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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
GT
1076
Glenview Trust
Kentucky
-$258K -18,456 Closed
OIM
1077
Opus Investment Management
Massachusetts
-$255K -18,238 Closed
SMI
1078
Shelter Mutual Insurance
Missouri
-$253K -18,092 Closed
HAIM
1079
Hunter Associates Investment Management
Pennsylvania
-$249K -17,801 Closed
ZCM
1080
Ziegler Capital Management
Illinois
-$247K -17,694 Closed
BHWM
1081
Bar Harbor Wealth Management
New Hampshire
-$236K -16,879 Closed
CAM
1082
Cubic Asset Management
Massachusetts
-$236K -16,869 Closed
WSTAM
1083
Wilbanks Smith & Thomas Asset Management
Virginia
-$228K -16,349 Closed
KLCM
1084
KG&L Capital Management
Louisiana
-$226K -16,154 Closed
CIC
1085
Chase Investment Counsel
Virginia
-$218K -15,667 Closed
IAIM
1086
International Assets Investment Management
Florida
-$250K -15,498 Closed
WC
1087
Woodstock Corp
Massachusetts
-$203K -14,524 Closed
CDH
1088
Charles D. Hyman
-$201K -14,364 Closed
Dodge & Cox
1089
Dodge & Cox
California
-$194K -13,918 Closed
BRWM
1090
B. Riley Wealth Management
Tennessee
-$193K -13,841 Closed
BC
1091
Burney Company
Virginia
-$193K -13,789 Closed
PP
1092
Palladium Partners
Virginia
-$191K -13,694 Closed
Holocene Advisors
1093
Holocene Advisors
New York
-$191K -13,664 Closed
CCG
1094
Cypress Capital Group
Florida
-$189K -13,503 Closed
DHFB
1095
Dixon Hubard Feinour & Brown
Virginia
-$185K -13,224 Closed
TWMP
1096
Taylor Wealth Management Partners
Massachusetts
-$183K -13,131 Closed
LFAS
1097
Level Four Advisory Services
Texas
-$183K -13,130 Closed
SWA
1098
Stratos Wealth Advisors
Ohio
-$178K -12,774 Closed
SAM
1099
Silvercrest Asset Management
New York
-$174K -12,491 Closed
SW
1100
SkyOak Wealth
Michigan
-$166K -12,343 Closed

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.