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Viatris

622 hedge funds and large institutions have $19.3B invested in Viatris in 2015 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 193 increasing their positions, 240 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

34% more capital invested

Capital invested by funds: $14.4B → $19.3B (+$4.87B)

16% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 98

16% more call options, than puts

Call options by funds: $565M | Put options by funds: $486M

2% more funds holding

Funds holding: 612622 (+10)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 240

Holders
622
Holders Change
+10
Holders Change %
+1.63%
% of All Funds
16.32%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.92%
New
114
Increased
193
Reduced
240
Closed
98
Calls
$565M
Puts
$486M
Net Calls
+$78.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.42B -$104M -2,158,412 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B +$16.7M +347,829 +1%
PC
3
Paulson & Co
New York
$1.23B +$42.4M +881,000 +4%
Goldman Sachs
4
Goldman Sachs
New York
$1.09B +$228M +4,733,952 +31%
State Street
5
State Street
Massachusetts
$912M +$22.2M +460,886 +3%
BFA
6
BlackRock Fund Advisors
California
$603M -$59.4M -1,235,541 -10%
BIT
7
BlackRock Institutional Trust
California
$565M -$1.84M -38,363 -0.4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$537M +$151M +3,139,664 +46%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$487M +$14.9M +310,402 +4%
Invesco
10
Invesco
Georgia
$365M -$10.8M -225,200 -3%
Fidelity International
11
Fidelity International
Bermuda
$315M +$22.2M +460,840 +9%
Bank of America
12
Bank of America
North Carolina
$305M +$172M +3,586,937 +175%
CG
13
Carmignac Gestion
France
$290M -$4.04M -83,998 -2%
BG
14
BlackRock Group
United Kingdom
$271M -$32.7M -680,720 -12%
Northern Trust
15
Northern Trust
Illinois
$270M -$13.6M -283,391 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$233M +$20.2M +420,466 +11%
TCIM
17
TIAA CREF Investment Management
New York
$225M +$23.9M +497,964 +14%
BA
18
BlackRock Advisors
Delaware
$221M -$103M -2,136,994 -34%
UBS Group
19
UBS Group
Switzerland
$209M +$22.3M +464,652 +14%
O
20
OppenheimerFunds
New York
$191M +$16.1M +334,696 +10%
Deutsche Bank
21
Deutsche Bank
Germany
$186M +$30M +623,983 +22%
SHCM
22
Sachem Head Capital Management
New York
$181M +$161M +3,350,000 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$181M +$2.32M +48,214 +1%
Norges Bank
24
Norges Bank
Norway
$173M +$1.84M +38,363 +1%
O
25
OrbiMed
New York
$171M +$152M +3,157,000 New

VTRS Hedge Fund Activity: Q4 2015 in Review

622 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2015, worth a combined $19.3B — up 34% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VTRS positions and 98 closed out — a net gain of 16 holders — while 193 added to existing stakes and 240 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $228M. The largest seller was Wellington Management Group, cutting an estimated $104M.

  • 622 institutional investors held Viatris (VTRS) as of Q4 2015, up from 612 in Q3 2015.
  • Funds reported $19.3B of Viatris stock for Q4 2015, up 34% quarter-over-quarter.
  • 114 funds opened new Viatris positions in Q4 2015 and 98 closed out, a net change of +16 holders.
  • The largest Viatris buyer in Q4 2015 was Goldman Sachs, an estimated $228M added.
  • The largest Viatris seller in Q4 2015 was Wellington Management Group, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2015.