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West Pharmaceutical

730 hedge funds and large institutions have $32B invested in West Pharmaceutical in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 278 increasing their positions, 226 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 63

23% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 226

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more capital invested

Capital invested by funds: $28.4B → $32B (+$3.57B)

9% more funds holding

Funds holding: 669730 (+61)

2.68% more ownership

Funds ownership: 91.11%93.8% (+2.7%)

30% less call options, than puts

Call options by funds: $63.3M | Put options by funds: $90.2M

Holders
730
Holders Change
+61
Holders Change %
+9.12%
% of All Funds
11.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
136
Increased
278
Reduced
226
Closed
63
Calls
$63.3M
Puts
$90.2M
Net Calls
-$26.9M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
401
American Portfolios Advisors
New York
$1.06M +$381K +886 +65%
HCA
402
Hyperion Capital Advisors
New York
$1.05M -$39.6K -92 -4%
MFGM
403
Marshall Financial Group (Maryland)
Maryland
$1.05M -$5.17K -12 -0.5%
BIM
404
Bridgecreek Investment Management
Oklahoma
$1.04M -$334K -775 -26%
JCIA
405
Jackson Creek Investment Advisors
Colorado
$1.04M -$57.2K -133 -6%
Koshinski Asset Management
406
Koshinski Asset Management
Illinois
$1.04M -$98.1K -228 -9%
SIMG
407
Sonora Investment Management Group
Arizona
$1.03M +$943K +2,190 New
AWM
408
Axxcess Wealth Management
California
$1M +$919K +2,134 New
ACM
409
AlphaCrest Capital Management
New York
$999K -$332K -772 -27%
LWAC
410
Laurel Wealth Advisors (California)
California
$998K +$916K +2,128 New
PAG
411
Private Advisory Group
Washington
$989K +$908K +2,109 New
FTDI
412
First Trust Direct Indexing
Massachusetts
$965K -$31.4K -73 -3%
BRWA
413
B. Riley Wealth Advisors
Florida
$951K +$44.8K +104 +5%
GD
414
Grandfield & Dodd
New York
$950K
TMAM
415
Tokio Marine Asset Management
Japan
$949K +$337K +784 +63%
WSCM
416
Wellington Shields Capital Management
New York
$938K
WSC
417
Wellington Shields & Co
New York
$938K
SAM
418
Strategy Asset Managers
California
$907K -$349K -810 -30%
SLG
419
Stanley-Laman Group
Pennsylvania
$907K
KRSITF
420
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$900K -$12.5K -29 -1%
WMS
421
Wealth Management Solutions
Pennsylvania
$898K +$824K +1,914 New
COI
422
Connable Office Inc
Michigan
$865K
AIL
423
AGF Investments LLC
Ontario, Canada
$862K +$791K +1,837 New
GWM
424
Geneos Wealth Management
Colorado
$852K -$35.3K -82 -4%
BGDI
425
BW Gestao de Investimentos
Brazil
$844K -$1.38M -3,200 -64%

WST Hedge Fund Activity: Q4 2021 in Review

730 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q4 2021, worth a combined $32B — up 13% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new WST positions and 63 closed out — a net gain of 73 holders — while 278 added to existing stakes and 226 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $496M. The largest seller was Victory Capital Management, cutting an estimated $117M.

  • 730 institutional investors held West Pharmaceutical (WST) as of Q4 2021, up from 669 in Q3 2021.
  • Funds reported $32B of West Pharmaceutical stock for Q4 2021, up 13% quarter-over-quarter.
  • 136 funds opened new West Pharmaceutical positions in Q4 2021 and 63 closed out, a net change of +73 holders.
  • The largest West Pharmaceutical buyer in Q4 2021 was T. Rowe Price Associates, an estimated $496M added.
  • The largest West Pharmaceutical seller in Q4 2021 was Victory Capital Management, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2021.