Viatris
VTRS
433 hedge funds and large institutions have $7.09B invested in Viatris in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 138 reducing their positions, and 54 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 138
2.97% more ownership
Funds ownership: 89.79% → 92.76% (+3%)
5% less capital invested
Capital invested by funds: $7.43B → $7.09B (-$342M)
2% less funds holding
Funds holding: 440 → 433 (-7)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
11% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 54
52% less call options, than puts
Call options by funds: $201M | Put options by funds: $423M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
+$128M |
| 2 |
Goldman Sachs
New York
|
+$45M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$34.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$32.8M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$73.9M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$54.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$39.5M |
| 4 |
JG
Jefferies Group
New York
|
-$24.4M |
| 5 |
Morgan Stanley
New York
|
-$22.2M |
VTRS Hedge Fund Activity: Q3 2020 in Review
433 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2020, worth a combined $7.09B — down 4.6% from $7.43B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of VTRS and 48 opened new positions — a net loss of 6 holders — while 138 trimmed existing stakes and 157 added.
The largest buyer was Empyrean Capital Partners, adding an estimated $128M. The largest seller was AQR Capital Management, cutting an estimated $73.9M.
- 433 institutional investors held Viatris (VTRS) as of Q3 2020, down from 440 in Q2 2020.
- Funds reported $7.09B of Viatris stock for Q3 2020, down 4.6% quarter-over-quarter.
- 48 funds opened new Viatris positions in Q3 2020 and 54 closed out, a net change of -6 holders.
- The largest Viatris buyer in Q3 2020 was Empyrean Capital Partners, an estimated $128M added.
- The largest Viatris seller in Q3 2020 was AQR Capital Management, an estimated $73.9M sold.
Based on aggregated 13F filings for Q3 2020.