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Viatris

568 hedge funds and large institutions have $14.8B invested in Viatris in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 223 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

32% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 169

18% more capital invested

Capital invested by funds: $12.5B → $14.8B (+$2.31B)

9.72% more ownership

Funds ownership: 61.25%70.97% (+9.7%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 542568 (+26)

29% less call options, than puts

Call options by funds: $270M | Put options by funds: $380M

Holders
568
Holders Change
+26
Holders Change %
+4.8%
% of All Funds
14.14%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
96
Increased
223
Reduced
169
Closed
62
Calls
$270M
Puts
$380M
Net Calls
-$110M
Net Calls Change
+$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.81B +$47M +1,165,852 +3%
BlackRock
2
BlackRock
New York
$1.51B +$1.52B +37,745,774 +3,505%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.14B +$44M +1,090,791 +4%
State Street
4
State Street
Massachusetts
$787M +$9.45M +234,521 +1%
PC
5
Paulson & Co
New York
$674M -$134M -3,328,113 -16%
Invesco
6
Invesco
Georgia
$511M +$214M +5,306,542 +68%
Franklin Resources
7
Franklin Resources
California
$390M +$403M +9,989,168 +49,851%
GC
8
Greenlight Capital
New York
$339M +$887K +22,000 +0.3%
Pzena Investment Management
9
Pzena Investment Management
New York
$283M +$293M +7,262,316 New
UBS Group
10
UBS Group
Switzerland
$275M +$45.2M +1,121,749 +19%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$269M +$231M +5,732,311 +495%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$251M +$19M +471,673 +8%
Goldman Sachs
13
Goldman Sachs
New York
$242M +$16.6M +410,891 +7%
LCM
14
Laurion Capital Management
New York
$218M +$226M +5,601,756 New
Norges Bank
15
Norges Bank
Norway
$212M +$43.4M +1,075,380 +25%
FPA
16
First Pacific Advisors
California
$209M +$91.3M +2,263,869 +73%
Northern Trust
17
Northern Trust
Illinois
$196M +$4.92M +122,038 +2%
Fidelity International
18
Fidelity International
Bermuda
$192M +$24.9M +617,082 +14%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$176M +$15.2M +378,296 +9%
Deutsche Bank
20
Deutsche Bank
Germany
$169M +$42.6M +1,057,690 +32%
TCIM
21
TIAA CREF Investment Management
New York
$168M +$113M +2,813,653 +187%
Morgan Stanley
22
Morgan Stanley
New York
$163M +$76.1M +1,888,905 +83%
CCM
23
Camber Capital Management
Massachusetts
$162M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$161M -$108M -2,667,920 -39%
MMH
25
Menora Mivtachim Holdings
Israel
$154M +$40.2M +998,200 +34%

VTRS Hedge Fund Activity: Q1 2017 in Review

568 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2017, worth a combined $14.8B — up 18% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTRS positions and 62 closed out — a net gain of 34 holders — while 223 added to existing stakes and 169 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52B. The largest seller was Paulson & Co, cutting an estimated $134M.

  • 568 institutional investors held Viatris (VTRS) as of Q1 2017, up from 542 in Q4 2016.
  • Funds reported $14.8B of Viatris stock for Q1 2017, up 18% quarter-over-quarter.
  • 96 funds opened new Viatris positions in Q1 2017 and 62 closed out, a net change of +34 holders.
  • The largest Viatris buyer in Q1 2017 was BlackRock, an estimated $1.52B added.
  • The largest Viatris seller in Q1 2017 was Paulson & Co, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2017.