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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
Dimensional Fund Advisors
526
Dimensional Fund Advisors
Texas
$68.7K -$1.6M -6,749 -2%
BC
527
Barrett & Company
Rhode Island
$68.1K
CSB
528
City State Bank
Iowa
$66K
BAM
529
Belpointe Asset Management
Nevada
$65.5K +$65.9K +278 New
SWM
530
Spire Wealth Management
Virginia
$64K +$3.32K +14 +5%
CPG
531
Cornerstone Planning Group
New Jersey
$61.1K +$56.9K +240 New
PA
532
Parallel Advisors
California
$59.8K +$1.9K +8 +3%
Lazard Asset Management
533
Lazard Asset Management
New York
$57K +$20.6K +87 +55%
CA
534
CoreCap Advisors
Michigan
$56.2K +$56.6K +239 New
HFM
535
Harvest Fund Management
China
$56K -$127K -534 -69%
CFB
536
Cullen/Frost Bankers
Texas
$48.2K
EWA
537
EverSource Wealth Advisors
Alabama
$48.2K +$34.8K +147 +253%
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$48K +$47.9K +202 New
KFP
539
KB Financial Partners
New Jersey
$46K -$1.9K -8 -4%
FFA
540
Farther Finance Advisors
California
$45.9K +$46.2K +195 New
NA
541
NewEdge Advisors
Louisiana
$45.6K -$1.33M -5,621 -86%
BWM
542
BerganKDV Wealth Management
Minnesota
$43.3K -$711 -3 -2%
MCM
543
MV Capital Management
Maryland
$41.7K -$474 -2 -1%
PTC
544
Private Trust Company
Ohio
$41K +$2.13K +9 +5%
CTC
545
Central Trust Company
Missouri
$41K -$196K -826 -83%
CS
546
Comerica Securities
Michigan
$39.5K +$39.8K +168 New
ASN
547
Advisory Services Network
Georgia
$38.4K +$38.6K +163 New
BBHC
548
Brown Brothers Harriman & Co
New York
$38.4K
TIM
549
Tortoise Investment Management
New York
$38.1K
LSA
550
Leonteq Securities AG
Switzerland
$35.5K

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.