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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
TCWA
1001
Ten Capital Wealth Advisors
Washington
$1K -$680 -47 -48%
IWP
1002
IAG Wealth Partners
Wisconsin
$1K -$535 -37 -46%
TAIM
1003
TD Ameritrade Investment Management
Nebraska
$1K -$246 -17 -17%
IPW
1004
IronBridge Private Wealth
Texas
$1K -$217 -15 -13%
LAS
1005
Lloyd Advisory Services
Georgia
$1K -$101 -7 -16%
BCM
1006
Bourgeon Capital Management
Connecticut
$1K
BCPWM
1007
Bradley & Co Private Wealth Management
Florida
$1K
CFG
1008
CKW Financial Group
Hawaii
$1K
CPFP
1009
Clear Perspectives Financial Planning
Ohio
$1K
FWM
1010
Filbrandt Wealth Management
Wisconsin
$1K
HFA
1011
HC Financial Advisors
California
$1K
RCC
1012
Red Cedar Capital
Nebraska
$1K
WFA
1013
West Financial Advisors
Iowa
$1K
WAS
1014
Winch Advisory Services
Wisconsin
$1K
GG
1015
Gleason Group
Kentucky
$1K +$14 +1 +2%
KFAA
1016
Klaas Financial Asset Advisors
Illinois
$1K +$14 +1 +1%
SC
1017
Steph & Co
Wisconsin
$1K +$174 +12 New
FMTCOCP
1018
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$506 +35 +55%
HC
1019
Hoese & Co
Minnesota
$1K +$535 +37 New
AW
1020
Alaethes Wealth
Nevada
$1K +$911 +63 New
PCTC
1021
Perkins Coie Trust Company
Washington
$1K +$1.1K +76 New
RDWM
1022
Red Door Wealth Management
Tennessee
$1K +$1.27K +88 New
DWA
1023
Delos Wealth Advisors
Texas
$1K +$1.45K +100 New
AIA
1024
Arcadia Investment Advisors
Idaho
$886
BBHC
1025
Brown Brothers Harriman & Co
New York
$217 -$70.4K -4,865 -24%

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.