Viatris
VTRS
538 hedge funds and large institutions have $18.3B invested in Viatris in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 182 increasing their positions, 168 reducing their positions, and 50 closing their positions.
142% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 50
69% more funds holding in top 10
Funds holding in top 10: 13 → 22 (+9)
44% more capital invested
Capital invested by funds: $12.8B → $18.3B (+$5.57B)
40% more call options, than puts
Call options by funds: $536M | Put options by funds: $382M
14% more funds holding
Funds holding: 472 → 538 (+66)
4.93% more ownership
Funds ownership: 75.84% → 80.77% (+4.9%)
8% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 168
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$146M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$140M |
| 3 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$124M |
| 4 |
JP Morgan Chase
New York
|
+$116M |
| 5 |
Millennium Management
New York
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$145M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$110M |
| 3 |
O
OppenheimerFunds
New York
|
-$91.5M |
| 4 |
PC
Paulson & Co
New York
|
-$87.5M |
| 5 |
O
OrbiMed
New York
|
-$67.5M |
VTRS Hedge Fund Activity: Q4 2017 in Review
538 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2017, worth a combined $18.3B — up 44% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new VTRS positions and 50 closed out — a net gain of 71 holders — while 182 added to existing stakes and 168 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $146M. The largest seller was Franklin Resources, cutting an estimated $145M.
- 538 institutional investors held Viatris (VTRS) as of Q4 2017, up from 472 in Q3 2017.
- Funds reported $18.3B of Viatris stock for Q4 2017, up 44% quarter-over-quarter.
- 121 funds opened new Viatris positions in Q4 2017 and 50 closed out, a net change of +71 holders.
- The largest Viatris buyer in Q4 2017 was Goldman Sachs, an estimated $146M added.
- The largest Viatris seller in Q4 2017 was Franklin Resources, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2017.