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Viatris

1,115 hedge funds and large institutions have $12.9B invested in Viatris in 2021 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 277 increasing their positions, 554 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 77.73%76.83% (-0.9%)

8% less funds holding

Funds holding: 1,2061,115 (-91)

26% less capital invested

Capital invested by funds: $17.5B → $12.9B (-$4.57B)

33% less first-time investments, than exits

New positions opened: 163 | Existing positions closed: 242

46% less funds holding in top 10

Funds holding in top 10: 2413 (-11)

48% less call options, than puts

Call options by funds: $117M | Put options by funds: $225M

50% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 554

Holders
1,115
Holders Change
-91
Holders Change %
-7.55%
% of All Funds
19.58%
Holding in Top 10
13
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-45.83%
% of All Funds
0.23%
New
163
Increased
277
Reduced
554
Closed
242
Calls
$117M
Puts
$225M
Net Calls
-$108M
Net Calls Change
+$68.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1326
Dougherty Wealth Advisers
Minnesota
-$3K -152 Closed
T2I
1327
Turim 21 Investimentos
Brazil
-$3K -152 Closed
FWM
1328
ForthRight Wealth Management
Georgia
-$2K -124 Closed
IA
1329
IFS Advisors
Kansas
-$2K -113 Closed
SIAG
1330
Signet Investment Advisory Group
Rhode Island
-$2K -113 Closed
HI
1331
Human Investing
Oregon
-$1.81K -111 -97%
NSB
1332
Norway Savings Bank
Maine
-$2K -111 Closed
HIM
1333
Hillsdale Investment Management
Ontario, Canada
-$2K -110 Closed
MIM
1334
Merrion Investment Management
New Jersey
-$2K -101 Closed
AW
1335
Avion Wealth
Texas
-$2K -89 Closed
AWM
1336
Avondale Wealth Management
Texas
-$2K -89 Closed
KCM
1337
Kathmere Capital Management
Pennsylvania
-$2K -81 Closed
ADIM
1338
Alpha DNA Investment Management
Maryland
-$1K -79 Closed
PCA
1339
Providence Capital Advisors
North Carolina
-$815 -50 -63%
CIA
1340
Cascade Investment Advisors
Oregon
-$299 -16 Closed
RF
1341
Robbins Farley
New Hampshire
-$228 -14 -44%
JMF
1342
Johnson Midwest Financial
Iowa
+$81 +5 +19%
CP
1343
Corbenic Partners
Pennsylvania
+$196 +12 New
TLFA
1344
True Link Financial Advisors
California
+$293 +18 New
RCM
1345
Regency Capital Management
Hawaii
+$473 +29 New

VTRS Hedge Fund Activity: Q1 2021 in Review

1,115 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q1 2021, worth a combined $12.9B — down 26% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 242 funds closed out of VTRS and 163 opened new positions — a net loss of 79 holders — while 554 trimmed existing stakes and 277 added.

The largest buyer was Davis Selected Advisers, adding an estimated $482M. The largest seller was Capital World Investors, cutting an estimated $261M.

  • 1,115 institutional investors held Viatris (VTRS) as of Q1 2021, down from 1,206 in Q4 2020.
  • Funds reported $12.9B of Viatris stock for Q1 2021, down 26% quarter-over-quarter.
  • 163 funds opened new Viatris positions in Q1 2021 and 242 closed out, a net change of -79 holders.
  • The largest Viatris buyer in Q1 2021 was Davis Selected Advisers, an estimated $482M added.
  • The largest Viatris seller in Q1 2021 was Capital World Investors, an estimated $261M sold.

Based on aggregated 13F filings for Q1 2021.