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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
DMK
876
David M. Knott
$11K +$7.9K +546 +220%
GTAM
877
Global Trust Asset Management
Florida
$10K -$15.6K -1,077 -61%
ACM
878
AUA Capital Management
Pennsylvania
$10K -$3.23K -223 -25%
AA
879
AlphaMark Advisors
Kentucky
$10K -$1.07K -74 -10%
MAWCM
880
Mine & Arao Wealth Creation & Management
California
$10K -$868 -60 -8%
PCFFS
881
Pacific Center for Financial Services
California
$10K -$362 -25 -4%
WP
882
WealthShield Partners
North Carolina
$10K -$174 -12 -2%
RIM
883
Rockbridge Investment Management
New York
$10K -$87 -6 -0.9%
LB
884
Legacy Bridge
Iowa
$10K
SC
885
Sierra Capital
Florida
$10K
TCM
886
Tradewinds Capital Management
Washington
$10K
BWL
887
Bogart Wealth LLC
Virginia
$10K +$1.61K +111 +19%
WBC
888
West Branch Capital
Massachusetts
$10K +$10.6K +734 New
TWM
889
Tradition Wealth Management
Minnesota
$9K -$8.2K -567 -48%
HWMA
890
Heritage Wealth Management (Arizona)
Arizona
$9K -$2.72K -188 -24%
M
891
MOTCO
Texas
$9K -$1.07K -74 -10%
CCM
892
Copeland Capital Management
Pennsylvania
$9K
FWC
893
First Washington Corp
Washington
$9K
SWG
894
Summit Wealth Group
Vermont
$9K
TF
895
TimeScale Financial
Massachusetts
$9K +$72 +5 +0.8%
CYG
896
Clean Yield Group
Vermont
$9K +$9.16K +633 New
ACA
897
Atlas Capital Advisors
Wyoming
$8.97K +$9.09K +628 New
PG
898
Proffitt & Goodson
Tennessee
$8K -$4.56K -315 -36%
HRC
899
Hoertkorn Richard Charles
$8K -$1.07K -74 -12%
CWM
900
Cranbrook Wealth Management
Michigan
$8K

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.