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Viatris

1,014 hedge funds and large institutions have $10.5B invested in Viatris in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 259 increasing their positions, 439 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

19% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $39.7M

14% more capital invested

Capital invested by funds: $9.27B → $10.5B (+$1.26B)

6% more funds holding

Funds holding: 9601,014 (+54)

2.66% more ownership

Funds ownership: 78.4%81.06% (+2.7%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

41% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 439

Holders
1,014
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
14.78%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
139
Increased
259
Reduced
439
Closed
75
Calls
$47.2M
Puts
$39.7M
Net Calls
+$7.43M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.54B -$3.25M -339,224 -0.2%
BlackRock
2
BlackRock
New York
$1B +$20.7M +2,162,300 +2%
DSA
3
Davis Selected Advisers
Arizona
$679M -$13.4M -1,402,057 -2%
State Street
4
State Street
Massachusetts
$671M +$8M +835,024 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$536M -$7.17M -749,259 -1%
Invesco
6
Invesco
Georgia
$326M +$18.2M +1,903,702 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$297M +$6.21M +648,654 +2%
Morgan Stanley
8
Morgan Stanley
New York
$287M +$134M +13,997,945 +112%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$226M +$49.7M +5,189,192 +33%
Ameriprise
10
Ameriprise
Minnesota
$224M +$11.3M +1,183,905 +6%
DM
11
Deerfield Management
New York
$215M -$10 -1 -0%
CCM
12
Camber Capital Management
Massachusetts
$200M -$14.4M -1,500,000 -8%
RCMNY
13
Rubric Capital Management (New York)
New York
$190M +$41.3M +4,317,892 +33%
SPC
14
Slate Path Capital
New York
$165M +$98.5M +10,287,000 +208%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$132M +$14.3M +1,492,195 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$128M +$569K +59,393 +0.5%
Norges Bank
17
Norges Bank
Norway
$126M +$346K +36,091 +0.3%
Northern Trust
18
Northern Trust
Illinois
$122M -$7.68M -801,969 -7%
Charles Schwab
19
Charles Schwab
California
$121M +$3.79M +396,204 +4%
A
20
AustralianSuper
Australia
$117M +$31.2M +3,261,384 +43%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$112M -$4.61M -481,344 -4%
Deutsche Bank
22
Deutsche Bank
Germany
$104M +$31.3M +3,268,801 +51%
LSV Asset Management
23
LSV Asset Management
Illinois
$102M +$2.34M +244,166 +3%
Legal & General Group
24
Legal & General Group
United Kingdom
$98.8M +$777K +81,107 +0.9%
AQR Capital Management
25
AQR Capital Management
Connecticut
$97M -$36.4M -3,797,688 -30%

VTRS Hedge Fund Activity: Q4 2023 in Review

1,014 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2023, worth a combined $10.5B — up 14% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VTRS positions and 75 closed out — a net gain of 64 holders — while 259 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Arrowstreet Capital, cutting an estimated $77.6M.

  • 1,014 institutional investors held Viatris (VTRS) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $10.5B of Viatris stock for Q4 2023, up 14% quarter-over-quarter.
  • 139 funds opened new Viatris positions in Q4 2023 and 75 closed out, a net change of +64 holders.
  • The largest Viatris buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest Viatris seller in Q4 2023 was Arrowstreet Capital, an estimated $77.6M sold.

Based on aggregated 13F filings for Q4 2023.