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Viatris

440 hedge funds and large institutions have $7.43B invested in Viatris in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 124 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 124

11% more capital invested

Capital invested by funds: $6.7B → $7.43B (+$728M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2.75% more ownership

Funds ownership: 87.04%89.79% (+2.8%)

5% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 61

2% less funds holding

Funds holding: 448440 (-8)

60% less call options, than puts

Call options by funds: $121M | Put options by funds: $301M

Holders
440
Holders Change
-8
Holders Change %
-1.79%
% of All Funds
9.02%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
58
Increased
176
Reduced
124
Closed
61
Calls
$121M
Puts
$301M
Net Calls
-$181M
Net Calls Change
-$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$934M +$21.4M +1,322,918 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$922M -$23.3M -1,438,233 -2%
BlackRock
3
BlackRock
New York
$707M +$22.9M +1,411,421 +3%
State Street
4
State Street
Massachusetts
$390M +$18.2M +1,125,809 +5%
Pzena Investment Management
5
Pzena Investment Management
New York
$270M -$45.2M -2,789,005 -14%
Fidelity International
6
Fidelity International
Bermuda
$244M +$27.8M +1,713,907 +13%
DM
7
Deerfield Management
New York
$195M
AQR Capital Management
8
AQR Capital Management
Connecticut
$193M +$14.4M +890,829 +8%
PC
9
Paulson & Co
New York
$185M -$8.54M -527,140 -4%
CCM
10
Camber Capital Management
Massachusetts
$177M +$52M +3,205,000 +41%
Ameriprise
11
Ameriprise
Minnesota
$166M +$80.1M +4,941,806 +92%
SPC
12
Slate Path Capital
New York
$164M -$9.56M -590,000 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$163M +$3.83M +236,349 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$120M +$5.01M +309,313 +4%
Northern Trust
15
Northern Trust
Illinois
$95.6M +$5.7M +351,894 +6%
Invesco
16
Invesco
Georgia
$94.8M -$48.2M -2,972,518 -34%
SC
17
Samlyn Capital
New York
$91.1M -$26.3M -1,620,135 -22%
Norges Bank
18
Norges Bank
Norway
$86.4M +$2.97M +183,409 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$79.3M -$3.71M -228,677 -4%
HIIFS
20
Harel Insurance Investments & Financial Services
Israel
$63.7M
Legal & General Group
21
Legal & General Group
United Kingdom
$60.5M +$2.83M +174,421 +5%
Charles Schwab
22
Charles Schwab
California
$59.8M -$18.7K -1,155 -0%
SIG
23
Senator Investment Group
New York
$56.3M +$56.7M +3,500,000 New
Goldman Sachs
24
Goldman Sachs
New York
$54.8M -$10.1M -625,393 -16%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$54.5M +$10.6M +652,652 +24%

VTRS Hedge Fund Activity: Q2 2020 in Review

440 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q2 2020, worth a combined $7.43B — up 11% from $6.7B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of VTRS and 58 opened new positions — a net loss of 3 holders — while 124 trimmed existing stakes and 176 added.

The largest buyer was Ameriprise, adding an estimated $80.1M. The largest seller was Invesco, cutting an estimated $48.2M.

  • 440 institutional investors held Viatris (VTRS) as of Q2 2020, down from 448 in Q1 2020.
  • Funds reported $7.43B of Viatris stock for Q2 2020, up 11% quarter-over-quarter.
  • 58 funds opened new Viatris positions in Q2 2020 and 61 closed out, a net change of -3 holders.
  • The largest Viatris buyer in Q2 2020 was Ameriprise, an estimated $80.1M added.
  • The largest Viatris seller in Q2 2020 was Invesco, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2020.