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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
SOAMC
826
Spirit of America Management Corp
New York
$15K
HR
827
Howe & Rusling
New York
$15K +$93 +7 +0.6%
Jones Financial Companies
828
Jones Financial Companies
Missouri
$15K +$13K +975 +641%
EWM
829
Elmwood Wealth Management
California
$15K +$14.5K +1,088 New
GLLW
830
Graves Light Lenhart Wealth
Virginia
$14K -$8.89K -666 -39%
SWM
831
Selective Wealth Management
Virginia
$14K -$614 -46 -4%
CWC
832
Carolinas Wealth Consulting
North Carolina
$14K +$387 +29 +3%
DWA
833
Delos Wealth Advisors
Texas
$14K +$12.3K +923 +923%
FCMT
834
Founders Capital Management (Texas)
Texas
$14K +$13.4K +1,000 New
SC
835
Stephens Consulting
Michigan
$13.9K +$13.7K +1,025 New
TF
836
Tompkins Financial
New York
$13K -$10.6K -792 -46%
RMC
837
Resources Management Corp
Connecticut
$13K -$7.14K -535 -36%
PA
838
PSI Advisors
Florida
$13K -$1.75K -131 -12%
AWM
839
AllSquare Wealth Management
New York
$13K
PCG
840
Private Capital Group
Connecticut
$13K +$547 +41 +4%
TFGT
841
TS Financial Group (TSFG)
Illinois
$13K +$2.35K +176 +23%
CFO
842
CVA Family Office
Colorado
$13K +$12.6K +944 New
Manulife (Manufacturers Life Insurance)
843
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6K -$2.06M -154,534 -14%
CFGS
844
Concourse Financial Group Securities
Alabama
$12K -$33.2K -2,489 -74%
MWM
845
Mascoma Wealth Management
New Hampshire
$12K -$10K -751 -46%
WOC
846
West Oak Capital
California
$12K -$6.62K -496 -36%
GWSG
847
GPS Wealth Strategies Group
Colorado
$12K -$3.25K -243 -21%
RDFA
848
Ritter Daniher Financial Advisory
Ohio
$12K
MCM
849
MV Capital Management
Maryland
$12K +$1.33K +100 +13%
FMP
850
Financial Management Professionals
Texas
$12K +$1.63K +122 +15%

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.