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Viatris
VTRS

Overview Fund Activity

1,197 hedge funds and large institutions have $17.5B invested in Viatris in 2020 Q4 according to their latest regulatory filings, with 825 funds opening new positions, 305 increasing their positions, 56 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
+766
Holders Change %
+177.73%
% of All Funds
21.24%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.43%
New
825
Increased
305
Reduced
56
Closed
54
Calls
$295M
Puts
$471M
Net Calls
-$177M
Net Calls Change
+$45.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.42B
2
BlackRock
2
BlackRock
New York
$1.68B
3
Macquarie Group
3
Macquarie Group
Australia
$720M
4
Capital World Investors
4
Capital World Investors
California
$623M
5
State Street
5
State Street
Massachusetts
$985M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$37.7M
2
ECP
2
Empyrean Capital Partners
California
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$70.6M
4
Fidelity International
4
Fidelity International
Bermuda
$204M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
1001
Ritter Daniher Financial Advisory
Ohio
$30K +$30K +1,620 New
PG
1002
Proffitt & Goodson
Tennessee
$30K +$30K +1,622 New
PWMG
1003
Prestige Wealth Management Group
New Jersey
$30K +$30K +1,626 New
ICP
1004
Interchange Capital Partners
Pennsylvania
$30K +$30K +1,633 New
SWA
1005
SOA Wealth Advisors
New York
$30K +$30K +1,685 New
AL
1006
ADE LLC
Maryland
$29K +$29K +1,544 New
MAWCM
1007
Mine & Arao Wealth Creation & Management
California
$28K +$28K +1,505 New
HWA
1008
Heritage Wealth Advisors
Virginia
$28K +$28K +1,511 New
FPFS
1009
First Personal Financial Services
North Carolina
$28K +$28K +1,516 New
HFA
1010
Hoover Financial Advisors
Pennsylvania
$28K +$28K +1,617 New
LWANC
1011
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K +$27K +1,444 New
AWM
1012
Accel Wealth Management
Iowa
$26K +$26K +1,386 New
FFA
1013
Freedman Financial Associates
Massachusetts
$26K +$26K +1,389 New
HRC
1014
Hoertkorn Richard Charles
$26K +$26K +1,403 New
AWG
1015
Altus Wealth Group
Colorado
$26K +$26K +1,426 New
SM
1016
Southport Management
Wyoming
$25.6K +$25.6K +1,364 New
NB
1017
Nicolet Bankshares
Wisconsin
$25K +$25K +1,346 New
AAP
1018
Arax Advisory Partners
Colorado
$24K +$24K +1,280 New
CAL
1019
Capital Advisors Ltd
Ohio
$24K +$24K +1,293 New
BSSFA
1020
Baron Silver Stevens Financial Advisors
Florida
$24K +$24K +1,294 New
CWC
1021
Carolinas Wealth Consulting
North Carolina
$24K +$24K +1,297 New
AWA
1022
Arkadios Wealth Advisors
Georgia
$24K +$24K +1,306 New
AWM
1023
AllSquare Wealth Management
New York
$23K +$17.3K +902 +301%
SCM
1024
Silvant Capital Management
Georgia
$23K +$23K +1,238 New
RC
1025
Ronit Capital
United Kingdom
$23K +$23K +1,240 New
39 40
41
42 43