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Viatris
VTRS

Overview Fund Activity

1,106 hedge funds and large institutions have $12.9B invested in Viatris in 2021 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 274 increasing their positions, 550 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
-91
Holders Change %
-7.6%
% of All Funds
19.48%
Holding in Top 10
13
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-45.83%
% of All Funds
0.23%
New
163
Increased
274
Reduced
550
Closed
242
Calls
$117M
Puts
$225M
Net Calls
-$108M
Net Calls Change
+$68.7M

Top Buyers

1
DSA
Davis Selected Advisers
Arizona
+$413M
2
LCM
Laurion Capital Management
New York
+$115M
3
Macquarie Group
Macquarie Group
Australia
+$67.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$41M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$224M
2
SC
Samlyn Capital
New York
-$96.3M
3
Fidelity International
Fidelity International
Bermuda
-$81.9M
4
Pzena Investment Management
Pzena Investment Management
New York
-$78.5M
5
Boston Partners
Boston Partners
Massachusetts
-$68.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
626
B. Riley Wealth Management
Tennessee
$193K +$193K +13,841 New
PP
627
Palladium Partners
Virginia
$191K -$204K -14,633 -52%
SPC
628
Sigma Planning Corp
Michigan
$191K -$153K -10,990 -45%
Holocene Advisors
629
Holocene Advisors
New York
$191K -$141K -10,086 -42%
NA
630
NewEdge Advisors
Louisiana
$191K -$49.4K -3,526 -21%
CCG
631
Cypress Capital Group
Florida
$189K -$92K -6,570 -33%
WA
632
Wealth Alliance
New York
$187K +$35.8K +2,560 +24%
SIM
633
Sentry Investment Management
Wisconsin
$186K -$948K -67,972 -84%
ANB
634
Amarillo National Bank
Texas
$185K – – –
PFA
635
Pathway Financial Advisors
Vermont
$185K +$23.4K +1,500 +14%
DHFB
636
Dixon Hubard Feinour & Brown
Virginia
$185K +$185K +13,224 New
KIA
637
KCM Investment Advisors
California
$183K -$98.9K -7,095 -35%
TWMP
638
Taylor Wealth Management Partners
Massachusetts
$183K -$41.8K -3,002 -19%
PWLP
639
Prio Wealth Limited Partnership
Massachusetts
$183K -$41.3K -2,948 -18%
LFAS
640
Level Four Advisory Services
Texas
$183K -$31.6K -2,269 -15%
CT
641
Chicago Trust
Illinois
$183K +$9.81K +701 +6%
SWM
642
SeaCrest Wealth Management
New York
$181K -$45K -3,213 -20%
KS
643
Karpas Strategies
Connecticut
$181K -$599 -43 -0.3%
CIA
644
Choate Investment Advisors
Massachusetts
$181K +$181K +12,984 New
CFA
645
Carroll Financial Associates
North Carolina
$180K +$180K +12,934 New
APA
646
American Portfolios Advisors
New York
$179K +$44.1K +3,160 +33%
EWA
647
EP Wealth Advisors
California
$179K -$10.7K -767 -6%
FMBTD
648
First Midwest Bank Trust Division
Illinois
$179K +$179K +12,795 New
SWA
649
Stratos Wealth Advisors
Ohio
$178K -$61.6K -4,418 -26%
EWM
650
Endurance Wealth Management
Rhode Island
$177K +$177K +12,718 New
24 25
26
27 28