We are live on ! Find out more
VTRS icon

Viatris

520 hedge funds and large institutions have $15.5B invested in Viatris in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 200 increasing their positions, 173 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 173

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4% less call options, than puts

Call options by funds: $301M | Put options by funds: $314M

8% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 66

1.17% less ownership

Funds ownership: 84.98%83.81% (-1.2%)

2% less funds holding

Funds holding: 530520 (-10)

14% less capital invested

Capital invested by funds: $18.1B → $15.5B (-$2.53B)

Holders
520
Holders Change
-10
Holders Change %
-1.89%
% of All Funds
11.9%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
61
Increased
200
Reduced
173
Closed
66
Calls
$301M
Puts
$314M
Net Calls
-$13.3M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.72B +$11.4M +291,081 +0.6%
BlackRock
2
BlackRock
New York
$1.44B -$3.07M -78,321 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.27B +$2.05M +52,200 +0.1%
State Street
4
State Street
Massachusetts
$772M +$24.9M +634,649 +3%
Pzena Investment Management
5
Pzena Investment Management
New York
$763M -$6.99M -178,223 -0.8%
Invesco
6
Invesco
Georgia
$572M +$40.1M +1,022,216 +7%
PC
7
Paulson & Co
New York
$417M
Bank of New York Mellon
8
Bank of New York Mellon
New York
$340M +$89.6M +2,284,545 +32%
FPA
9
First Pacific Advisors
California
$339M -$3.04M -77,520 -0.8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$331M +$6.6M +168,347 +2%
Capital World Investors
11
Capital World Investors
California
$277M +$301M +7,661,506 New
MMH
12
Menora Mivtachim Holdings
Israel
$254M -$945K -24,097 -0.3%
GC
13
Greenlight Capital
New York
$248M -$31.1M -793,000 -10%
Fidelity International
14
Fidelity International
Bermuda
$243M +$47.2M +1,201,932 +22%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$242M +$12.7M +323,362 +5%
Norges Bank
16
Norges Bank
Norway
$222M +$10.6M +270,043 +5%
Goldman Sachs
17
Goldman Sachs
New York
$210M -$432M -11,000,437 -65%
Deutsche Bank
18
Deutsche Bank
Germany
$198M +$9.15M +233,334 +4%
Northern Trust
19
Northern Trust
Illinois
$197M -$837K -21,339 -0.4%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$195M +$5.65M +144,075 +3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$185M +$25.3M +644,643 +14%
PHS
22
PFM Health Sciences
California
$162M -$5.62M -143,359 -3%
AQR Capital Management
23
AQR Capital Management
Connecticut
$136M -$75.7M -1,929,983 -34%
O
24
OrbiMed
New York
$134M +$73.3M +1,868,500 +102%
Citadel Advisors
25
Citadel Advisors
Florida
$121M +$17.4M +442,868 +15%

VTRS Hedge Fund Activity: Q2 2018 in Review

520 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q2 2018, worth a combined $15.5B — down 14% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of VTRS and 61 opened new positions — a net loss of 5 holders — while 173 trimmed existing stakes and 200 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $432M.

  • 520 institutional investors held Viatris (VTRS) as of Q2 2018, down from 530 in Q1 2018.
  • Funds reported $15.5B of Viatris stock for Q2 2018, down 14% quarter-over-quarter.
  • 61 funds opened new Viatris positions in Q2 2018 and 66 closed out, a net change of -5 holders.
  • The largest Viatris buyer in Q2 2018 was Capital World Investors, an estimated $301M added.
  • The largest Viatris seller in Q2 2018 was Goldman Sachs, an estimated $432M sold.

Based on aggregated 13F filings for Q2 2018.