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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
JWM
801
Janiczek Wealth Management
Colorado
$20K +$1.04K +78 +5%
QC
802
Quent Capital
New York
$20K +$19.5K +1,460 New
TC
803
TAP Consulting
Missouri
$20K +$20K +1,496 New
TFM
804
TFC Financial Management
Massachusetts
$19K -$494 -37 -3%
CFFP
805
Center for Financial Planning
Michigan
$19K +$681 +51 +4%
WTA
806
Washington Trust Advisors
Massachusetts
$19K +$18.4K +1,379 New
AWA
807
Amplius Wealth Advisors
Pennsylvania
$19K +$18.9K +1,414 New
SN
808
Sittner & Nelson
Oregon
$18K +$6.28K +470 +56%
EWA
809
EverSource Wealth Advisors
Alabama
$18K +$16.9K +1,267 New
ME
810
McIlrath & Eck
Washington
$17K -$1.92K -144 -10%
EWM
811
Evermay Wealth Management
Virginia
$17K -$1.83K -137 -10%
LWANC
812
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K -$1.07K -80 -6%
SWA
813
SOA Wealth Advisors
New York
$17K -$214 -16 -1%
SCM
814
Silvant Capital Management
Georgia
$17K
EW
815
Evoke Wealth
California
$17K +$13 +1 +0.1%
CAL
816
Capital Advisors Ltd
Ohio
$17K +$1.83K +137 +12%
NIC
817
Northwest Investment Counselors
Oregon
$17K +$16.7K +1,251 New
HWA
818
Heritage Wealth Advisors
Virginia
$16K
OIA
819
Optimum Investment Advisors
Illinois
$16K
BBPWM
820
Blue Bell Private Wealth Management
Pennsylvania
$16K +$15.5K +1,164 New
FAG
821
Fortitude Advisory Group
Washington
$16K +$15.8K +1,181 New
FCFS
822
First Command Financial Services
Texas
$15K -$11.1K -830 -42%
MHR
823
Matthew Hamilton Rosenberg
$15K -$748 -56 -5%
AF
824
Arrow Financial
New York
$15K
FRA
825
Front Row Advisors
California
$15K

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.