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West Pharmaceutical

734 hedge funds and large institutions have $26B invested in West Pharmaceutical in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 253 increasing their positions, 269 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $52M | Put options by funds: $26.5M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $24B → $26B (+$1.94B)

6% more funds holding

Funds holding: 695734 (+39)

6% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 269

1.95% less ownership

Funds ownership: 93.72%91.76% (-2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
734
Holders Change
+39
Holders Change %
+5.61%
% of All Funds
11.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
93
Increased
253
Reduced
269
Closed
50
Calls
$52M
Puts
$26.5M
Net Calls
+$25.5M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
376
Cambridge Investment Research Advisors
Iowa
$1.09M -$108K -303 -10%
BG
377
Bahl & Gaynor
Ohio
$1.07M -$84.7K -237 -8%
WF
378
Welch & Forbes
Massachusetts
$1.07M +$673K +1,884 +206%
HNB
379
Huntington National Bank
Ohio
$1.07M +$129K +361 +15%
PP
380
PDT Partners
New York
$1.07M -$1.14M -3,186 -53%
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$1.05M -$22.1K -62 -2%
PWG
382
Portside Wealth Group
Utah
$1.03M +$963K +2,697 New
WSTAM
383
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M
KRSITF
384
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.02M +$11.1K +31 +1%
TWC
385
TD Waterhouse Canada
Ontario, Canada
$1M +$11.4K +32 +1%
PMEF
386
Point72 Middle East FZE
United Arab Emirates
$936K +$875K +2,448 New
Assenagon Asset Management
387
Assenagon Asset Management
Luxembourg
$931K -$6.07M -16,999 -87%
MA
388
Montag & Associates
Georgia
$918K
NMIMC
389
Northwestern Mutual Investment Management Company
Wisconsin
$896K +$5.36K +15 +0.6%
CCIA
390
Campbell & Co Investment Adviser
Maryland
$877K +$820K +2,294 New
VCM
391
Virtue Capital Management
Tennessee
$875K -$118K -330 -12%
MYIA
392
Mount Yale Investment Advisors
Colorado
$866K -$45.7K -128 -5%
HCA
393
Hyperion Capital Advisors
New York
$860K
BIM
394
Bridgecreek Investment Management
Oklahoma
$851K
BAAM
395
Baker Avenue Asset Management
California
$848K +$41.8K +117 +6%
BFG
396
Bleakley Financial Group
New Jersey
$841K +$13.6K +38 +2%
SS
397
Simplicity Solutions
Minnesota
$841K +$7.14K +20 +0.9%
EF
398
Empirical Finance
Pennsylvania
$825K +$99.7K +279 +15%
LTAS
399
Linden Thomas Advisory Services
North Carolina
$818K +$61.1K +171 +9%
KAS
400
Kestra Advisory Services
Texas
$814K -$36.8K -103 -5%

WST Hedge Fund Activity: Q2 2023 in Review

734 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q2 2023, worth a combined $26B — up 8.1% from $24B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WST positions and 50 closed out — a net gain of 43 holders — while 253 added to existing stakes and 269 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $89.8M. The largest seller was Neuberger Berman Group, cutting an estimated $86.6M.

  • 734 institutional investors held West Pharmaceutical (WST) as of Q2 2023, up from 695 in Q1 2023.
  • Funds reported $26B of West Pharmaceutical stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 93 funds opened new West Pharmaceutical positions in Q2 2023 and 50 closed out, a net change of +43 holders.
  • The largest West Pharmaceutical buyer in Q2 2023 was Man Group, an estimated $89.8M added.
  • The largest West Pharmaceutical seller in Q2 2023 was Neuberger Berman Group, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2023.