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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
FGAM
851
Financial Gravity Asset Management
Texas
$14K
PP
852
PrairieView Partners
Minnesota
$14K +$14 +1 +0.1%
FMP
853
Financial Management Professionals
Texas
$14K +$2.3K +159 +20%
COCM
854
Charter Oak Capital Management
New Hampshire
$14K +$2.81K +194 +25%
GFPC
855
Global Financial Private Client
Florida
$13.2K -$1.17K -81 -8%
PFPT
856
Pinnacle Financial Partners (Tennessee)
Tennessee
$13K -$148K -10,217 -92%
FHC
857
First Horizon Corporation
Tennessee
$13K -$4.28K -296 -24%
FFA
858
Freedman Financial Associates
Massachusetts
$13K -$3.56K -246 -22%
PCG
859
Private Capital Group
Connecticut
$13K -$1.58K -109 -11%
BWA
860
BDO Wealth Advisors
Florida
$13K -$29 -2 -0.2%
PWA
861
Pinnacle Wealth Advisors
Tennessee
$13K +$13.5K +931 New
AWM
862
Accel Wealth Management
Iowa
$12K -$25.2K -1,743 -68%
FFC
863
First Financial Corp
Indiana
$12K -$8.1K -560 -39%
CMA
864
Cedar Mountain Advisors
Oregon
$12K
DI
865
Disciplined Investments
Oklahoma
$12K
LWP
866
Lumature Wealth Partners
Georgia
$12K
CFO
867
CVA Family Office
Colorado
$12K +$608 +42 +6%
CI
868
CX Institutional
Indiana
$12K +$5.63K +389 +90%
CA
869
Crewe Advisors
Utah
$11K -$3.59K -248 -25%
SFP
870
Sterling Financial Planning
New Jersey
$11K -$2.49K -172 -18%
CFN
871
Cordasco Financial Network
Florida
$11K -$1.81K -125 -14%
FA
872
Financial Avengers
California
$11K -$1.29K -89 -11%
LWM
873
Liberty Wealth Management
California
$11K -$1.29K -89 -10%
MFT
874
Moisand Fitzgerald Tamayo
Florida
$11K -$217 -15 -2%
TFGT
875
TS Financial Group (TSFG)
Illinois
$11K +$174 +12 +2%

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.