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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
MAM
951
McCarthy Asset Management
California
$3K -$1.45K -100 -30%
EIP
952
Ellis Investment Partners
Pennsylvania
$3K -$1.17K -81 -24%
DTIM
953
Danda Trouve Investment Management
Kansas
$3K
KAS
954
Kemnay Advisory Services
New York
$3K
NL
955
NVWM LLC
Pennsylvania
$3K
PP
956
Pacifica Partners
Canada
$3K
RAM
957
Riggs Asset Management
Pennsylvania
$3K
SC
958
Solstein Capital
California
$3K
HWM
959
HighMark Wealth Management
Minnesota
$3K +$14 +1 +0.5%
SSC
960
Syverson Strege & Co
Iowa
$3K +$362 +25 +15%
HS
961
Horan Securities
United States
$3K +$564 +39 +20%
PFA
962
Professional Financial Advisors
Nebraska
$3K +$810 +56 +32%
CA
963
Centerpoint Advisors
Massachusetts
$3K +$1.58K +109 +97%
PWP
964
Personal Wealth Partners
Minnesota
$3K +$2.89K +200 New
EL
965
EMFO LLC
Florida
$3K +$3.23K +223 New
EAM
966
Erste Asset Management
Austria
$2.96K -$12.8K -888 -81%
Jones Financial Companies
967
Jones Financial Companies
Missouri
$2K -$5.67K -392 -70%
1832 Asset Management
968
1832 Asset Management
Ontario, Canada
$2K -$5.01K -346 -76%
FBT
969
First Bank & Trust
South Dakota
$2K -$2.89K -200 -63%
HIIFS
970
Harel Insurance Investments & Financial Services
Israel
$2K -$2.71K -187 -79%
TFA
971
Toth Financial Advisory
Virginia
$2K -$1.3K -90 -42%
POIA
972
Pin Oak Investment Advisors
Texas
$2K -$984 -68 -35%
LF
973
Lee Financial
Texas
$2K -$781 -54 -32%
APW
974
Acima Private Wealth
Virginia
$2K -$535 -37 -23%
GWMIA
975
Global Wealth Management Investment Advisory
Florida
$2K -$145 -10 -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.