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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
SFO
451
Standard Family Office
South Dakota
$386K +$1.81K +125 +0.5%
MIC
452
Meridian Investment Counsel
California
$385K -$26.7K -1,848 -6%
MFG
453
MidWestOne Financial Group
Iowa
$383K -$1.94M -133,849 -83%
BPA
454
Beacon Pointe Advisors
California
$382K +$235K +16,249 +155%
RIM
455
Redpoint Investment Management
Australia
$379K -$84K -5,803 -17%
ASN
456
Advisory Services Network
Georgia
$378K -$6.16K -426 -2%
SACTSONJ
457
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$377K
SIM
458
SummerHaven Investment Management
Connecticut
$376K +$9.4K +650 +3%
American Century Companies
459
American Century Companies
Missouri
$371K
AIL
460
AGF Investments LLC
Ontario, Canada
$371K +$7.94K +549 +2%
JIC
461
Johnson Investment Counsel
Ohio
$369K -$2.72K -188 -0.7%
MHC
462
Meyer Handelman Company
New York
$362K -$521K -36,017 -59%
WF
463
Welch & Forbes
Massachusetts
$359K -$65.9K -4,558 -15%
Parallax Volatility Advisers
464
Parallax Volatility Advisers
California
$357K -$742K -51,294 -67%
BRWA
465
B. Riley Wealth Advisors
Florida
$355K -$81.7K -5,647 -19%
BIA
466
Barry Investment Advisors
Massachusetts
$355K -$12.5K -864 -3%
BS
467
Boenning & Scattergood
Pennsylvania
$353K +$358K +24,719 New
BSW
468
Buckingham Strategic Wealth
Missouri
$351K -$15.8K -1,093 -4%
RE
469
RBC Europe
United Kingdom
$347K -$20K -1,380 -5%
O
470
Ossiam
France
$346K -$486K -33,606 -58%
KA
471
Kovack Advisors
Florida
$345K +$449 +31 +0.1%
PVH
472
Psagot Value Holdings
Israel
$343K +$334K +23,105 +2,564%
CCM
473
Campbell Capital Management
Florida
$340K -$4.27K -295 -1%
RG
474
Rathbones Group
United Kingdom
$333K -$79.3K -5,482 -19%
GJIC
475
Gamble Jones Investment Counsel
California
$333K -$13.1K -903 -4%

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.