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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
TLCM
776
Twin Lakes Capital Management
California
$33K +$29 +2 +0.1%
RMC
777
Resources Management Corp
Connecticut
$32K -$8.52K -589 -21%
SN
778
Sittner & Nelson
Oregon
$32K -$1.24K -86 -4%
HFS
779
Hantz Financial Services
Michigan
$32K -$362 -25 -1%
FCB
780
First Command Bank
Texas
$32K +$6.15K +425 +23%
FCFS
781
First Command Financial Services
Texas
$32K +$6.15K +425 +23%
AP
782
Atwood & Palmer
Missouri
$31K -$6.76K -467 -18%
WWMSC
783
Wagner Wealth Management (South Carolina)
South Carolina
$31K
EBA
784
Eagle Bay Advisors
New York
$31K +$25.5K +1,760 New
HIA
785
Harbor Investment Advisory
Maryland
$30K -$8.19K -566 -21%
HCP
786
Hexagon Capital Partners
Arkansas
$30K +$651 +45 +2%
LWA
787
Lenox Wealth Advisors
New York
$30K +$6.83K +472 +29%
Acadian Asset Management
788
Acadian Asset Management
Massachusetts
$29K -$245K -16,917 -89%
AA
789
Ancora Advisors
Ohio
$29K -$1.87K -129 -6%
CHC
790
City Holding Co
West Virginia
$29K
VRM
791
Vectors Research Management
New York
$29K +$246 +17 +0.8%
RBC
792
Roble Belko & Company
Pennsylvania
$28K
SAM
793
S.A. Mason
Michigan
$28K
EFSCE
794
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$11.1K -766 -29%
BC
795
Burleson & Co
California
$27K -$984 -68 -3%
TC
796
Truvestments Capital
Florida
$26K -$28.1K -1,942 -52%
BWP
797
Baldwin Wealth Partners
Massachusetts
$26K -$6.9K -477 -21%
RTC
798
Riverview Trust Company
Washington
$26K
HFA
799
Hoover Financial Advisors
Pennsylvania
$26K +$1.23K +85 +5%
HCM
800
Huber Capital Management
California
$25K -$23.5K -1,625 -49%

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.