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Viatris

1,206 hedge funds and large institutions have $17.5B invested in Viatris in 2020 Q4 according to their latest regulatory filings, with 832 funds opening new positions, 307 increasing their positions, 56 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,441% more first-time investments, than exits

New positions opened: 832 | Existing positions closed: 54

448% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 56

179% more funds holding

Funds holding: 4331,206 (+773)

147% more capital invested

Capital invested by funds: $7.09B → $17.5B (+$10.4B)

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

15.03% less ownership

Funds ownership: 92.76%77.73% (-15%)

37% less call options, than puts

Call options by funds: $295M | Put options by funds: $471M

Holders
1,206
Holders Change
+773
Holders Change %
+178.52%
% of All Funds
21.34%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.42%
New
832
Increased
307
Reduced
56
Closed
54
Calls
$295M
Puts
$471M
Net Calls
-$177M
Net Calls Change
+$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.42B +$1.21B +74,203,834 +135%
BlackRock
2
BlackRock
New York
$1.68B +$755M +46,310,814 +107%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.31B +$181M +11,078,948 +19%
State Street
4
State Street
Massachusetts
$985M +$465M +28,489,453 +118%
Macquarie Group
5
Macquarie Group
Australia
$720M +$608M +37,279,852 +3,296%
Capital World Investors
6
Capital World Investors
California
$623M +$543M +33,267,251 New
LCM
7
Laurion Capital Management
New York
$435M +$379M +23,234,371 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$426M +$205M +12,584,211 +124%
Pzena Investment Management
9
Pzena Investment Management
New York
$320M -$1.36M -83,320 -0.5%
DM
10
Deerfield Management
New York
$295M +$40M +2,450,000 +18%
Northern Trust
11
Northern Trust
Illinois
$259M +$130M +7,967,786 +136%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$237M +$78.9M +4,836,259 +62%
CCM
13
Camber Capital Management
Massachusetts
$225M
SPC
14
Slate Path Capital
New York
$222M +$26.7M +1,640,000 +16%
DSA
15
Davis Selected Advisers
Arizona
$220M +$191M +11,727,007 New
PC
16
Paulson & Co
New York
$215M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$206M +$95.9M +5,881,435 +115%
Norges Bank
18
Norges Bank
Norway
$205M +$92.8M +5,687,185 +108%
Fidelity International
19
Fidelity International
Bermuda
$204M -$49.3M -3,022,754 -22%
Bank of America
20
Bank of America
North Carolina
$184M +$140M +8,581,056 +702%
Deutsche Bank
21
Deutsche Bank
Germany
$182M +$109M +6,702,750 +222%
SC
22
Samlyn Capital
New York
$175M +$36.7M +2,252,996 +32%
Legal & General Group
23
Legal & General Group
United Kingdom
$163M +$79.7M +4,887,482 +128%
Charles Schwab
24
Charles Schwab
California
$155M +$76.3M +4,680,083 +130%
JP Morgan Chase
25
JP Morgan Chase
New York
$138M +$104M +6,372,373 +646%

VTRS Hedge Fund Activity: Q4 2020 in Review

1,206 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2020, worth a combined $17.5B — up 147% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 832 funds opened new VTRS positions and 54 closed out — a net gain of 778 holders — while 307 added to existing stakes and 56 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.21B. The largest seller was Ameriprise, cutting an estimated $170M.

  • 1,206 institutional investors held Viatris (VTRS) as of Q4 2020, up from 433 in Q3 2020.
  • Funds reported $17.5B of Viatris stock for Q4 2020, up 147% quarter-over-quarter.
  • 832 funds opened new Viatris positions in Q4 2020 and 54 closed out, a net change of +778 holders.
  • The largest Viatris buyer in Q4 2020 was Vanguard Group, an estimated $1.21B added.
  • The largest Viatris seller in Q4 2020 was Ameriprise, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2020.