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
↑ +14
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — VTRS

Based on 1030 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,030 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 — +8% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

500 buying437 selling
Last quarter: 500 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 (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 101 → 159 → 142 → 127. 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.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
650 out of 1,030 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 +36% but shares only +7% — price-driven

Value
+35%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +36%, but actual share count only changed +7%. 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.
➡️

Steady discovery — ~127 new funds/quarter

111 → 101 → 159 → 142 → 127 new funds/Q
New funds entering each quarter: 101 → 159 → 142 → 127. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 1,055 holders: 721 (68%) are 2+ year veterans, 117 entered 1–2 years ago, and 217 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
62 of 1022 holders are among the 100 largest funds by AUM, controlling 59% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 500 hedge funds were net buyers of VTRS (127 opened a new position, 373 added to an existing one), while 437 reduced or exited (324 trimmed, 113 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in VTRS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 1030.

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 Q2 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 June 30, 2026 · 82d ago
VTRS
+6.7%
XLV
+6.1%

VTRS outperformed XLV by +0.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
VTRS
+5.2%
XLV
+0.6%

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 12 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.3
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1014 1016 -0.2%
13F Shares 1.05B 1.00B 4.89%
Total Value $15.23B $12.23B 24.49%
New Positions 125 142 -17
Increased Positions 360 350 +10
Closed Positions 119 119 -
Reduced Positions 317 312 +5
Total Calls 19 13 46.15%
Total Puts 13 11 18.18%
PUT/CALL Ratio 0.68 0.85 Bullish

Statistics: VTRS

View More

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 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Callodine Capital Management, LP 8.29% 8,000,742 $127.1M
2 QSM Asset Management Ltd 8.24% 996,132 $15.9M
3 Royal Palms Capital LLC 6.01% 430,675 $6.8M
4 Quaker Capital Investments, LLC 5.90% 1,358,154 $21.6M
5 Bastion Asset Management Inc. 5.49% 1,052,647 $16.2M
6 Continental Advisors LLC 5.25% 782,750 $12.4M
7 Davis Selected Advisers 5.13% 75,232,254 $1.19B
8 Highland Peak Capital, LLC 5.09% 1,101,731 $17.5M
9 Rubric Capital Management LP 4.98% 34,168,743 $542.6M
10 Deerfield Management Company, L.P. 3.35% 20,206,170 $320.9M
11 Alexander Randolph Advisory, Inc. 3.25% 248,227 $3.9M
12 Lakewood Capital Management, LP 3.06% 3,735,900 $59.3M
13 Glenview Capital Management, LLC 2.86% 9,877,409 $156.9M
14 Miller Value Partners, LLC 2.75% 733,164 $11.6M
15 Nantahala Capital Management, LLC 2.64% 5,000,000 $79.4M
16 Sio Capital Management, LLC 2.51% 954,299 $15.2M
17 Poehling Capital Management, INC. 2.29% 672,250 $10.7M
18 Lion Point Capital, LP 2.10% 27,700 $440K
19 Thompson Investment Management, INC. 1.99% 1,091,367 $17.3M
20 Cutler Capital Management, LLC 1.85% 448,363 $7.1M
21 CM Management, LLC 1.77% 175,000 $2.8M
22 Invenomic Capital Management LP 1.65% 1,738,790 $27.6M
23 Arnhold LLC 1.62% 1,460,974 $23.2M
24 Monaco Asset Management SAM 1.53% 1,214,573 $19.3M
25 Argent Capital Management LLC 1.28% 2,550,355 $40.5M
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 — 3 quarters in a row: For 3 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: 500 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 — 59% AUM from top-100 funds: 62 of 1022 holders are among the 100 largest funds by AUM, controlling 59% 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?

63% of holders stayed for 2+ years: 650 out of 1,030 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 Q2 hedge fund 13F filings?

As of today, VTRS has moved +5.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.6% for the XLV sector ETF — an outperformance of +4.6%. Since the quarter end (June 30, 2026), VTRS has gained +6.7% vs +6.1% 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.

Full history →