VTRS icon

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 %
SWM
1026
Selective Wealth Management
Virginia
$23K +$23K +1,252 New
SWM
1027
Sugarloaf Wealth Management
Georgia
$22K +$15.9K +854 +263%
TWM
1028
Tradition Wealth Management
Minnesota
$22K +$22K +1,164 New
RIM
1029
Rockbridge Investment Management
New York
$22K +$22K +1,169 New
SFG
1030
Sowa Financial Group
Rhode Island
$21K +$2.69K +147 +15%
PS
1031
Planned Solutions
California
$21K +$21K +1,107 New
CCM
1032
Cribstone Capital Management
Maine
$21K +$21K +1,125 New
Cohen & Steers
1033
Cohen & Steers
New York
$20K +$20K +1,063 New
MFT
1034
Moisand Fitzgerald Tamayo
Florida
$20K +$20K +1,067 New
EAM
1035
Erste Asset Management
Austria
$19.5K +$19.5K +1,095 New
Kayne Anderson Rudnick Investment Management
1036
Kayne Anderson Rudnick Investment Management
California
$19K +$19K +1,011 New
GAM
1037
Gemmer Asset Management
California
$19K +$19K +1,036 New
GFPC
1038
Global Financial Private Client
Florida
$18.3K +$18.3K +977 New
FP
1039
Fiduciary Planning
Florida
$18K +$18K +954 New
PP
1040
PrairieView Partners
Minnesota
$18K +$18K +955 New
CA
1041
Crewe Advisors
Utah
$18K +$18K +972 New
SFP
1042
Sterling Financial Planning
New Jersey
$18K +$18K +984 New
BAM
1043
Bellevue Asset Management
Washington
$18K +$18K +1,020 New
FMP
1044
Financial Management Professionals
Texas
$17K +$17K +883 New
ACM
1045
AUA Capital Management
Pennsylvania
$17K +$17K +904 New
TFGT
1046
TS Financial Group (TSFG)
Illinois
$16K +$12.2K +651 +326%
PGAM
1047
Princeton Global Asset Management
New Jersey
$16K +$16K +842 New
FA
1048
Financial Avengers
California
$16K +$16K +847 New
CFN
1049
Cordasco Financial Network
Florida
$16K +$16K +878 New
TCM
1050
Tradewinds Capital Management
Washington
$15K +$14.4K +770 +2,333%
40 41
42
43 44