Viatris
VTRS
472 hedge funds and large institutions have $12.8B invested in Viatris in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 195 increasing their positions, 167 reducing their positions, and 90 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 167
2.88% more ownership
Funds ownership: 72.96% → 75.84% (+2.9%)
12% less funds holding
Funds holding: 537 → 472 (-65)
16% less capital invested
Capital invested by funds: $15.2B → $12.8B (-$2.42B)
35% less funds holding in top 10
Funds holding in top 10: 20 → 13 (-7)
41% less call options, than puts
Call options by funds: $131M | Put options by funds: $222M
66% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$352M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$173M |
| 3 |
JP Morgan Chase
New York
|
+$85.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$84.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$83.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$234M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$193M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$116M |
| 4 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$54.7M |
| 5 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
-$52.5M |
VTRS Hedge Fund Activity: Q3 2017 in Review
472 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2017, worth a combined $12.8B — down 16% from $15.2B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of VTRS and 31 opened new positions — a net loss of 59 holders — while 167 trimmed existing stakes and 195 added.
The largest buyer was Pzena Investment Management, adding an estimated $352M. The largest seller was T. Rowe Price Associates, cutting an estimated $234M.
- 472 institutional investors held Viatris (VTRS) as of Q3 2017, down from 537 in Q2 2017.
- Funds reported $12.8B of Viatris stock for Q3 2017, down 16% quarter-over-quarter.
- 31 funds opened new Viatris positions in Q3 2017 and 90 closed out, a net change of -59 holders.
- The largest Viatris buyer in Q3 2017 was Pzena Investment Management, an estimated $352M added.
- The largest Viatris seller in Q3 2017 was T. Rowe Price Associates, an estimated $234M sold.
Based on aggregated 13F filings for Q3 2017.