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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86B +$5.34M +369,157 +0.3%
BlackRock
2
BlackRock
New York
$1.25B -$53.9M -3,728,085 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$880M -$60.8M -4,201,074 -6%
State Street
4
State Street
Massachusetts
$761M +$7.44M +514,006 +1%
Macquarie Group
5
Macquarie Group
Australia
$628M +$10.6M +730,832 +2%
DSA
6
Davis Selected Advisers
Arizona
$599M +$9.12M +630,642 +2%
LCM
7
Laurion Capital Management
New York
$469M +$19.8M +1,366,681 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$336M +$10.8M +748,538 +3%
DM
9
Deerfield Management
New York
$269M +$23.1M +1,600,000 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$233M +$69.4M +4,796,966 +42%
Capital World Investors
11
Capital World Investors
California
$213M -$33.8M -2,337,057 -14%
Northern Trust
12
Northern Trust
Illinois
$183M -$11M -756,989 -6%
Bank of America
13
Bank of America
North Carolina
$176M +$5M +345,703 +3%
CCM
14
Camber Capital Management
Massachusetts
$171M
SPC
15
Slate Path Capital
New York
$169M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$165M -$11.2M -774,801 -6%
Norges Bank
17
Norges Bank
Norway
$157M -$1.66M -114,756 -1%
Invesco
18
Invesco
Georgia
$130M +$11.4M +785,249 +9%
Charles Schwab
19
Charles Schwab
California
$122M +$2.99M +206,655 +2%
Goldman Sachs
20
Goldman Sachs
New York
$120M +$2.73M +189,039 +2%
Legal & General Group
21
Legal & General Group
United Kingdom
$119M -$4.11M -284,008 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$116M +$31.3M +2,161,290 +36%
Deutsche Bank
23
Deutsche Bank
Germany
$104M -$58.6M -4,049,467 -36%
IAM
24
Iridian Asset Management
Connecticut
$104M -$1.84M -126,896 -2%
Wells Fargo
25
Wells Fargo
California
$99.8M -$8.49M -586,975 -8%

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.