Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VIATRIS INC (VTRS)

943 + Investors. Track Smart Money conviction in VTRS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — VTRS

Based on 924 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VTRS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
924 hedge funds hold VTRS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VTRS is almost the same as a year ago (-15 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

466 buying403 selling
Last quarter: 466 funds bought or added vs 403 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+55 vs last Q)

new funds entering per quarter
Funds opening a new VTRS position: 118 → 99 → 95 → 150. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
600 out of 924 hedge funds have held VTRS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +30% but shares only +2% — price-driven

Value
+29%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

116 → 118 → 99 → 95 → 150 new funds/Q
New funds entering each quarter: 118 → 99 → 95 → 150. A growing number of institutions are discovering VTRS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 943 current holders: 645 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
41 of 924 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in VTRS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VTRS

How many hedge funds hold VTRS — quarterly history vs. share price
Quarterly hedge fund ownership of VTRS vs. share price

Market Analysis: VTRS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTRS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

99 top-rated funds 11 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: VTRS
2026 Q1 Stats Unlock in 22 days 943 + Investors

Track Smart Money conviction in VTRS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 943 900 4.78%
13F Shares 983M 960M 2.35%
Total Value $11.24B $8.67B 29.6%
New Positions 150 95 +55
Increased Positions 332 334 -2
Closed Positions 106 109 -3
Reduced Positions 335 349 -14
Total Calls 12 14 -14.29%
Total Puts 10 10 -
PUT/CALL Ratio 0.83 0.71 Neutral

Statistics: VTRS

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

943 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VTRS. Verified SEC 13F-HR filings.

Top 25 institutional holders of VTRS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 QSM Asset Management Ltd 6.50% 996,132 $13.3M
2 ARCADIA INVESTMENT MANAGEMENT CORP/MI 3.08% 1,329,326 $18.0M
3 THOMPSON INVESTMENT MANAGEMENT, INC. 1.93% 1,105,192 $14.9M
4 Poehling Capital Management, INC. 1.92% 674,632 $9.1M
5 MOODY ALDRICH PARTNERS LLC 1.10% 450,292 $6.1M
6 Counterpoint Mutual Funds LLC 0.76% 375,738 $5.1M
7 PERKINS CAPITAL MANAGEMENT INC 0.70% 54,895 $742K
8 Kendall Capital Management 0.57% 207,623 $2.8M
9 WEDGE CAPITAL MANAGEMENT L L P/NC 0.48% 1,944,173 $26.3M
10 Retireful, LLC 0.45% 23,435 $317K
11 Sound Income Strategies, LLC 0.43% 647,279 $8.8M
12 Old North State Wealth Management, LLC 0.40% 63,792 $862K
13 Bell Bank 0.31% 535,974 $7.2M
14 MFA WEALTH ADVISORS, LLC 0.28% 104,801 $1.4M
15 Cardinal Point Capital Management ULC 0.27% 328,681 $4.4M
16 ALBERT D MASON INC 0.21% 24,406 $330K
17 Polianta Ltd 0.20% 113,500 $2K
18 Live Oak Private Wealth LLC 0.20% 106,416 $1.4M
19 MQS Management LLC 0.19% 20,366 $275K
20 Appalachian Capital Management Ltd 0.18% 16,625 $225K
21 Fairvoy Private Wealth, LLC 0.17% 52,320 $707K
22 MMA ASSET MANAGEMENT LLC 0.16% 33,501 $453K
23 Y-Intercept (Hong Kong) Ltd 0.13% 525,863 $7.1M
24 Axiom Financial Strategies, LLC 0.13% 27,084 $366K
25 Fruth Investment Management 0.13% 38,110 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VIATRIS INC (VTRS)

What does the Smart Money Trend signal show for VTRS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VTRS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VTRS?

Slight buying edge — 54% buying: Last quarter: 466 funds bought or added vs 403 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VTRS holders?

Elite ownership — 52% AUM from top-100 funds: 41 of 924 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in VTRS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VTRS?

65% of holders stayed for 2+ years: 600 out of 924 hedge funds have held VTRS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.