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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
AAM
651
Auxier Asset Management
Oregon
$150K -$3.08K -213 -2%
SWM
652
Stockman Wealth Management
Montana
$150K +$152K +10,506 New
WCG
653
Weaver Consulting Group
California
$150K +$152K +10,530 New
RCAG
654
Rehmann Capital Advisory Group
Michigan
$149K -$18.5K -1,278 -11%
MAFM
655
Mid Atlantic Financial Management
Pennsylvania
$149K -$9.24K -639 -6%
IIA
656
IPG Investment Advisors
California
$148K +$150K +10,369 New
MBTD
657
Mechanics Bank - Trust Department
California
$148K -$102K -7,072 -41%
MLIC
658
Mandatum Life Insurance Company
Finland
$147K
EF
659
Empirical Finance
Pennsylvania
$147K +$149K +10,317 New
PA
660
Pinnacle Associates
New York
$146K -$66.8K -4,618 -31%
CIA
661
Choate Investment Advisors
Massachusetts
$146K -$40.2K -2,777 -21%
MA
662
Montag & Associates
Georgia
$145K -$12K -829 -8%
NRS
663
Neville Rodie & Shaw
New York
$144K -$19.5K -1,350 -12%
GWM
664
Geneos Wealth Management
Colorado
$144K -$19.1K -1,317 -12%
CA
665
Clearstead Advisors
Ohio
$143K -$34K -2,351 -19%
WA
666
WestEnd Advisors
North Carolina
$142K
CFB
667
Cullen/Frost Bankers
Texas
$139K -$34.1K -2,358 -20%
BG
668
Bollard Group
Massachusetts
$134K -$7.46K -516 -5%
WT
669
Washington Trust
Rhode Island
$130K +$22K +1,521 +20%
AIM
670
Anchor Investment Management
South Carolina
$130K -$47.1K -3,255 -26%
PMAS
671
PNC Managed Account Solutions
Texas
$127K +$129K +8,920 New
CAM
672
Cacti Asset Management
Georgia
$126K
RHDIC
673
R.H. Dinel Investment Counsel
California
$124K
IRC
674
Investors Research Corp
Georgia
$123K -$1.49K -103 -1%
KFP
675
KB Financial Partners
New Jersey
$122K -$38.5K -2,658 -24%

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.