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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
AWM
976
Activest Wealth Management
Florida
$2K -$87 -6 -3%
CWA
977
Carolina Wealth Advisors
South Carolina
$2K -$43 -3 -2%
APC
978
Aspire Private Capital
North Carolina
$2K
FMB
979
Field & Main Bank
Kentucky
$2K
PSIWM
980
Paradigm Strategies in Wealth Management
Minnesota
$2K
PA
981
Perennial Advisors
New York
$2K
SA
982
SRH Advisors
Kansas
$2K
WLPWM
983
Walled Lake Planning & Wealth Management
Illinois
$2K +$14 +1 +0.7%
TCM
984
TD Capital Management
Tennessee
$2K +$87 +6 +5%
RCG
985
Rock Creek Group
District of Columbia
$2K +$203 +14 +10%
SIM
986
Sonora Investment Management
Arizona
$2K +$1.16K +80 +116%
HFS
987
HBC Financial Services
Washington
$2K +$1.56K +108 +338%
PCA
988
Providence Capital Advisors
North Carolina
$2K +$1.76K +122 +421%
LPWM
989
Lake Point Wealth Management
Texas
$2K +$2.05K +142 New
AFG
990
Albion Financial Group
Utah
$2K +$2.16K +149 New
T2I
991
Turim 21 Investimentos
Brazil
$2K +$2.2K +152 New
FPW
992
Flagship Private Wealth
Massachusetts
$1.91K
TAM
993
Tucker Asset Management
Colorado
$1.47K
MGIM
994
M&G Investment Management
United Kingdom
$1.1K -$2.91M -201,480 -72%
ASBI
995
American State Bank (Iowa)
Iowa
$1.07K -$43 -3 -4%
Kayne Anderson Rudnick Investment Management
996
Kayne Anderson Rudnick Investment Management
California
$1K -$13.6K -937 -93%
BC
997
Barnett & Company
Tennessee
$1K -$2.14K -148 -73%
ST
998
Sageworth Trust
Pennsylvania
$1K -$1.62K -112 -74%
FPFS
999
First Personal Financial Services
North Carolina
$1K -$1.37K -95 -55%
SFPG
1000
Stonebridge Financial Planning Group
Florida
$1K -$883 -61 -41%

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.