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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
AWM
1151
Activest Wealth Management
Florida
-$1K -94 Closed
MI
1152
Markston International
New York
-$1K -92 Closed
HC
1153
Hoese & Co
Minnesota
-$1K -80 Closed
CFA
1154
Cahill Financial Advisors
Minnesota
-$1K -77 Closed
EFSCE
1155
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -58 Closed
TWP
1156
TFO Wealth Partners
Ohio
-$200 -15 -43%
RF
1157
Robbins Farley
New Hampshire
-$187 -14 -78%
AW
1158
Alaethes Wealth
Nevada
-$80 -6 -15%
AWA
1159
Aquire Wealth Advisors
Utah
+$13 +1 New
FA
1160
Fortis Advisors
Pennsylvania
+$13 +1 +4%
JMF
1161
Johnson Midwest Financial
Iowa
+$13 +1 +3%
TAIM
1162
TD Ameritrade Investment Management
Nebraska
+$80 +6 New
MWA
1163
Miller Wealth Advisors
Colorado
+$160 +12 New
UIA
1164
Ulland Investment Advisors
Minnesota
+$160 +12 New
SCA
1165
Sandy Cove Advisors
Massachusetts
+$187 +14 New
LWA
1166
Lowe Wealth Advisors
Maryland
+$200 +15 New
CWM
1167
Cedar Wealth Management
California
+$214 +16 New
LFA
1168
Level Financial Advisors
New York
+$214 +16 New
FEG
1169
Financial Enhancement Group
Indiana
+$347 +26 New
SFCL
1170
Strengthening Families & Communities LLC
Massachusetts
+$347 +26 New
TFP
1171
Tilia Fiduciary Partners
North Carolina
+$374 +28 New
GWMI
1172
Guardian Wealth Management (Illinois)
Illinois
+$441 +33 New
OA
1173
Operose Advisors
Wisconsin
+$441 +33 New
MIFH
1174
Migdal Insurance & Financial Holdings
Israel
+$454 +34 New
IA
1175
IFS Advisors
Kansas
+$681 +51 New

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.