$5.26M +97,872 +2%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$256M -$7.01M -130,555 -3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$253M +$208M +3,865,442 +628%
Fidelity International
17
Fidelity International
Bermuda
$219M -$887K -16,520 -0.4%
HCM
18
Herndon Capital Management
Georgia
$217M -$1.04M -19,452 -0.5%
TCIM
19
TIAA CREF Investment Management
New York
$212M +$53.1M +989,138 +36%
BG
20
BlackRock Group
United Kingdom
$210M +$3.12M +58,055 +2%
Bessemer Group
21
Bessemer Group
New Jersey
$201M +$454K +8,463 +0.2%
Bank of America
22
Bank of America
North Carolina
$194M -$159M -2,956,617 -46%
Deutsche Bank
23
Deutsche Bank
Germany
$179M +$26.5M +493,633 +18%
JHIU
24
Janus Henderson Investors US
Colorado
$165M -$104M -1,933,715 -40%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$161M +$7.44M +138,631 +5%

VTRS Hedge Fund Activity: Q4 2014 in Review

661 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2014, worth a combined $19.3B — up 29% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VTRS positions and 54 closed out — a net gain of 44 holders — while 211 added to existing stakes and 249 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $159M.

  • 661 institutional investors held Viatris (VTRS) as of Q4 2014, up from 629 in Q3 2014.
  • Funds reported $19.3B of Viatris stock for Q4 2014, up 29% quarter-over-quarter.
  • 98 funds opened new Viatris positions in Q4 2014 and 54 closed out, a net change of +44 holders.
  • The largest Viatris buyer in Q4 2014 was T. Rowe Price Associates, an estimated $208M added.
  • The largest Viatris seller in Q4 2014 was Bank of America, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2014.