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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
AC
1101
Athanor Capital
New York
-$172K -12,281 Closed
HWAM
1102
Hennion & Walsh Asset Management
New Jersey
-$169K -12,129 Closed
SBWIC
1103
Schaper Benz & Wise Investment Counsel
Wisconsin
-$168K -12,052 Closed
IFG
1104
Independent Financial Group
California
-$161K -11,517 Closed
RWM
1105
Rench Wealth Management
Texas
-$159K -11,382 Closed
FNT
1106
First National Trust
Pennsylvania
-$158K -11,308 Closed
CL
1107
CPWM LLC
Washington
-$153K -10,961 Closed
TSS
1108
Two Sigma Securities
New York
-$158K -10,928 Closed
BFS
1109
Bradley Foster & Sargent
Connecticut
-$153K -10,923 Closed
EHC
1110
Everett Harris & Co
California
-$152K -10,903 Closed
Edgewood Management
1111
Edgewood Management
Connecticut
-$150K -10,757 Closed
NEPPG
1112
New England Professional Planning Group
Rhode Island
-$146K -10,735 Closed
IWM
1113
IHT Wealth Management
Illinois
-$148K -10,585 Closed
ESB
1114
Essex Savings Bank
Connecticut
-$156K -10,519 Closed
SSW
1115
Smith Shellnut Wilson
Mississippi
-$146K -10,470 Closed
RMAM
1116
Raab & Moskowitz Asset Management
New Jersey
-$145K -10,408 Closed
TCM
1117
Traynor Capital Management
Pennsylvania
-$144K -10,320 Closed
KCM
1118
Kanawha Capital Management
Virginia
-$144K -10,312 Closed
APP
1119
Alpha Paradigm Partners
Illinois
-$143K -10,271 Closed
AIC
1120
Ameritas Investment Company
Nebraska
-$143K -10,252 Closed
BBA
1121
BLB&B Advisors
Pennsylvania
-$143K -10,223 Closed
HCMT
1122
Highland Capital Management (Tennessee)
Tennessee
-$142K -10,138 Closed
LOAME
1123
Lombard Odier Asset Management (Europe)
United Kingdom
-$141K -10,089 Closed
PP
1124
Patten & Patten
Tennessee
-$141K -10,080 Closed
GSBTD
1125
Glenview State Bank Trust Department
Illinois
-$141K -10,070 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.