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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
FMB
976
Field & Main Bank
Kentucky
$2K
IAS
977
IMA Advisory Services
Colorado
$2K
LF
978
Lee Financial
Texas
$2K
MAM
979
McCarthy Asset Management
California
$2K
POIA
980
Pin Oak Investment Advisors
Texas
$2K
TFA
981
Toth Financial Advisory
Virginia
$2K
T2I
982
Turim 21 Investimentos
Brazil
$2K
CFRPA
983
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$1.39K +104 New
MW
984
Milestone Wealth
New York
$2K +$1.52K +114 New
GC
985
Gould Capital
Washington
$2K +$1.58K +118 New
SPA
986
Shore Point Advisors
New Jersey
$2K +$1.64K +123 New
S
987
Surevest
California
$2K +$1.92K +144 New
PAI
988
Pittenger & Anderson Inc
Nebraska
$2K +$2.04K +153 New
AIP
989
Ahrens Investment Partners
Louisiana
$2K +$2.2K +165 New
ARIS
990
Advanced Research Investment Solutions
California
$2K +$2.67K +200 New
RA
991
Rise Advisors
New York
$2K +$1.98K +148 New
PP
992
PFS Partners
New Jersey
$1.77K +$1.75K +131 New
TAM
993
Tucker Asset Management
Colorado
$1.33K -$107 -8 -8%
MGIM
994
M&G Investment Management
United Kingdom
$1.1K
ASBI
995
American State Bank (Iowa)
Iowa
$1.01K
RBC
996
Roble Belko & Company
Pennsylvania
$1K -$3.47K -260 -75%
DWMG
997
DB Wealth Management Group
California
$1K -$3.06K -229 -84%
EIP
998
Ellis Investment Partners
Pennsylvania
$1K -$2.15K -161 -63%
FBT
999
First Bank & Trust
South Dakota
$1K -$948 -71 -61%
TCM
1000
TD Capital Management
Tennessee
$1K -$641 -48 -38%

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.