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
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$340K +$38.2K +161 +13%
RMDI
427
R.M. Davis Inc
Maine
$338K
VIA
428
Virtus Investment Advisers
Connecticut
$337K -$92.2K -389 -21%
TMAM
429
Tokio Marine Asset Management
Japan
$334K +$32.9K +139 +11%
WMS
430
Wealth Management Solutions
Pennsylvania
$333K
EIP
431
Ellis Investment Partners
Pennsylvania
$332K
VIA
432
Vident Investment Advisory
Georgia
$331K +$333K +1,405 New
SS
433
Simplicity Solutions
Minnesota
$331K +$72.3K +305 +28%
WCA
434
Westover Capital Advisors
Delaware
$329K
SIMG
435
Sonora Investment Management Group
Arizona
$327K -$190K -800 -37%
WWM
436
Western Wealth Management
Colorado
$326K -$427K -1,801 -57%
FT
437
Fiduciary Trust
Massachusetts
$321K +$94.8K +400 +41%
WS
438
Wedbush Securities
California
$321K -$17.8K -75 -5%
SCM
439
Stevens Capital Management
Pennsylvania
$320K -$6.4K -27 -2%
QCM
440
Quantinno Capital Management
New York
$318K +$115K +485 +56%
RA
441
RFG Advisory
Alabama
$316K +$20.4K +86 +8%
BAMF
442
BI Asset Management Fondsmaeglerselskab
Denmark
$314K +$317K +1,336 New
CCM
443
Coldstream Capital Management
Washington
$306K +$308K +1,299 New
IB
444
Intrust Bank
Kansas
$303K +$305K +1,287 New
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$300K +$12.6K +53 +4%
HI
446
Horizon Investments
North Carolina
$297K +$299K +1,263 New
PAG
447
Private Advisor Group
New Jersey
$295K -$28K -118 -6%
GT
448
Greenleaf Trust
Michigan
$294K +$25.6K +108 +9%
AAS
449
Avantax Advisory Services
Texas
$292K +$295K +1,243 New
MFG
450
Monte Financial Group
Connecticut
$290K +$61.8K +261 +27%

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.