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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
DWM
426
Dakota Wealth Management
Florida
$682K -$48.2K -135 -7%
BWM
427
Baron Wealth Management
Michigan
$668K +$2.5K +7 +0.4%
VI
428
Vestcor Inc
New Brunswick, Canada
$667K -$336K -940 -35%
LNC
429
Lincoln National Corp
Pennsylvania
$666K -$25.7K -72 -4%
Cerity Partners
430
Cerity Partners
New York
$646K +$103K +288 +21%
SPFA
431
Summit Place Financial Advisors
New Jersey
$635K +$82.5K +231 +16%
TMAM
432
Tokio Marine Asset Management
Japan
$631K -$2.5K -7 -0.4%
KIA
433
KLR Investment Advisors
Rhode Island
$625K -$28.2K -79 -5%
OP
434
ORG Partners
Indiana
$624K +$585K +1,637 New
BFM
435
Boston Financial Management
Massachusetts
$613K
EGM
436
Engineers Gate Manager
New York
$609K +$569K +1,592 New
GT
437
Greenleaf Trust
Michigan
$601K +$5.36K +15 +1%
GIA
438
Guyasuta Investment Advisors
Pennsylvania
$596K
IB
439
Intrust Bank
Kansas
$595K -$1.43K -4 -0.3%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$586K +$27.9K +78 +5%
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$576K +$64.7K +181 +14%
LA
442
Lifeworks Advisors
Michigan
$575K -$43.9K -123 -8%
KPWG
443
KFA Private Wealth Group
Virginia
$574K
JF
444
Jump Financial
Illinois
$562K +$525K +1,469 New
WG
445
Winton Group
United Kingdom
$556K -$852K -2,385 -62%
PAG
446
Private Advisor Group
New Jersey
$553K -$8.93K -25 -2%
MAS
447
Meeder Advisory Services
Ohio
$553K +$38.6K +108 +8%
IC
448
IEQ Capital
California
$552K +$76.1K +213 +17%
CCM
449
Coldstream Capital Management
Washington
$552K +$6.43K +18 +1%
RA
450
RFG Advisory
Alabama
$551K +$92.5K +259 +22%

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.