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Viatris
VTRS

Overview Fund Activity

1,106 hedge funds and large institutions have $12.9B invested in Viatris in 2021 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 274 increasing their positions, 550 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
-91
Holders Change %
-7.6%
% of All Funds
19.48%
Holding in Top 10
13
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-45.83%
% of All Funds
0.23%
New
163
Increased
274
Reduced
550
Closed
242
Calls
$117M
Puts
$225M
Net Calls
-$108M
Net Calls Change
+$68.7M

Top Buyers

1
DSA
1
Davis Selected Advisers
Arizona
$577M
2
LCM
2
Laurion Capital Management
New York
$440M
3
Macquarie Group
3
Macquarie Group
Australia
$604M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$103M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$41M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$241M
2
SC
2
Samlyn Capital
New York
$34.2M
3
Fidelity International
3
Fidelity International
Bermuda
$70.2M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$160M
5
Boston Partners
5
Boston Partners
Massachusetts
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
1051
Joseph P. Lucia & Associates
New York
$2K – – –
TAIM
1052
TD Ameritrade Investment Management
Nebraska
$2K – – –
IPW
1053
IronBridge Private Wealth
Texas
$2K +$1.09K +62 +119%
APC
1054
Aspire Private Capital
North Carolina
$2K +$2K +135 New
RCG
1055
Rock Creek Group
District of Columbia
$2K +$2K +140 New
PSIWM
1056
Paradigm Strategies in Wealth Management
Minnesota
$2K +$2K +157 New
PFA
1057
Professional Financial Advisors
Nebraska
$2K +$2K +177 New
WCM
1058
Wealthcare Capital Management
Virginia
$2K +$2K +178 New
FPW
1059
Flagship Private Wealth
Massachusetts
$1.91K -$42 -3 -2%
TAM
1060
Tucker Asset Management
Colorado
$1.44K – – –
MIH
1061
Meitav Investment House
Israel
$1.38K +$1.38K +98,783 New
SIM
1062
Sonora Investment Management
Arizona
$1K -$459K -31,652 -100%
HDIM
1063
Hanson & Doremus Investment Management
Vermont
$1K -$137K -13,302 -99%
FCMT
1064
Founders Capital Management (Texas)
Texas
$1K -$335K -12,050 -100%
HFA
1065
HC Financial Advisors
California
$1K -$2.25K -119 -69%
CH
1066
Canton Hathaway
Rhode Island
$1K -$200 -21 -17%
BCM
1067
Bourgeon Capital Management
Connecticut
$1K -$239 -21 -19%
WAS
1068
Winch Advisory Services
Wisconsin
$1K -$442 -19 -31%
WFA
1069
West Financial Advisors
Iowa
$1K -$55 -4 -5%
KFAA
1070
Klaas Financial Asset Advisors
Illinois
$1K – – –
CFG
1071
CKW Financial Group
Hawaii
$1K – – –
CPFP
1072
Clear Perspectives Financial Planning
Ohio
$1K – – –
FWM
1073
Filbrandt Wealth Management
Wisconsin
$1K – – –
TCWA
1074
Ten Capital Wealth Advisors
Washington
$1K +$237 +23 +31%
LAS
1075
Lloyd Advisory Services
Georgia
$1K +$682 +30 +214%
41 42
43
44 45