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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
TI
526
tru Independence
Oregon
$255K +$4.38K +303 +2%
FIM
527
Freedom Investment Management
Connecticut
$254K -$3.66K -253 -1%
ACM
528
Argyle Capital Management
Pennsylvania
$250K -$4.38K -303 -2%
IWC
529
Integrated Wealth Concepts
Massachusetts
$249K -$8.68K -600 -3%
EM
530
Excalibur Management
Massachusetts
$249K -$7.93K -548 -3%
AAM
531
AR Asset Management
California
$248K -$2.78K -192 -1%
MGIA
532
Moneta Group Investment Advisors
Missouri
$248K +$21.2K +1,464 +9%
FM
533
Foster & Motley
Ohio
$242K -$396K -27,385 -62%
VFPI
534
Vantage Financial Partners (Illinois)
Illinois
$242K +$28.9K +2,000 +13%
WSFS
535
Wilmington Savings Fund Society
Delaware
$240K -$25.1K -1,732 -9%
BB
536
Busey Bank
Illinois
$240K -$15.1K -1,046 -6%
TCM
537
Teza Capital Management
Illinois
$240K +$243K +16,786 New
AMG
538
Advisors Management Group
Wisconsin
$237K -$4.36K -301 -2%
FWM
539
Focused Wealth Management
New York
$237K +$7.36K +509 +3%
AIP
540
Ameritas Investment Partners
Nebraska
$236K -$15.1K -1,042 -6%
SCM
541
Shelton Capital Management
Colorado
$234K -$1.78K -123 -0.7%
HAG
542
HighPoint Advisor Group
Illinois
$234K +$51.7K +3,574 +28%
CCP
543
Corient Capital Partners
California
$234K +$237K +16,364 New
MCM
544
Monument Capital Management
Virginia
$230K +$233K +16,122 New
LNWWM
545
Laird Norton Wetherby Wealth Management
California
$228K -$23K -1,589 -9%
PI
546
Pettee Investors
Connecticut
$228K -$2.42K -167 -1%
WP
547
WealthSource Partners
California
$227K -$1.49K -103 -0.6%
RFWA
548
RPg Family Wealth Advisory
Massachusetts
$227K +$230K +15,880 New
Lido Advisors
549
Lido Advisors
California
$224K -$58 -4 -0%
JIP
550
Jaffetilchin Investment Partners
Florida
$223K +$172K +11,885 New

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.