VTRS icon

Viatris
VTRS

Overview Fund Activity

1,009 hedge funds and large institutions have $12B invested in Viatris in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 294 increasing their positions, 464 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-27
Holders Change %
-2.61%
% of All Funds
17.72%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
86
Increased
294
Reduced
464
Closed
98
Calls
$156M
Puts
$188M
Net Calls
-$32M
Net Calls Change
+$61.2M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$197M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$52.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$49M
4
Millennium Management
Millennium Management
New York
+$31.6M
5
Axa
Axa
France
+$25.2M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$75.7M
2
DKCM
Davidson Kempner Capital Management
New York
-$70M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$64.3M
4
Fidelity International
Fidelity International
Bermuda
-$53.9M
5
Capital World Investors
Capital World Investors
California
-$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
776
Mascoma Wealth Management
New Hampshire
$22K +$22K +1,648 New
JFA
777
JNBA Financial Advisors
Minnesota
$21K – – –
RMC
778
Resources Management Corp
Connecticut
$20K -$10K -743 -33%
WOC
779
West Oak Capital
California
$19K -$675 -49 -3%
JWM
780
Janiczek Wealth Management
Colorado
$19K – – –
ME
781
McIlrath & Eck
Washington
$19K – – –
TFM
782
TFC Financial Management
Massachusetts
$19K +$491 +37 +3%
EWM
783
Evermay Wealth Management
Virginia
$18K -$27.7K -2,090 -61%
AA
784
Ancora Advisors
Ohio
$18K -$8.97K -675 -33%
CAGAS
785
Capital Advisory Group Advisory Services
Minnesota
$18K -$1.74K -125 -9%
LWANC
786
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K – – –
CFFP
787
Center for Financial Planning
Michigan
$18K +$339 +25 +2%
SWM
788
Sugarloaf Wealth Management
Georgia
$18K +$2.82K +208 +19%
JFGIW
789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$6.18K -455 -27%
EW
790
Evoke Wealth
California
$17K -$4.91K -370 -22%
OIA
791
Optimum Investment Advisors
Illinois
$17K -$4.79K -343 -22%
SWA
792
SOA Wealth Advisors
New York
$17K -$741 -57 -4%
SCM
793
Silvant Capital Management
Georgia
$17K – – –
BCM
794
Blume Capital Management
California
$17K – – –
MHR
795
Matthew Hamilton Rosenberg
$16K -$248 -18 -2%
HWA
796
Heritage Wealth Advisors
Virginia
$15.6K -$3.67K -271 -19%
SWM
797
Selective Wealth Management
Virginia
$15K -$3.98K -294 -21%
AF
798
Arrow Financial
New York
$15K -$2.4K -174 -14%
GWSG
799
GPS Wealth Strategies Group
Colorado
$15K -$1.41K -107 -9%
HR
800
Howe & Rusling
New York
$15K -$793 -60 -5%
30 31
32
33 34