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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
PCFFS
901
Pacific Center for Financial Services
California
$7K -$334 -25 -4%
PGAM
902
Princeton Global Asset Management
New Jersey
$7K -$187 -14 -2%
CWM
903
Cranbrook Wealth Management
Michigan
$7K
EARNEST Partners
904
EARNEST Partners
Georgia
$7K
SC
905
Sierra Capital
Florida
$7K
CA
906
Crewe Advisors
Utah
$7K +$588 +44 +9%
CFCI
907
Comprehensive Financial Consultants Institutional
Indiana
$7K +$7K +524 New
CSWM
908
Cassady Schiller Wealth Management
Ohio
$7K +$7.09K +531 New
KFS
909
Kelly Financial Services
Massachusetts
$6.13K -$588 -44 -9%
SAM
910
Shell Asset Management
Netherlands
$6K -$247K -18,534 -98%
BWA
911
BDO Wealth Advisors
Florida
$6K -$4.09K -306 -39%
SFA
912
Semmax Financial Advisors
North Carolina
$6K +$27 +2 +0.5%
EI
913
Ellevest Inc
New York
$6K +$53 +4 +0.9%
AA
914
Addison Advisors
Vermont
$6K +$347 +26 +6%
ARMC
915
American Research & Management Company
Massachusetts
$6K +$828 +62 +15%
1832 Asset Management
916
1832 Asset Management
Ontario, Canada
$6K +$3.62K +271 +205%
CWM
917
CarsonAllaria Wealth Management
Illinois
$6K +$5.79K +434 New
SC
918
Schubert & Co
Texas
$6K +$5.86K +439 New
BA
919
Bivin & Associates
Oklahoma
$6K +$5.93K +444 New
IAG
920
Investmark Advisory Group
Connecticut
$6K +$6.82K +511 New
BC
921
Burleson & Co
California
$5K -$19.8K -1,480 -79%
HRC
922
Hoertkorn Richard Charles
$5K -$1.31K -98 -20%
VCM
923
Versant Capital Management
Arizona
$5K -$120 -9 -2%
CTB
924
Country Trust Bank
Illinois
$5K
JEST
925
JTC Employer Solutions Trustee
Jersey
$5K

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.