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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
MRCM
1001
M&R Capital Management
New Jersey
$1K -$494 -37 -22%
AWM
1002
Atticus Wealth Management
Florida
$1K -$120 -9 -16%
RG
1003
Retirement Group
California
$1K -$27 -2 -4%
PCA
1004
Providence Capital Advisors
North Carolina
$1K -$13 -1 -1%
BC
1005
Barnett & Company
Tennessee
$1K
BCM
1006
Bourgeon Capital Management
Connecticut
$1K
BCPWM
1007
Bradley & Co Private Wealth Management
Florida
$1K
CPFP
1008
Clear Perspectives Financial Planning
Ohio
$1K
EWM
1009
Edge Wealth Management
New York
$1K
GG
1010
Gleason Group
Kentucky
$1K
GWMIA
1011
Global Wealth Management Investment Advisory
Florida
$1K
HIIFS
1012
Harel Insurance Investments & Financial Services
Israel
$1K
HFA
1013
HC Financial Advisors
California
$1K
IWP
1014
IAG Wealth Partners
Wisconsin
$1K
IPW
1015
IronBridge Private Wealth
Texas
$1K
Kayne Anderson Rudnick Investment Management
1016
Kayne Anderson Rudnick Investment Management
California
$1K
RCC
1017
Red Cedar Capital
Nebraska
$1K
SC
1018
Steph & Co
Wisconsin
$1K
SFPG
1019
Stonebridge Financial Planning Group
Florida
$1K
WFA
1020
West Financial Advisors
Iowa
$1K
WAS
1021
Winch Advisory Services
Wisconsin
$1K
KA
1022
Kozak & Associates
Colorado
$1K +$13 +1 +1%
FMTCOCP
1023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$387 +29 +45%
LAS
1024
Lloyd Advisory Services
Georgia
$1K +$521 +39 +118%
PWC
1025
PYA Waltman Capital
Tennessee
$1K +$841 +63 New

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.