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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
FCA
701
FinTrust Capital Advisors
South Carolina
$77K +$38.6K +2,665 +97%
PHK
702
Point72 Hong Kong
Hong Kong
$77K +$78.3K +5,411 New
TFO
703
Tarbox Family Office
California
$75K +$10.9K +751 +17%
FP
704
Financial Perspectives
Minnesota
$75K -$987K -68,220 -93%
EBSAM
705
Eubel Brady & Suttman Asset Management
Ohio
$74K -$76.4K -5,283 -50%
CCC
706
Crescent Capital Consulting
Louisiana
$74K -$7.13K -493 -9%
FHA
707
First Horizon Advisors
Tennessee
$73K -$8.25K -570 -10%
OC
708
Oakworth Capital
Alabama
$72K -$1.58K -109 -2%
MCM
709
Manchester Capital Management
Vermont
$69K +$3.49K +241 +5%
AF
710
Advisornet Financial
Minnesota
$67K -$6.97K -482 -9%
PFGIA
711
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$3.85K -266 -5%
TPCW
712
TD Private Client Wealth
New York
$66.6K -$25.9K -1,791 -28%
MMG
713
Monetary Management Group
Missouri
$66K -$897 -62 -1%
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$64K -$27.7K -1,915 -30%
SCA
715
Stonebridge Capital Advisors
Minnesota
$64K +$32.8K +2,269 +98%
IF
716
Ironwood Financial
Arizona
$63K +$289 +20 +0.5%
HI
717
Hoey Investments
Pennsylvania
$62K -$27.9K -1,929 -31%
VNIM
718
Vaughan Nelson Investment Management
Texas
$62K +$63.3K +4,373 New
CFGS
719
Concourse Financial Group Securities
Alabama
$61K -$12.1K -838 -16%
PB
720
Pinnacle Bancorp
Nebraska
$61K +$62.3K +4,303 New
DAM
721
Delta Asset Management
Tennessee
$60K -$3.41K -236 -5%
FF
722
FourThought Financial
Florida
$59K -$10.4K -721 -15%
KFI
723
Key Financial Inc
Pennsylvania
$59K -$7.91K -547 -11%
IA
724
IFP Advisors
Florida
$58K -$80.9K -5,594 -56%
PK
725
Pflug Koory
Nebraska
$58K -$6.96K -481 -11%

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.