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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$9.82M +$705K +48,732 +8%
CCM
102
Callodine Capital Management
Massachusetts
$9.82M -$289K -20,000 -3%
RGI
103
River Global Investors
United Kingdom
$9.38M -$500K -34,565 -5%
Truist Financial
104
Truist Financial
North Carolina
$9.37M -$764K -52,796 -7%
SJIC
105
St. James Investment Company
Texas
$9.35M +$8.09M +558,880 +585%
MAM
106
Majedie Asset Management
United Kingdom
$9.31M +$1.17M +80,741 +14%
Victory Capital Management
107
Victory Capital Management
Texas
$9.3M -$2.29M -158,176 -20%
LKIM
108
Lawson Kroeker Investment Management
Nebraska
$9.08M +$261K +18,008 +3%
SAM
109
Storebrand Asset Management
Norway
$9.06M -$62.3K -4,304 -0.7%
GC
110
Guggenheim Capital
Illinois
$8.95M -$1.49M -103,025 -14%
MVP
111
Miller Value Partners
Florida
$8.93M +$1.81M +125,000 +25%
Axa
112
Axa
France
$8.9M -$9.85M -680,820 -52%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$8.84M -$77.3K -5,340 -0.9%
Aberdeen Group
114
Aberdeen Group
United Kingdom
$8.78M -$823K -56,864 -8%
Jane Street
115
Jane Street
New York
$8.75M +$512K +35,361 +6%
Boston Partners
116
Boston Partners
Massachusetts
$8.5M +$186K +12,880 +2%
CCM
117
Courage Capital Management
Tennessee
$8.43M
GI
118
GAMCO Investors
Connecticut
$8.33M +$3.45M +238,347 +69%
KBC Group
119
KBC Group
Belgium
$8.18M +$373K +25,814 +5%
Asset Management One
120
Asset Management One
Japan
$8.13M -$318K -21,965 -4%
IMA
121
Investment Management Associates
Colorado
$8.09M +$642K +44,361 +8%
CIM
122
Corda Investment Management
Texas
$8.02M +$1.69M +116,804 +26%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$8.02M -$3.5M -241,740 -30%
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$7.82M -$399K -27,545 -5%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$7.59M +$368K +25,424 +5%

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.