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Viatris

1,043 hedge funds and large institutions have $12.7B invested in Viatris in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 288 increasing their positions, 537 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

2% less capital invested

Capital invested by funds: $12.9B → $12.7B (-$261M)

3.29% less ownership

Funds ownership: 76.83%73.55% (-3.3%)

6% less funds holding

Funds holding: 1,1151,043 (-72)

41% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 154

42% less call options, than puts

Call options by funds: $130M | Put options by funds: $223M

46% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 537

Holders
1,043
Holders Change
-72
Holders Change %
-6.46%
% of All Funds
18.15%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
91
Increased
288
Reduced
537
Closed
154
Calls
$130M
Puts
$223M
Net Calls
-$93.2M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
351
Systematic Alpha Investments
New Jersey
$797K +$43.1K +2,976 +6%
HCM
352
Highlander Capital Management
New Jersey
$795K -$8.32K -575 -1%
NGA
353
Naples Global Advisors
Florida
$794K +$311K +21,518 +63%
HNB
354
Huntington National Bank
Ohio
$793K -$191K -13,190 -19%
NMIMC
355
Northwestern Mutual Investment Management Company
Wisconsin
$784K +$2.4K +166 +0.3%
JCM
356
Jacobi Capital Management
Pennsylvania
$779K +$71.1K +4,914 +10%
PAG
357
Private Advisor Group
New Jersey
$761K -$61.1K -4,222 -7%
CCM
358
Coerente Capital Management
Ontario, Canada
$758K -$29.6K -2,047 -4%
RJT
359
Raymond James Trust
Florida
$748K -$157K -10,861 -17%
VMPIC
360
Varma Mutual Pension Insurance Co
Finland
$744K -$622K -43,011 -45%
FCI
361
Financial Counselors Inc
Kansas
$739K -$125K -8,628 -14%
MCM
362
Monarch Capital Management
Indiana
$739K +$64.1K +4,433 +9%
SIP
363
Stoneridge Investment Partners
Pennsylvania
$735K
AP
364
Advisor Partners
California
$729K -$165K -11,395 -18%
WA
365
WealthTrust Axiom
Pennsylvania
$727K -$940 -65 -0.1%
SC
366
Searle & Co
Connecticut
$726K
PI
367
PEAK6 Investments
Illinois
$723K -$486K -33,595 -40%
NIM
368
NuWave Investment Management
New Jersey
$721K +$644K +44,495 +749%
RC
369
RegentAtlantic Capital
New Jersey
$714K -$142K -9,844 -16%
WS
370
Wedbush Securities
California
$714K +$110K +7,606 +18%
JG
371
Jefferies Group
New York
$702K -$9.79K -677 -1%
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$696K +$33.9K +2,342 +5%
SFS
373
Sowell Financial Services
Arkansas
$694K -$112K -7,751 -14%
LCM
374
Logan Capital Management
Pennsylvania
$693K +$20.7K +1,430 +3%
FP
375
Factorial Partners
New York
$690K -$227K -15,700 -25%

VTRS Hedge Fund Activity: Q2 2021 in Review

1,043 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q2 2021, worth a combined $12.7B — down 2% from $12.9B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of VTRS and 91 opened new positions — a net loss of 63 holders — while 537 trimmed existing stakes and 288 added.

The largest buyer was Bank of New York Mellon, adding an estimated $69.4M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $160M sold.

  • 1,043 institutional investors held Viatris (VTRS) as of Q2 2021, down from 1,115 in Q1 2021.
  • Funds reported $12.7B of Viatris stock for Q2 2021, down 2% quarter-over-quarter.
  • 91 funds opened new Viatris positions in Q2 2021 and 154 closed out, a net change of -63 holders.
  • The largest Viatris buyer in Q2 2021 was Bank of New York Mellon, an estimated $69.4M added.
  • The largest Viatris seller in Q2 2021 was Pzena Investment Management, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2021.