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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
TIM
901
Tortoise Investment Management
New York
$8K
PGAM
902
Princeton Global Asset Management
New Jersey
$8K +$1.23K +85 +18%
JPLA
903
Joseph P. Lucia & Associates
New York
$8K +$5.35K +370 +239%
ED
904
Exane Derivatives
France
$7.39K -$18.1K -1,248 -70%
MCM
905
MV Capital Management
Maryland
$7K -$135K -9,359 -95%
MRCM
906
M&R Capital Management
New Jersey
$7K -$10.8K -747 -59%
PWA
907
Phoenix Wealth Advisors
North Carolina
$7K -$4.54K -314 -40%
JIR
908
James Investment Research
Ohio
$7K -$2.03K -140 -23%
FCM
909
Firestone Capital Management
Florida
$7K -$1.97K -136 -23%
CTB
910
Country Trust Bank
Illinois
$7K -$58 -4 -0.9%
CIAS
911
CBIZ Investment Advisory Services
Ohio
$7K
CWM
912
Cedar Wealth Management
California
$7K
DOA
913
D'Orazio & Associates
Virginia
$7K
MFA
914
McClarren Financial Advisors
Pennsylvania
$7K +$43 +3 +0.5%
SFSIG
915
San Francisco Sentry Investment Group
California
$6K -$9.81K -678 -62%
SFFS
916
Stonehage Fleming Financial Services
Jersey
$6K -$6.28K -434 -52%
SFA
917
Semmax Financial Advisors
North Carolina
$6K -$3.73K -258 -37%
VCM
918
Versant Capital Management
Arizona
$6K -$3.17K -219 -35%
BMD
919
Better Money Decisions
New Mexico
$6K -$2.29K -158 -28%
ARMC
920
American Research & Management Company
Massachusetts
$6K -$1.49K -103 -20%
HWA
921
HHM Wealth Advisors
Tennessee
$6K
EI
922
Ellevest Inc
New York
$6K +$43 +3 +0.7%
AA
923
Addison Advisors
Vermont
$6K +$5.86K +405 New
IP
924
Isthmus Partners
Wisconsin
$6K +$6.26K +433 New
AIG
925
American International Group
New York
$5.27K -$41.2K -2,845 -0.8%

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.