We are live on ! Find out more
VTRS icon

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
FNF
376
Fidelity National Financial
Florida
$686K
BCM
377
Birmingham Capital Management
Alabama
$671K +$256K +17,699 +61%
MWA
378
MFA Wealth Advisors
Pennsylvania
$666K
AAM
379
Advisors Asset Management
Colorado
$662K -$561K -38,751 -46%
WAM
380
Weiss Asset Management
Massachusetts
$654K +$662K +45,739 New
IIM
381
Intact Investment Management
Quebec, Canada
$643K
SO
382
STRS Ohio
Ohio
$634K -$413K -28,545 -39%
DC
383
Davenport & Co
Virginia
$627K +$169K +11,682 +36%
GCIA
384
Gabelli & Co Investment Advisers
New York
$624K -$506K -34,944 -44%
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$622K +$78.2K +5,402 +14%
ESCM
386
Echo Street Capital Management
New York
$615K +$623K +43,057 New
WB
387
WesBanco Bank
West Virginia
$614K -$89.7K -6,202 -13%
AWA
388
Arete Wealth Advisors
Illinois
$614K -$4.66K -322 -0.7%
SC
389
Scotia Capital
Ontario, Canada
$612K -$247K -17,089 -29%
GSEP
390
Golden State Equity Partners
California
$612K +$5.47K +378 +0.9%
DADC
391
D.A. Davidson & Co
Montana
$606K +$84.3K +5,828 +16%
HIMC
392
Heritage Investors Management Corp
Maryland
$595K -$43.3K -2,993 -7%
CC
393
Centiva Capital
New York
$595K +$602K +41,640 New
HPC
394
HM Payson & Co
Maine
$589K -$229K -15,845 -28%
TWP
395
Tempus Wealth Planning
California
$589K +$64.7K +4,471 +12%
CTC
396
Central Trust Company
Missouri
$580K -$166K -11,464 -22%
SLI
397
Sumitomo Life Insurance
Japan
$573K -$78.2K -5,407 -12%
FRM
398
Fox Run Management
Connecticut
$573K +$344K +23,759 +145%
BFEC
399
Benjamin F. Edwards & Company
Missouri
$570K +$401K +27,682 +227%
ECM
400
Everence Capital Management
Indiana
$569K

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.