Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Viatris Inc (VTRS)

1K + 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
↑ +21
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — VTRS

Based on 1012 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
1,012 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

495 buying437 selling
Last quarter: 495 funds bought or added vs 437 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.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 109 → 100 → 158 → 140. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
626 out of 1,012 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.
📈

Growing discovery — still being found

124 → 109 → 100 → 158 → 140 new funds/Q
New funds entering each quarter: 109 → 100 → 158 → 140. 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 ■ 22% new
Of 1,034 current holders: 699 (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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
58 of 1012 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — VTRS

In 2026 Q1, 495 hedge funds were net buyers of VTRS (140 opened a new position, 355 added to an existing one), while 437 reduced or exited (318 trimmed, 119 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 40% of total institutional value in VTRS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 1012.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Viatris Inc (VTRS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VTRS has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
VTRS
+22.0%
XLV
+4.3%

VTRS outperformed XLV by +17.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
VTRS
+0.7%
XLV
+5.3%

Since the filing became public, VTRS outperformed XLV by -4.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

64 top-rated funds 16 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: VTRS
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1004 991 1.31%
13F Shares 990M 988M 0.26%
Total Value $12.09B $11.29B 7.11%
New Positions 135 158 -23
Increased Positions 349 323 +26
Closed Positions 122 107 +15
Reduced Positions 309 318 -9
Total Calls 13 12 8.33%
Total Puts 11 10 10.0%
PUT/CALL Ratio 0.85 0.83 Neutral

Statistics: VTRS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

QUARTER:
Top 25 VTRS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Callodine Capital Management, LP 7.67% 8,118,742 $109.7M
2 QSM Asset Management Ltd 6.50% 996,132 $13.3M
3 Bastion Asset Management Inc. 6.39% 1,588,476 $21.0M
4 Continental Advisors LLC 6.13% 888,750 $12.0M
5 Davis Selected Advisers 4.85% 78,211,191 $1.06B
6 Rubric Capital Management LP 4.79% 33,500,000 $452.6M
7 Royal Palms Capital LLC 4.03% 301,482 $4.1M
8 Deerfield Management Company, L.P. 3.22% 20,206,170 $273.0M
9 Highland Peak Capital, LLC 3.18% 877,918 $11.9M
10 Lakewood Capital Management, LP 3.13% 3,670,900 $49.6M
11 Monaco Asset Management SAM 3.13% 1,255,620 $17.0M
12 Glenview Capital Management, LLC 3.08% 9,087,244 $122.8M
13 Arcadia Investment Management Corp/Mi 3.08% 1,329,326 $18.0M
14 Alexander Randolph Advisory, Inc. 2.95% 253,324 $3.4M
15 Tejara Capital Ltd 2.69% 604,520 $8.2M
16 Miller Value Partners, LLC 2.58% 731,676 $9.9M
17 Nantahala Capital Management, LLC 2.49% 5,000,000 $67.5M
18 Factorial Partners, LLC 2.33% 238,000 $3.2M
19 Lion Point Capital, LP 2.24% 27,700 $374K
20 Invenomic Capital Management LP 2.00% 3,229,112 $43.6M
21 Lorne Steinberg Wealth Management Inc. 2.00% 624,016 $8.4M
22 CM Management, LLC 1.98% 175,000 $2.4M
23 Thompson Investment Management, INC. 1.93% 1,105,192 $14.9M
24 Poehling Capital Management, INC. 1.92% 674,632 $9.1M
25 Stance Capital LLC 1.73% 263,327 $3.6M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 53% buying: Last quarter: 495 funds bought or added vs 437 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 — 40% AUM from top-100 funds: 58 of 1012 holders are among the 100 largest funds by AUM, controlling 40% 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?

62% of holders stayed for 2+ years: 626 out of 1,012 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.

Is it too late to buy Viatris Inc (VTRS) following the 2026 Q1 hedge fund 13F filings?

As of today, VTRS has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.3% for the XLV sector ETF — an outperformance of -4.6%. Since the quarter end (March 31, 2026), VTRS has gained +22.0% vs +4.3% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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