We are live on ! Find out more
VTRS icon

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
LWA
776
Lenox Wealth Advisors
New York
$27K +$13 +1 +0.1%
Koshinski Asset Management
777
Koshinski Asset Management
Illinois
$26.7K -$7.14K -535 -21%
ONST
778
Old North State Trust
North Carolina
$26K -$4.81K -360 -16%
VRM
779
Vectors Research Management
New York
$26K +$147 +11 +0.6%
TFS
780
TrustCore Financial Services
Tennessee
$25K -$5.5K -412 -18%
BWP
781
Baldwin Wealth Partners
Massachusetts
$25K
FP
782
Financial Perspectives
Minnesota
$24.1K -$45.7K -3,421 -66%
FMII
783
Farmers & Merchants Investments Inc
Nebraska
$24K -$23.8K -1,783 -50%
HIA
784
Harbor Investment Advisory
Maryland
$24K -$5.45K -408 -19%
GAM
785
Gemmer Asset Management
California
$24K -$1.62K -121 -6%
JFGIW
786
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K +$7.36K +551 +44%
CA
787
Cornerstone Advisory
Maryland
$24K +$23K +1,721 New
BWM
788
BerganKDV Wealth Management
Minnesota
$23K -$13K -976 -37%
AP
789
Atwood & Palmer
Missouri
$23K -$6.62K -496 -23%
TC
790
Truvestments Capital
Florida
$23K -$1.29K -97 -5%
HCP
791
Hexagon Capital Partners
Arkansas
$23K -$1.16K -87 -5%
CHC
792
City Holding Co
West Virginia
$23K -$988 -74 -3%
HCM
793
Huber Capital Management
California
$23K
TWA
794
TCI Wealth Advisors
Arizona
$22K -$10.3K -773 -32%
NF
795
Norwood Financial
Pennsylvania
$21K +$20.4K +1,526 New
RIA
796
Richwood Investment Advisors
Ohio
$21K +$20.7K +1,549 New
PFGIA
797
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$27.9K -2,087 -58%
AWM
798
Avior Wealth Management
Nebraska
$20K -$3.44K -258 -14%
PMFA
799
Plante Moran Financial Advisors
Michigan
$20K -$1.6K -120 -7%
JFA
800
JNBA Financial Advisors
Minnesota
$20K -$1.11K -83 -5%

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.