We are live on ! Find out more
VTRS icon

Viatris
VTRS

537 hedge funds and large institutions have $15.2B invested in Viatris in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 211 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 187

1.99% more ownership

Funds ownership: 70.97% → 72.96% (+2%)

2% more capital invested

Capital invested by funds: $14.8B → $15.2B (+$366M)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

5% less funds holding

Funds holding: 568 → 537 (-31)

32% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 81

37% less call options, than puts

Call options by funds: $179M | Put options by funds: $285M

Holders
537
Holders Change
-31
Holders Change %
-5.46%
% of All Funds
13.39%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
55
Increased
211
Reduced
187
Closed
81
Calls
$179M
Puts
$285M
Net Calls
-$106M
Net Calls Change
+$4.34M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
+$195M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$136M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$135M
4
FPA
First Pacific Advisors
California
+$109M
5
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$83.4M

Top Sellers

1
LCM
Laurion Capital Management
New York
-$214M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$107M
3
Renaissance Technologies
Renaissance Technologies
New York
-$97M
4
Morgan Stanley
Morgan Stanley
New York
-$78.3M
5
AL
Appaloosa LP
New Jersey
-$74.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.84B +$37.8M +985,980 +2%
BlackRock
2
BlackRock
New York
$1.58B +$67.2M +1,751,515 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.28B +$136M +3,531,974 +12%
State Street
4
State Street
Massachusetts
$796M +$12.4M +321,977 +2%
PC
5
Paulson & Co
New York
$619M -$51.5M -1,340,787 -8%
Invesco
6
Invesco
Georgia
$520M +$10.8M +281,142 +2%
Pzena Investment Management
7
Pzena Investment Management
New York
$479M +$195M +5,077,371 +70%
GC
8
Greenlight Capital
New York
$415M +$77.1M +2,009,400 +23%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$404M +$135M +3,518,476 +51%
Franklin Resources
10
Franklin Resources
California
$332M -$56.3M -1,466,689 -15%
UBS Group
11
UBS Group
Switzerland
$329M +$54.9M +1,431,107 +20%
FPA
12
First Pacific Advisors
California
$318M +$109M +2,837,780 +53%
Goldman Sachs
13
Goldman Sachs
New York
$292M +$50.7M +1,320,934 +21%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$269M +$18.4M +480,500 +7%
Fidelity International
15
Fidelity International
Bermuda
$195M +$3.66M +95,505 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$195M +$19.4M +505,430 +11%
Northern Trust
17
Northern Trust
Illinois
$194M -$943K -24,585 -0.5%
TCIM
18
TIAA CREF Investment Management
New York
$190M +$22M +572,409 +13%
CI
19
Clal Insurance
Israel
$186M +$41.9M +1,092,630 +30%
Norges Bank
20
Norges Bank
Norway
$180M -$31M -806,830 -15%
CCM
21
Camber Capital Management
Massachusetts
$165M +$3.84M +100,000 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$150M -$10.6M -276,597 -7%
MMH
23
Menora Mivtachim Holdings
Israel
$145M -$7.67M -200,000 -5%
Deutsche Bank
24
Deutsche Bank
Germany
$136M -$31.4M -818,026 -19%
O
25
OppenheimerFunds
New York
$131M +$503K +13,120 +0.4%
1
2 3 4 5

VTRS Hedge Fund Activity: Q2 2017 in Review

537 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q2 2017, worth a combined $15.2B — up 2.5% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VTRS and 55 opened new positions — a net loss of 26 holders — while 187 trimmed existing stakes and 211 added.

The largest buyer was Pzena Investment Management, adding an estimated $195M. The largest seller was Laurion Capital Management, cutting an estimated $214M.

  • 537 institutional investors held Viatris (VTRS) as of Q2 2017, down from 568 in Q1 2017.
  • Funds reported $15.2B of Viatris stock for Q2 2017, up 2.5% quarter-over-quarter.
  • 55 funds opened new Viatris positions in Q2 2017 and 81 closed out, a net change of -26 holders.
  • The largest Viatris buyer in Q2 2017 was Pzena Investment Management, an estimated $195M added.
  • The largest Viatris seller in Q2 2017 was Laurion Capital Management, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2017.