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Viatris

670 hedge funds and large institutions have $22.9B invested in Viatris in 2015 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 199 increasing their positions, 242 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 84

34% more funds holding in top 10

Funds holding in top 10: 3243 (+11)

25% more call options, than puts

Call options by funds: $987M | Put options by funds: $791M

21% more capital invested

Capital invested by funds: $19B → $22.9B (+$3.93B)

8% more funds holding

Funds holding: 618670 (+52)

18% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 242

Holders
670
Holders Change
+52
Holders Change %
+8.41%
% of All Funds
18.05%
Holding in Top 10
43
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+34.38%
% of All Funds
1.16%
New
144
Increased
199
Reduced
242
Closed
84
Calls
$987M
Puts
$791M
Net Calls
+$196M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.96B +$502M +7,104,840 +33%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.61B -$417M -5,896,969 -20%
PC
3
Paulson & Co
New York
$1.49B +$492M +6,964,661 +47%
Goldman Sachs
4
Goldman Sachs
New York
$1.2B -$141M -1,990,067 -10%
State Street
5
State Street
Massachusetts
$1.12B +$45.6M +645,065 +4%
BIT
6
BlackRock Institutional Trust
California
$715M +$52.7M +746,361 +8%
BFA
7
BlackRock Fund Advisors
California
$698M -$42.3M -599,100 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$674M +$35.2M +498,449 +5%
Invesco
9
Invesco
Georgia
$633M +$184M +2,607,128 +39%
Lazard Asset Management
10
Lazard Asset Management
New York
$426M +$58.8M +832,038 +15%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$383M -$96.1M -1,360,012 -19%
Northern Trust
12
Northern Trust
Illinois
$372M +$2.23M +31,606 +0.6%
Fidelity International
13
Fidelity International
Bermuda
$320M +$74M +1,047,764 +29%
BG
14
BlackRock Group
United Kingdom
$314M +$7.22M +102,104 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$271M -$48.8M -690,245 -15%
PCM
16
Pentwater Capital Management
Florida
$256M +$267M +3,779,791 New
TCIM
17
TIAA CREF Investment Management
New York
$230M -$36.7M -519,934 -13%
BA
18
BlackRock Advisors
Delaware
$227M -$44M -622,817 -16%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$221M +$21.5M +304,375 +10%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$184M +$147M +2,082,072 +327%
YCMGA
21
York Capital Management Global Advisors
New York
$174M +$181M +2,561,480 New
Wells Fargo
22
Wells Fargo
California
$166M +$39.9M +565,252 +30%
Allianz Asset Management
23
Allianz Asset Management
Germany
$160M +$17.7M +250,972 +12%
Jennison Associates
24
Jennison Associates
New York
$158M +$24M +339,540 +17%
RCM
25
Roystone Capital Management
New York
$146M +$40.6M +575,000 +36%

VTRS Hedge Fund Activity: Q2 2015 in Review

670 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q2 2015, worth a combined $22.9B — up 21% from $19B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new VTRS positions and 84 closed out — a net gain of 60 holders — while 199 added to existing stakes and 242 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $502M. The largest seller was Vanguard Group, cutting an estimated $417M.

  • 670 institutional investors held Viatris (VTRS) as of Q2 2015, up from 618 in Q1 2015.
  • Funds reported $22.9B of Viatris stock for Q2 2015, up 21% quarter-over-quarter.
  • 144 funds opened new Viatris positions in Q2 2015 and 84 closed out, a net change of +60 holders.
  • The largest Viatris buyer in Q2 2015 was Wellington Management Group, an estimated $502M added.
  • The largest Viatris seller in Q2 2015 was Vanguard Group, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2015.