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Viatris

1,016 hedge funds and large institutions have $12B invested in Viatris in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 296 increasing their positions, 467 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% less ownership

Funds ownership: 73.55%73.42% (-0.13%)

3% less funds holding

Funds holding: 1,0431,016 (-27)

5% less capital invested

Capital invested by funds: $12.7B → $12B (-$647M)

12% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 98

17% less call options, than puts

Call options by funds: $156M | Put options by funds: $188M

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

37% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 467

Holders
1,016
Holders Change
-27
Holders Change %
-2.59%
% of All Funds
17.79%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
86
Increased
296
Reduced
467
Closed
98
Calls
$156M
Puts
$188M
Net Calls
-$32M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B +$11.6M +815,170 +0.6%
BlackRock
2
BlackRock
New York
$1.17B -$22.9M -1,614,574 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$770M -$67.3M -4,742,524 -8%
State Street
4
State Street
Massachusetts
$717M -$5.2M -366,628 -0.7%
Macquarie Group
5
Macquarie Group
Australia
$596M +$301K +21,248 +0%
DSA
6
Davis Selected Advisers
Arizona
$593M +$25.8M +1,815,574 +4%
LCM
7
Laurion Capital Management
New York
$457M +$13M +913,859 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$326M +$7.94M +559,261 +2%
DM
9
Deerfield Management
New York
$255M
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$221M +$207M +14,569,935 +834%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$219M -$2.21M -155,486 -1%
Northern Trust
12
Northern Trust
Illinois
$174M +$832K +58,623 +0.5%
CCM
13
Camber Capital Management
Massachusetts
$163M
Bank of America
14
Bank of America
North Carolina
$160M -$6.48M -456,796 -4%
SPC
15
Slate Path Capital
New York
$160M
Capital World Investors
16
Capital World Investors
California
$149M -$55.6M -3,917,051 -26%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$143M -$14.1M -996,732 -9%
Invesco
18
Invesco
Georgia
$135M +$12.1M +854,534 +9%
JP Morgan Chase
19
JP Morgan Chase
New York
$129M +$20.4M +1,435,313 +18%
Norges Bank
20
Norges Bank
Norway
$120M -$29.7M -2,089,768 -19%
Goldman Sachs
21
Goldman Sachs
New York
$119M +$5.97M +420,686 +5%
Charles Schwab
22
Charles Schwab
California
$118M +$2.93M +206,498 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$108M -$5.21M -367,298 -4%
Wells Fargo
24
Wells Fargo
California
$96.5M +$2.04M +144,126 +2%
Deutsche Bank
25
Deutsche Bank
Germany
$94.7M -$4.58M -322,448 -4%

VTRS Hedge Fund Activity: Q3 2021 in Review

1,016 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q3 2021, worth a combined $12B — down 5.1% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of VTRS and 86 opened new positions — a net loss of 12 holders — while 467 trimmed existing stakes and 296 added.

The largest buyer was Schroder Investment Management Group, adding an estimated $207M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $75.7M sold.

  • 1,016 institutional investors held Viatris (VTRS) as of Q3 2021, down from 1,043 in Q2 2021.
  • Funds reported $12B of Viatris stock for Q3 2021, down 5.1% quarter-over-quarter.
  • 86 funds opened new Viatris positions in Q3 2021 and 98 closed out, a net change of -12 holders.
  • The largest Viatris buyer in Q3 2021 was Schroder Investment Management Group, an estimated $207M added.
  • The largest Viatris seller in Q3 2021 was Gallagher Fiduciary Advisors, an estimated $75.7M sold.

Based on aggregated 13F filings for Q3 2021.