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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
ProShare Advisors
201
ProShare Advisors
Maryland
$2.98M +$278K +19,194 +10%
BCI
202
Brinker Capital Investments
Pennsylvania
$2.98M +$716K +49,476 +31%
Creative Planning
203
Creative Planning
Kansas
$2.93M +$871K +60,214 +42%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$2.9M -$90.7K -6,269 -3%
MOACM
205
Mutual of America Capital Management
New York
$2.88M +$19.7K +1,361 +0.7%
TPSF
206
Texas Permanent School Fund
Texas
$2.87M -$11.1K -768 -0.4%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$2.84M +$85.1K +5,885 +3%
MSL
208
Mackay Shields LLC
New York
$2.72M -$224K -15,516 -8%
Public Sector Pension Investment Board (PSP Investments)
209
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.71M +$1.09M +75,180 +66%
NFC
210
Northeast Financial Consultants
Connecticut
$2.63M -$121K -8,332 -4%
ISL
211
Ingalls & Snyder LLC
New York
$2.63M +$238K +16,452 +10%
UCFA
212
United Capital Financial Advisors
Texas
$2.59M +$951K +65,709 +57%
LSA
213
Leonteq Securities AG
Switzerland
$2.58M +$223K +15,418 +9%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$2.56M -$2.81M -194,523 -52%
TRCT
215
Tower Research Capital (TRC)
New York
$2.55M +$1.21M +83,490 +88%
ACM
216
AlphaCrest Capital Management
New York
$2.5M -$1.19M -82,315 -32%
BFM
217
Boston Financial Management
Massachusetts
$2.48M -$12.3K -852 -0.5%
MCM
218
Mork Capital Management
California
$2.43M
II
219
IFM Investors
Australia
$2.39M +$341K +23,598 +16%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$2.38M
MSE
221
MUFG Securities EMEA
United Kingdom
$2.37M +$2.4M +166,000 New
APF
222
Alaska Permanent Fund
Alaska
$2.37M +$341K +23,600 +17%
JMPWA
223
JP Morgan Private Wealth Advisors
California
$2.34M -$81.3K -5,616 -3%
KeyBank National Association
224
KeyBank National Association
Ohio
$2.34M -$778K -53,801 -25%
Hudson Bay Capital Management
225
Hudson Bay Capital Management
Connecticut
$2.29M +$434K +30,000 +23%

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.