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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
FMLI
751
Fukoku Mutual Life Insurance
Japan
$43K
EIM
752
Essex Investment Management
Massachusetts
$42K -$8.81K -609 -17%
NEAM
753
New England Asset Management
Connecticut
$41K -$4.22K -292 -9%
NFSG
754
Newbridge Financial Services Group
Florida
$40K -$622 -43 -2%
DAC
755
Dividend Assets Capital
South Carolina
$40K
PH
756
Pinnacle Holdings
Oklahoma
$39.9K +$40.4K +2,795 New
CT
757
Caldwell Trust
Florida
$39.2K -$2.24K -155 -5%
BFC
758
Bedel Financial Consulting
Indiana
$39K -$391 -27 -1%
MI
759
Markston International
New York
$38K -$197K -13,596 -84%
GWS
760
Glassman Wealth Services
Virginia
$38K -$20.2K -1,394 -34%
ADL
761
Asset Dedication LLC
California
$38K +$5.05K +349 +12%
FQ
762
First Quadrant
California
$38K +$8.59K +594 +29%
CG
763
Cutler Group
California
$38K +$38.7K +2,677 New
AAMU
764
AEGON Asset Management (UK)
United Kingdom
$37K -$646K -44,679 -95%
CAM
765
Costello Asset Management
Pennsylvania
$37K -$4.4K -304 -10%
TFS
766
TrustCore Financial Services
Tennessee
$37K -$4.09K -283 -10%
ONST
767
Old North State Trust
North Carolina
$36K -$3.98K -275 -10%
RCA
768
Ranch Capital Advisors
Florida
$36K -$246 -17 -0.7%
CP
769
Castleview Partners
Texas
$36K +$36.8K +2,541 New
MSFP
770
Mark Sheptoff Financial Planning
Connecticut
$35K -$1.11K -77 -3%
TWA
771
TCI Wealth Advisors
Arizona
$35K -$868 -60 -2%
IFAM
772
Institutional & Family Asset Management
Colorado
$34K
SWA
773
Sutton Wealth Advisors
Florida
$34K +$637 +44 +2%
WWM
774
Wolff Wiese Magana
California
$33K -$44K -3,039 -57%
BWM
775
Baystate Wealth Management
Massachusetts
$33K -$651 -45 -2%

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.