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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
HC
426
Henshaw Capital
Massachusetts
$464K -$649K -44,855 -58%
V
427
Veritable
Delaware
$458K +$7.15K +494 +2%
MML Investors Services
428
MML Investors Services
Massachusetts
$457K -$105K -7,244 -18%
KRSITF
429
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$450K -$16.9K -1,166 -4%
WCMN
430
Westchester Capital Management (Nebraska)
Nebraska
$449K -$34.8K -2,404 -7%
TGAM
431
TBH Global Asset Management
Tennessee
$439K +$444K +30,692 New
RIG
432
Roosevelt Investment Group
New York
$432K +$2.16K +149 +0.5%
AOWM
433
Alpha Omega Wealth Management
Virginia
$428K +$11.2K +774 +3%
BFS
434
Bard Financial Services
Connecticut
$427K -$43K -2,970 -9%
SCM
435
SOL Capital Management
Maryland
$427K +$111K +7,696 +35%
B
436
BP
United Kingdom
$424K -$188K -12,983 -30%
QI
437
QS Investors
New York
$420K
CCC
438
Cincinnati Casualty Company
Ohio
$419K
BC
439
Bridgefront Capital
Texas
$417K +$422K +29,173 New
PG
440
Pendal Group
Australia
$416K -$293K -20,266 -41%
BS
441
Banco Santander
Spain
$408K -$56.3K -3,891 -12%
CSIC
442
Clifford Swan Investment Counsel
California
$406K -$140K -9,682 -25%
KFA
443
Kelleher Financial Advisors
New York
$405K -$11.4K -787 -3%
SFI
444
Siemens Fonds Invest
Germany
$403K
KFP
445
Keystone Financial Planning
Ohio
$400K -$10.8K -749 -3%
ETC
446
Exchange Traded Concepts
Oklahoma
$396K +$29.2K +2,015 +8%
PAM
447
Private Asset Management
California
$395K -$42.5K -2,937 -10%
AIC
448
Archer Investment Corporation
Indiana
$392K -$215K -14,866 -35%
FT
449
Fiduciary Trust
Massachusetts
$392K -$122K -8,462 -24%
SWRP
450
Summit Wealth & Retirement Planning
California
$391K -$23.1K -1,600 -6%

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.