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Viatris
VTRS

Overview Fund Activity

1,064 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, 441 reducing their positions, and 121 closing their positions.

Holders
1,064
Holders Change
+55
Holders Change %
+5.45%
% of All Funds
16.43%
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
441
Closed
121
Calls
$233M
Puts
$173M
Net Calls
+$60.6M
Net Calls Change
+$92.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$111M
2
Morgan Stanley
2
Morgan Stanley
New York
$149M
3
CCM
3
Camber Capital Management
Massachusetts
$216M
4
MAM
4
Monaco Asset Management
Monaco
$42.3M
5
WCM
5
Wedge Capital Management
North Carolina
$35.4M

Top Sellers

1
SPC
1
Slate Path Capital
New York
$0
2
IAM
2
Iridian Asset Management
Connecticut
$875K
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$1.33M
4
Wells Fargo
4
Wells Fargo
California
$64.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.76M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1001
Edge Wealth Management
New York
$1K 37 – –
CPFP
1002
Clear Perspectives Financial Planning
Ohio
$1K 38 – –
BCM
1003
Bourgeon Capital Management
Connecticut
$1K 88 – –
HIIFS
1004
Harel Insurance Investments & Financial Services
Israel
$1K 50 – –
HFA
1005
HC Financial Advisors
California
$1K 53 – –
WFA
1006
West Financial Advisors
Iowa
$1K 73 – –
SFPG
1007
Stonebridge Financial Planning Group
Florida
$1K 86 – –
BC
1008
Barnett & Company
Tennessee
$1K 55 – –
IPW
1009
IronBridge Private Wealth
Texas
$1K 99 – –
Kayne Anderson Rudnick Investment Management
1010
Kayne Anderson Rudnick Investment Management
California
$1K 74 – –
WAS
1011
Winch Advisory Services
Wisconsin
$1K 44 – –
GG
1012
Gleason Group
Kentucky
$1K 45 – –
GWMIA
1013
Global Wealth Management Investment Advisory
Florida
$1K 94 – –
IWP
1014
IAG Wealth Partners
Wisconsin
$1K 43 – –
KA
1015
Kozak & Associates
Colorado
$1K 88 +1 +1%
FMTCOCP
1016
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K 93 +29 +45%
LAS
1017
Lloyd Advisory Services
Georgia
$1K 72 +39 +118%
PWC
1018
PYA Waltman Capital
Tennessee
$1K 63 +63 New
RI
1019
Rinkey Investments
California
$1K 74 +74 New
SIC
1020
SJS Investment Consulting
Ohio
$1K 76 +76 New
JRFS
1021
James Reed Financial Services
Ohio
$1K 84 +84 New
SC
1022
SouthState Corp
Florida
$1K 90 +90 New
LPP
1023
Life Planning Partners
Florida
$1K 90 +90 New
MTIC
1024
Missouri Trust & Investment Company
Missouri
$1K 99 +99 New
ZIG
1025
Zullo Investment Group
Pennsylvania
$1K 103 +103 New
39 40
41
42 43