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Viatris

1,071 hedge funds and large institutions have $12.1B invested in Viatris in 2021 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 284 increasing their positions, 446 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 121

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

35% more call options, than puts

Call options by funds: $233M | Put options by funds: $173M

5% more funds holding

Funds holding: 1,0161,071 (+55)

0.5% more ownership

Funds ownership: 73.42%73.91% (+0.5%)

0% more capital invested

Capital invested by funds: $12B → $12.1B (+$58.7M)

36% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 446

Holders
1,071
Holders Change
+55
Holders Change %
+5.41%
% of All Funds
16.48%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
188
Increased
284
Reduced
446
Closed
121
Calls
$233M
Puts
$173M
Net Calls
+$60.6M
Net Calls Change
+$92.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
726
Duncker Streett & Co
Missouri
$49K -$10.9K -818 -19%
FF
727
FourThought Financial
Florida
$48K -$4.79K -359 -9%
TFO
728
Tarbox Family Office
California
$48K -$3.21K -240 -6%
PB
729
Pinnacle Bancorp
Nebraska
$47K -$10.8K -810 -19%
UCB
730
United Community Bank
South Carolina
$46.3K +$45.7K +3,423 New
FCT
731
First Community Trust
Iowa
$46.2K +$45.6K +3,416 New
LJHT
732
Laurie J. Hall Trustee
$46K -$1.98K -148 -4%
CAL
733
Capital Analysts LLC
Pennsylvania
$44K +$17.9K +1,344 +71%
KPCM
734
Kings Point Capital Management
New York
$43K
BDWM
735
Brewin Dolphin Wealth Management
Ireland
$43K +$1.14K +85 +3%
CWP
736
Concord Wealth Partners
Virginia
$43K +$41.1K +3,075 +2,312%
CB
737
CNB Bank
Pennsylvania
$42K -$1.5K -112 -3%
AF
738
Allworth Financial
California
$41K -$12.2K -912 -23%
PFBT
739
Parkside Financial Bank & Trust
Missouri
$41K -$3.47K -260 -8%
SAM
740
S.A. Mason
Michigan
$41K +$3.71K +278 +10%
PK
741
Pflug Koory
Nebraska
$39K -$4.26K -319 -10%
PWMG
742
Prestige Wealth Management Group
New Jersey
$39K -$374 -28 -1%
NFSG
743
Newbridge Financial Services Group
Florida
$39K +$1.62K +121 +4%
NEAM
744
New England Asset Management
Connecticut
$38K
EIM
745
Essex Investment Management
Massachusetts
$37K -$3.03K -227 -8%
KLWA
746
Kelly Lawrence W & Associates
California
$36K -$18.7K -1,402 -34%
BFC
747
Bedel Financial Consulting
Indiana
$36K -$320 -24 -0.9%
BCFD
748
Boit C.F. David
$36K
WB
749
Webster Bank
Connecticut
$35K -$4.41K -330 -11%
AAMU
750
AEGON Asset Management (UK)
United Kingdom
$35K -$13 -1 -0%

VTRS Hedge Fund Activity: Q4 2021 in Review

1,071 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2021, worth a combined $12.1B — up 0.49% from $12B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VTRS positions and 121 closed out — a net gain of 67 holders — while 284 added to existing stakes and 446 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $82.4M. The largest seller was Slate Path Capital, exiting entirely with an estimated $160M sold.

  • 1,071 institutional investors held Viatris (VTRS) as of Q4 2021, up from 1,016 in Q3 2021.
  • Funds reported $12.1B of Viatris stock for Q4 2021, up 0.49% quarter-over-quarter.
  • 188 funds opened new Viatris positions in Q4 2021 and 121 closed out, a net change of +67 holders.
  • The largest Viatris buyer in Q4 2021 was Bank of Montreal, an estimated $82.4M added.
  • The largest Viatris seller in Q4 2021 was Slate Path Capital, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2021.