We are live on ! Find out more
WST icon

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
KRSITF
376
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$625K
FTDI
377
First Trust Direct Indexing
Massachusetts
$566K +$52.4K +221 +10%
MA
378
Montag & Associates
Georgia
$565K
HNB
379
Huntington National Bank
Ohio
$560K +$60K +253 +12%
MYIA
380
Mount Yale Investment Advisors
Colorado
$548K -$27.7K -117 -5%
NMIMC
381
Northwestern Mutual Investment Management Company
Wisconsin
$546K -$102K -430 -16%
HWMA
382
Heritage Wealth Management (Arizona)
Arizona
$546K +$267K +1,128 +95%
CM
383
Capula Management
Cayman Islands
$539K -$320K -1,350 -37%
BAM
384
Blueshift Asset Management
New Jersey
$536K -$217K -916 -29%
BFG
385
Bleakley Financial Group
New Jersey
$534K +$537K +2,267 New
RJT
386
Raymond James Trust
Florida
$532K -$137K -580 -20%
HCA
387
Hyperion Capital Advisors
New York
$529K
BIM
388
Bridgecreek Investment Management
Oklahoma
$524K
Mercer Global Advisors
389
Mercer Global Advisors
Colorado
$511K -$9.95K -42 -2%
AIP
390
Ameritas Investment Partners
Nebraska
$507K -$1.54M -6,490 -76%
TCM
391
Twin Capital Management
Pennsylvania
$502K -$309K -1,306 -38%
DI
392
DFPG Investments
Utah
$491K +$463K +1,954 New
DT
393
Diversified Trust
Tennessee
$490K +$494K +2,083 New
BST
394
Bath Savings Trust
Maine
$484K +$290K +1,225 +148%
GD
395
Grandfield & Dodd
New York
$475K
WSCM
396
Wellington Shields Capital Management
New York
$471K
WSC
397
Wellington Shields & Co
New York
$471K
LTAS
398
Linden Thomas Advisory Services
North Carolina
$467K +$470K +1,985 New
Creative Planning
399
Creative Planning
Kansas
$465K +$93.1K +393 +25%
CIM
400
CIM Investment Management
Pennsylvania
$462K +$219K +924 +89%

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.