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Viatris
VTRS

Overview Fund Activity

1,197 hedge funds and large institutions have $17.5B invested in Viatris in 2020 Q4 according to their latest regulatory filings, with 825 funds opening new positions, 305 increasing their positions, 56 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
+766
Holders Change %
+177.73%
% of All Funds
21.24%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.43%
New
825
Increased
305
Reduced
56
Closed
54
Calls
$295M
Puts
$471M
Net Calls
-$177M
Net Calls Change
+$45.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.39B
2
BlackRock
BlackRock
New York
+$868M
3
Macquarie Group
Macquarie Group
Australia
+$699M
4
Capital World Investors
Capital World Investors
California
+$623M
5
State Street
State Street
Massachusetts
+$534M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$192M
2
ECP
Empyrean Capital Partners
California
-$125M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$68.3M
4
Fidelity International
Fidelity International
Bermuda
-$56.6M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
501
Cullinan Associates
Kentucky
$554K +$554K +29,539 New
IWC
502
Integrated Wealth Concepts
Massachusetts
$552K +$326K +17,376 +144%
SWRP
503
Summit Wealth & Retirement Planning
California
$550K -$9.8K -523 -2%
CCC
504
Cincinnati Casualty Company
Ohio
$550K +$550K +29,332 New
ECM
505
Evergreen Capital Management
Washington
$547K +$547K +29,203 New
VAM
506
Veritas Asset Management
United Kingdom
$540K +$540K +28,835 New
KFP
507
Keystone Financial Planning
Ohio
$539K +$539K +28,751 New
HTC
508
Haverford Trust Company
Pennsylvania
$538K +$538K +28,709 New
ATC
509
Argent Trust Co
Tennessee
$538K +$538K +28,727 New
ONB
510
Old National Bancorp
Indiana
$534K +$534K +28,480 New
PP
511
Palladium Partners
Virginia
$531K +$531K +28,327 New
PMG
512
ProVise Management Group
Florida
$525K +$525K +28,019 New
CA
513
Callahan Advisors
Texas
$522K +$522K +27,863 New
JWM
514
Jeppson Wealth Management
California
$519K +$519K +27,709 New
SFO
515
Standard Family Office
South Dakota
$517K +$517K +27,592 New
PVWM
516
Point View Wealth Management
New Jersey
$516K +$229K +12,202 +80%
CTA
517
Chesley Taft & Associates
Illinois
$512K +$512K +27,295 New
BIA
518
Barry Investment Advisors
Massachusetts
$508K +$508K +27,094 New
HIIFS
519
Harel Insurance Investments & Financial Services
Israel
$507K -$33.6M -564,709 -99%
Federated Hermes
520
Federated Hermes
Pennsylvania
$496K +$411K +21,942 +484%
TWP
521
Tempus Wealth Planning
California
$496K +$496K +26,443 New
SACTSONJ
522
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$494K +$93K +4,963 +23%
ASN
523
Advisory Services Network
Georgia
$494K +$349K +18,645 +241%
DY
524
Dowling & Yahnke
California
$492K +$492K +26,262 New
KFA
525
Kelleher Financial Advisors
New York
$489K +$489K +26,089 New
19 20
21
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