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Viatris

1,071 hedge funds and large institutions have $12.1B invested in Viatris in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 284 increasing their positions, 446 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 121

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

35% more call options, than puts

Call options by funds: $233M | Put options by funds: $173M

5% more funds holding

Funds holding: 1,0161,071 (+55)

0.5% more ownership

Funds ownership: 73.42%73.91% (+0.5%)

0% more capital invested

Capital invested by funds: $12B → $12.1B (+$58.7M)

36% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 446

Holders
1,071
Holders Change
+55
Holders Change %
+5.41%
% of All Funds
16.48%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
188
Increased
284
Reduced
446
Closed
121
Calls
$233M
Puts
$173M
Net Calls
+$60.6M
Net Calls Change
+$92.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
401
Stratos Wealth Partners
Ohio
$605K -$119K -8,940 -17%
JCM
402
Jacobi Capital Management
Pennsylvania
$599K -$123K -9,219 -17%
AAS
403
Avantax Advisory Services
Texas
$597K +$46.7K +3,498 +9%
NGA
404
Naples Global Advisors
Florida
$586K -$165K -12,366 -22%
Renaissance Technologies
405
Renaissance Technologies
New York
$572K -$1.04M -77,916 -65%
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$568K +$51.7K +3,870 +10%
TCM
407
Teza Capital Management
Illinois
$568K +$276K +20,650 +97%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$558K +$46.7K +3,500 +9%
Bessemer Group
409
Bessemer Group
New Jersey
$557K +$51.7K +3,875 +10%
SLAM
410
Swiss Life Asset Management
$544K
William Blair & Company
411
William Blair & Company
Illinois
$540K -$38.2K -2,864 -7%
FIM
412
Fruth Investment Management
Texas
$537K +$2.34K +175 +0.4%
FCI
413
Financial Counselors Inc
Kansas
$536K -$125K -9,371 -19%
RIM
414
Regent Investment Management
Kentucky
$536K -$117K -8,797 -18%
WB
415
WesBanco Bank
West Virginia
$531K -$17.5K -1,312 -3%
DC
416
Davenport & Co
Virginia
$528K -$58K -4,344 -10%
SO
417
STRS Ohio
Ohio
$526K +$21.1K +1,579 +4%
NIM
418
NuWave Investment Management
New Jersey
$519K +$512K +38,355 New
BBVA
419
Banco Bilbao Vizcaya Argentaria
Spain
$513K -$701K -52,461 -57%
TGAM
420
TBH Global Asset Management
Tennessee
$512K +$23.5K +1,757 +5%
SLI
421
Sumitomo Life Insurance
Japan
$499K -$7.87K -589 -2%
AWM
422
AE Wealth Management
Kansas
$493K +$12.6K +945 +3%
AOWM
423
Alpha Omega Wealth Management
Virginia
$490K -$11.8K -884 -3%
FA
424
FDx Advisors
Illinois
$490K +$484K +36,249 New
LWAC
425
Laurel Wealth Advisors (California)
California
$487K +$481K +36,011 New

VTRS Hedge Fund Activity: Q4 2021 in Review

1,071 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2021, worth a combined $12.1B — up 0.49% from $12B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VTRS positions and 121 closed out — a net gain of 67 holders — while 284 added to existing stakes and 446 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $82.4M. The largest seller was Slate Path Capital, exiting entirely with an estimated $160M sold.

  • 1,071 institutional investors held Viatris (VTRS) as of Q4 2021, up from 1,016 in Q3 2021.
  • Funds reported $12.1B of Viatris stock for Q4 2021, up 0.49% quarter-over-quarter.
  • 188 funds opened new Viatris positions in Q4 2021 and 121 closed out, a net change of +67 holders.
  • The largest Viatris buyer in Q4 2021 was Bank of Montreal, an estimated $82.4M added.
  • The largest Viatris seller in Q4 2021 was Slate Path Capital, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2021.