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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
PSB
926
Piscataqua Savings Bank
New Hampshire
$5K -$21.6K -1,495 -81%
AssetMark Inc
927
AssetMark Inc
California
$5K -$1.71K -118 -27%
IAS
928
IMA Advisory Services
Colorado
$5K -$521 -36 -10%
AFS
929
Annapolis Financial Services
Maryland
$5K -$14 -1 -0.3%
PWM
930
Prentice Wealth Management
New York
$5K
RA
931
Resolute Advisors
California
$5K
RG
932
Retirement Group
California
$5K +$58 +4 +1%
MWA
933
Moser Wealth Advisors
Washington
$5K +$709 +49 +17%
FFG
934
Ford Financial Group
California
$5K +$5.11K +353 New
JEST
935
JTC Employer Solutions Trustee
Jersey
$5K +$5.38K +372 New
SC
936
SouthState Corp
Florida
$4K -$22K -1,523 -85%
SL
937
Savior LLC
Massachusetts
$4K -$304 -21 -8%
CFD
938
Creative Financial Designs
Indiana
$4K -$58 -4 -1%
CCA
939
Column Capital Advisors
Indiana
$4K
DWMG
940
DB Wealth Management Group
California
$4K
ECM
941
EMC Capital Management
Texas
$4K
MIM
942
Macroview Investment Management
Maryland
$4K
OSNBOA
943
Old Second National Bank of Aurora
Illinois
$4K
CIR
944
Clear Investment Research
Georgia
$4K +$3.59K +248 New
IBOK
945
Independence Bank of Kentucky
Kentucky
$4K +$3.92K +271 New
Nisa Investment Advisors
946
Nisa Investment Advisors
Missouri
$3.49K -$1.74M -119,999 -33%
CBT
947
CoreFirst Bank & Trust
Kansas
$3K -$84.2K -5,821 -97%
FPS
948
Fieldpoint Private Securities
Connecticut
$3K -$23.4K -1,616 -90%
BAM
949
Bellevue Asset Management
Washington
$3K -$11.9K -821 -80%
CCMW
950
Cypress Capital Management (Wyoming)
Wyoming
$3K -$1.52K -105 -34%

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.