Viatris
VTRS
530 hedge funds and large institutions have $18.1B invested in Viatris in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 157 increasing their positions, 208 reducing their positions, and 75 closing their positions.
37% more call options, than puts
Call options by funds: $549M | Put options by funds: $400M
4.21% more ownership
Funds ownership: 80.77% → 84.98% (+4.2%)
1% less capital invested
Capital invested by funds: $18.3B → $18.1B (-$248M)
8% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 75
1% less funds holding
Funds holding: 538 → 530 (-8)
9% less funds holding in top 10
Funds holding in top 10: 22 → 20 (-2)
25% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 208
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$257M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$219M |
| 3 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$207M |
| 4 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$197M |
| 5 |
Goldman Sachs
New York
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$150M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$117M |
| 3 |
GC
Greenlight Capital
New York
|
-$108M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$103M |
| 5 |
SIG
Senator Investment Group
New York
|
-$84.6M |
VTRS Hedge Fund Activity: Q1 2018 in Review
530 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2018, worth a combined $18.1B — down 1.4% from $18.3B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of VTRS and 69 opened new positions — a net loss of 6 holders — while 208 trimmed existing stakes and 157 added.
The largest buyer was Fidelity Investments, adding an estimated $257M. The largest seller was Franklin Resources, cutting an estimated $150M.
- 530 institutional investors held Viatris (VTRS) as of Q1 2018, down from 538 in Q4 2017.
- Funds reported $18.1B of Viatris stock for Q1 2018, down 1.4% quarter-over-quarter.
- 69 funds opened new Viatris positions in Q1 2018 and 75 closed out, a net change of -6 holders.
- The largest Viatris buyer in Q1 2018 was Fidelity Investments, an estimated $257M added.
- The largest Viatris seller in Q1 2018 was Franklin Resources, an estimated $150M sold.
Based on aggregated 13F filings for Q1 2018.