We are live on ! Find out more
VTRS icon

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
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$15.6K -1,078 -39%
PMFA
802
Plante Moran Financial Advisors
Michigan
$25K -$15K -1,034 -37%
SIC
803
Salem Investment Counselors
North Carolina
$25K -$2.36K -163 -9%
AWM
804
Avior Wealth Management
Nebraska
$25K -$477 -33 -2%
CA
805
Capitolis Advisors
New York
$24K -$742K -51,318 -97%
AIM
806
Arcadia Investment Management
Michigan
$24K -$27.6K -1,907 -54%
EW
807
Evoke Wealth
California
$24K -$7.25K -501 -23%
GLLW
808
Graves Light Lenhart Wealth
Virginia
$24K -$868 -60 -3%
BBL
809
Beck Bode LLC
Massachusetts
$24K +$23.8K +1,647 New
SSB
810
Sandy Spring Bank
Maryland
$23K +$1.39K +96 +6%
OIA
811
Optimum Investment Advisors
Illinois
$22K -$2.87K -198 -11%
JFA
812
JNBA Financial Advisors
Minnesota
$22K -$188 -13 -0.8%
SB
813
Strategic Blueprint
Georgia
$22K +$21.9K +1,511 New
CAL
814
Capital Analysts LLC
Pennsylvania
$21K -$6.73K -465 -24%
HWA
815
Heritage Wealth Advisors
Virginia
$20.3K +$2.07K +143 +11%
WOC
816
West Oak Capital
California
$20K -$8.85K -612 -30%
SWM
817
Selective Wealth Management
Virginia
$20K -$5.4K -373 -21%
JWM
818
Janiczek Wealth Management
Colorado
$20K -$3.18K -220 -13%
TFM
819
TFC Financial Management
Massachusetts
$20K -$3.1K -214 -13%
EWM
820
Elmwood Wealth Management
California
$20K -$2.85K -197 -12%
ME
821
McIlrath & Eck
Washington
$20K -$2.21K -153 -10%
CAGAS
822
Capital Advisory Group Advisory Services
Minnesota
$20K -$1.85K -128 -8%
CWP
823
Concord Wealth Partners
Virginia
$20K -$897 -62 -4%
GAM
824
Gemmer Asset Management
California
$20K +$3.53K +244 +21%
CFFP
825
Center for Financial Planning
Michigan
$19K -$7.57K -523 -29%

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.