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Viatris

439 hedge funds and large institutions have $8.42B invested in Viatris in 2019 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 173 increasing their positions, 142 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $245M | Put options by funds: $175M

22% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 142

1.25% more ownership

Funds ownership: 84.67%85.92% (+1.2%)

7% less funds holding

Funds holding: 474439 (-35)

32% less capital invested

Capital invested by funds: $12.4B → $8.42B (-$3.96B)

32% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 87

50% less funds holding in top 10

Funds holding in top 10: 168 (-8)

Holders
439
Holders Change
-35
Holders Change %
-7.38%
% of All Funds
9.54%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
59
Increased
173
Reduced
142
Closed
87
Calls
$245M
Puts
$175M
Net Calls
+$70.4M
Net Calls Change
+$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B +$200M +9,026,215 +19%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.04B +$133M +6,003,232 +12%
BlackRock
3
BlackRock
New York
$802M +$46.3M +2,091,722 +5%
State Street
4
State Street
Massachusetts
$427M +$5.4M +244,244 +1%
Pzena Investment Management
5
Pzena Investment Management
New York
$402M +$1.69M +76,305 +0.4%
Invesco
6
Invesco
Georgia
$324M +$14.7M +664,498 +4%
AQR Capital Management
7
AQR Capital Management
Connecticut
$213M +$24.6M +1,111,009 +11%
PC
8
Paulson & Co
New York
$210M
FPA
9
First Pacific Advisors
California
$178M +$233K +10,542 +0.1%
CCM
10
Camber Capital Management
Massachusetts
$176M +$77.4M +3,500,000 +61%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$168M +$12.1M +549,334 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$152M -$25.6M -1,155,610 -13%
DM
13
Deerfield Management
New York
$142M +$94.3M +4,264,538 +133%
Fidelity International
14
Fidelity International
Bermuda
$125M +$1.6M +72,380 +1%
MMH
15
Menora Mivtachim Holdings
Israel
$122M +$6.73M +304,469 +5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$122M -$150K -6,780 -0.1%
Northern Trust
17
Northern Trust
Illinois
$109M +$4.09M +185,078 +3%
Norges Bank
18
Norges Bank
Norway
$95M
Goldman Sachs
19
Goldman Sachs
New York
$87.9M -$55M -2,487,222 -35%
Barclays
20
Barclays
United Kingdom
$87M +$33.5M +1,514,418 +50%
ClearBridge Investments
21
ClearBridge Investments
New York
$78.8M -$11.9M -539,804 -12%
Deutsche Bank
22
Deutsche Bank
Germany
$76.4M +$10.1M +458,539 +13%
HIIFS
23
Harel Insurance Investments & Financial Services
Israel
$76.2M +$7.67M +347,000 +9%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$64.7M +$11.7M +528,347 +18%
Legal & General Group
25
Legal & General Group
United Kingdom
$62.6M -$3.59M -162,454 -5%