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West Pharmaceutical

637 hedge funds and large institutions have $16.2B invested in West Pharmaceutical in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 231 increasing their positions, 232 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 78

0.68% more ownership

Funds ownership: 92.7%93.38% (+0.68%)

0% less funds holding

Funds holding: 638637 (-1)

0% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 232

4% less capital invested

Capital invested by funds: $16.9B → $16.2B (-$687M)

4% less call options, than puts

Call options by funds: $29.8M | Put options by funds: $31.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
10.24%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
88
Increased
231
Reduced
232
Closed
78
Calls
$29.8M
Puts
$31.2M
Net Calls
-$1.39M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
326
Laurel Wealth Advisors (California)
California
$990K +$281K +1,185 +39%
MWM
327
Mission Wealth Management
California
$988K +$56.2K +237 +6%
Bessemer Group
328
Bessemer Group
New Jersey
$983K -$259K -1,094 -21%
Wealthfront Advisers
329
Wealthfront Advisers
California
$982K +$190K +800 +24%
TPCW
330
TD Private Client Wealth
New York
$982K +$28K +118 +3%
BF
331
BOK Financial
Oklahoma
$976K +$595K +2,511 +154%
AWS
332
Atria Wealth Solutions
New York
$974K -$95K -401 -9%
FA
333
Fiducient Advisors
Illinois
$964K +$970K +4,094 New
NB
334
Norinchukin Bank
Japan
$959K -$148K -626 -13%
E
335
Ergoteles
New York
$948K -$720K -3,039 -43%
HSA
336
HBK Sorce Advisory
Pennsylvania
$935K +$649K +2,739 +222%
EHC
337
Everett Harris & Co
California
$920K
WA
338
Waddell & Associates
Tennessee
$918K
VWM
339
Venturi Wealth Management
Texas
$904K +$244K +1,030 +37%
VFA
340
Voya Financial Advisors
Connecticut
$898K -$300K -1,267 -25%
YIH
341
Y-Intercept (HK)
Hong Kong
$880K -$1.45M -6,103 -62%
PIM
342
Penobscot Investment Management
Massachusetts
$879K -$419K -1,770 -32%
AFS
343
Aft Forsyth & Sober
Florida
$871K
BOC
344
Barbara Oil Co
Illinois
$871K
PA
345
PFG Advisors
Arizona
$853K
TI
346
Tidal Investments
Wisconsin
$849K +$18.7K +79 +2%
TC
347
TwinBeech Capital
New York
$845K -$18.7M -78,834 -96%
Wellington Management Group
348
Wellington Management Group
Massachusetts
$834K +$46.2K +195 +6%
NMERB
349
New Mexico Educational Retirement Board
New Mexico
$824K -$71.1K -300 -8%
PGAM
350
Princeton Global Asset Management
New Jersey
$818K

WST Hedge Fund Activity: Q4 2022 in Review

637 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q4 2022, worth a combined $16.2B — down 4.1% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new WST positions and 78 closed out — a net gain of 10 holders — while 231 added to existing stakes and 232 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $440M. The largest seller was T. Rowe Price Associates, cutting an estimated $372M.

  • 637 institutional investors held West Pharmaceutical (WST) as of Q4 2022, down from 638 in Q3 2022.
  • Funds reported $16.2B of West Pharmaceutical stock for Q4 2022, down 4.1% quarter-over-quarter.
  • 88 funds opened new West Pharmaceutical positions in Q4 2022 and 78 closed out, a net change of +10 holders.
  • The largest West Pharmaceutical buyer in Q4 2022 was Bank of New York Mellon, an estimated $440M added.
  • The largest West Pharmaceutical seller in Q4 2022 was T. Rowe Price Associates, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2022.