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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
IAN
601
Integrated Advisors Network
Texas
$180K +$15.1K +1,043 +9%
MYAM
602
Meiji Yasuda Asset Management
Japan
$179K -$113K -7,807 -38%
TPWA
603
TRUE Private Wealth Advisors
Oregon
$178K -$30.6K -2,118 -15%
BAM
604
Boyar Asset Management
New York
$178K
TMAM
605
Tokio Marine Asset Management
Japan
$177K +$26.4K +1,825 +17%
WANY
606
Wealthspire Advisors (New York)
New York
$176K -$130K -8,960 -42%
HW
607
Hancock Whitney
Mississippi
$176K -$27.4K -1,892 -13%
GG
608
Gofen & Glossberg
Illinois
$176K -$26.7K -1,847 -13%
CC
609
Chicago Capital
Illinois
$176K -$1.39K -96 -0.8%
CWA
610
Clearview Wealth Advisors
Oregon
$176K +$203 +14 +0.1%
CFS
611
CRA Financial Services
New Jersey
$176K +$11K +759 +7%
CLOS
612
Compagnie Lombard Odier SCmA
Switzerland
$175K +$45.9K +3,174 +35%
CFA
613
Carroll Financial Associates
North Carolina
$171K -$13.5K -933 -7%
IC
614
IEQ Capital
California
$171K +$173K +11,941 New
PWLP
615
Prio Wealth Limited Partnership
Massachusetts
$170K -$17.2K -1,186 -9%
VCA
616
Verdence Capital Advisors
Maryland
$170K +$172K +11,908 New
EWM
617
Endurance Wealth Management
Rhode Island
$169K -$12.7K -877 -7%
LNC
618
Lincoln National Corp
Pennsylvania
$169K -$2.94K -203 -2%
GAM
619
Griffin Asset Management
New York
$169K +$171K +11,805 New
ZF
620
Zhang Financial
Michigan
$169K +$171K +11,837 New
QP
621
Quilter Plc
United Kingdom
$168K -$35.6K -2,460 -17%
EWA
622
EP Wealth Advisors
California
$167K -$16.8K -1,158 -9%
NNP
623
Nachman Norwood & Parrott
South Carolina
$167K -$6.9K -477 -4%
6M
624
6 Meridian
Kansas
$167K -$1.53K -106 -0.9%
CCM
625
Condor Capital Management
New Jersey
$167K +$796 +55 +0.5%

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.