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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
APWA
1126
Atlas Private Wealth Advisors
New Jersey
-$11K -835 Closed
SFP
1127
Sterling Financial Planning
New Jersey
-$11K -805 Closed
RA
1128
Resolute Advisors
California
-$8K -627 Closed
CI
1129
CX Institutional
Indiana
-$8K -619 Closed
CPC
1130
Consolidated Planning Corp
Georgia
-$7K -504 Closed
JPLA
1131
Joseph P. Lucia & Associates
New York
-$7K -494 Closed
PWA
1132
Phoenix Wealth Advisors
North Carolina
-$6K -471 Closed
RTL
1133
Red Tortoise LLC
Georgia
-$4K -469 Closed
DOA
1134
D'Orazio & Associates
Virginia
-$6K -460 Closed
FCM
1135
Firestone Capital Management
Florida
-$7K -455 Closed
GPA
1136
Guidance Point Advisors
Massachusetts
-$5K -402 Closed
JIR
1137
James Investment Research
Ohio
-$5K -399 Closed
BMD
1138
Better Money Decisions
New Mexico
-$4K -321 Closed
DFCM
1139
Dark Forest Capital Management
Puerto Rico
-$4K -304 Closed
ECM
1140
EMC Capital Management
Texas
-$4K -298 Closed
MFM
1141
MD Financial Management
Ontario, Canada
-$3K -248 Closed
PWM
1142
Prentice Wealth Management
New York
-$3K -202 Closed
KIG
1143
Kowal Investment Group
Wisconsin
-$3K -193 Closed
KAS
1144
Kemnay Advisory Services
New York
-$3K -186 Closed
NL
1145
NVWM LLC
Pennsylvania
-$2.38K -178 -89%
WLPWM
1146
Walled Lake Planning & Wealth Management
Illinois
-$2K -175 Closed
BDS
1147
Banco de Sabadell
Florida
-$2K -149 Closed
AFG
1148
Albion Financial Group
Utah
-$1.98K -148 -99%
UAML
1149
US Asset Management LLC
Pennsylvania
-$2K -147 Closed
TVWM
1150
Tower View Wealth Management
Wisconsin
-$2K -124 Closed

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.