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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
HI
726
Hudock Inc
Pennsylvania
$58K -$29 -2 -0%
KLWA
727
Kelly Lawrence W & Associates
California
$58K
DSC
728
Duncker Streett & Co
Missouri
$58K +$5.77K +399 +11%
AWA
729
Arkadios Wealth Advisors
Georgia
$58K +$28K +1,935 +90%
GEA
730
Glen Eagle Advisors
New Jersey
$57.8K -$4.27K -295 -7%
GI
731
Gradient Investments
Minnesota
$57K -$12.3K -852 -18%
SNT
732
Security National Trust
West Virginia
$56K -$24.6K -1,702 -31%
WB
733
Webster Bank
Connecticut
$56K -$14.1K -972 -20%
FNBOSM
734
First National Bank of South Miami
Florida
$56K -$3.18K -220 -5%
FMII
735
Farmers & Merchants Investments Inc
Nebraska
$55K +$55.6K +3,842 New
ZB
736
Zions Bancorporation
Utah
$54K +$12.1K +834 +28%
BCA
737
Berman Capital Advisors
Georgia
$52K -$12.4K -860 -19%
PFBT
738
Parkside Financial Bank & Trust
Missouri
$52K +$1.84K +127 +4%
AWM
739
Atticus Wealth Management
Florida
$52K +$43.1K +2,981 +444%
Bank Julius Baer & Co
740
Bank Julius Baer & Co
Switzerland
$51K -$12.9K -889 -20%
LJHT
741
Laurie J. Hall Trustee
$50K -$5.21K -360 -9%
AIC
742
Ayalon Insurance Company
Israel
$49K +$2.14K +148 +5%
EWM
743
Evermay Wealth Management
Virginia
$49K +$49.9K +3,450 New
FPB
744
First PREMIER Bank
South Dakota
$48K
SIAP
745
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K -$12.5K -866 -21%
BDWM
746
Brewin Dolphin Wealth Management
Ireland
$46.8K -$35.9K -2,479 -43%
MWC
747
MBM Wealth Consultants
Missouri
$46K
AF
748
Allworth Financial
California
$45K -$4.46K -308 -9%
CB
749
CNB Bank
Pennsylvania
$45K +$1.17K +81 +3%
QCG
750
Quadrant Capital Group
Ohio
$44K -$27.3K -1,889 -38%

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.