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West Pharmaceutical

639 hedge funds and large institutions have $24.8B invested in West Pharmaceutical in 2021 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 221 increasing their positions, 218 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 51

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

28% more capital invested

Capital invested by funds: $19.3B → $24.8B (+$5.48B)

8% more funds holding

Funds holding: 590639 (+49)

1% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 218

0.78% more ownership

Funds ownership: 93.22%94.01% (+0.78%)

47% less call options, than puts

Call options by funds: $28.2M | Put options by funds: $53.5M

Holders
639
Holders Change
+49
Holders Change %
+8.31%
% of All Funds
11.12%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
104
Increased
221
Reduced
218
Closed
51
Calls
$28.2M
Puts
$53.5M
Net Calls
-$25.3M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
Manchester Capital Management
Vermont
$390K
TI
452
Tidal Investments
Wisconsin
$388K +$357K +1,080 New
CIBC World Market
453
CIBC World Market
Ontario, Canada
$375K +$345K +1,045 New
SWP
454
Stratos Wealth Partners
Ohio
$374K +$344K +1,041 New
UCFA
455
United Capital Financial Advisors
Texas
$372K +$342K +1,035 New
SWA
456
SFMG Wealth Advisors
Texas
$365K
FGAM
457
Financial Gravity Asset Management
Texas
$359K
WA
458
WestEnd Advisors
North Carolina
$359K
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K +$78K +236 +32%
FTDI
460
First Trust Direct Indexing
Massachusetts
$351K +$323K +977 New
HSA
461
HBK Sorce Advisory
Pennsylvania
$350K -$8.92K -27 -3%
IIC
462
Integrated Investment Consultants
Michigan
$350K
CCA
463
Checchi Capital Advisers
California
$346K -$4.96K -15 -2%
TCMP
464
Thrive Capital Management (Pennsylvania)
Pennsylvania
$345K
JHP
465
James Hambro & Partners
United Kingdom
$344K +$316K +957 New
CWP
466
CFM Wealth Partners
Texas
$342K +$661 +2 +0.2%
GTAM
467
Global Trust Asset Management
Florida
$341K +$314K +950 New
CNC
468
Canandaigua National Corp
New York
$334K -$34K -103 -10%
EA
469
Emerald Advisers
Pennsylvania
$334K
LOAMS
470
Lombard Odier Asset Management (Switzerland)
Switzerland
$333K +$306K +926 New
BPA
471
Beacon Pointe Advisors
California
$330K +$303K +918 New
LWAM
472
Legacy Wealth Asset Management
Minnesota
$327K -$13.9K -42 -4%
Wolverine Trading
473
Wolverine Trading
Illinois
$325K +$298K +903 New
ASN
474
Advisory Services Network
Georgia
$324K +$298K +901 New
HFM
475
Harvest Fund Management
China
$322K

WST Hedge Fund Activity: Q2 2021 in Review

639 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q2 2021, worth a combined $24.8B — up 28% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new WST positions and 51 closed out — a net gain of 53 holders — while 221 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $117M. The largest seller was Invesco, cutting an estimated $135M.

  • 639 institutional investors held West Pharmaceutical (WST) as of Q2 2021, up from 590 in Q1 2021.
  • Funds reported $24.8B of West Pharmaceutical stock for Q2 2021, up 28% quarter-over-quarter.
  • 104 funds opened new West Pharmaceutical positions in Q2 2021 and 51 closed out, a net change of +53 holders.
  • The largest West Pharmaceutical buyer in Q2 2021 was Fidelity Investments, an estimated $117M added.
  • The largest West Pharmaceutical seller in Q2 2021 was Invesco, an estimated $135M sold.

Based on aggregated 13F filings for Q2 2021.