We are live on ! Find out more
WST icon

West Pharmaceutical

592 hedge funds and large institutions have $19.7B invested in West Pharmaceutical in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 238 increasing their positions, 195 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 62

22% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 195

3% more funds holding

Funds holding: 573592 (+19)

5% more capital invested

Capital invested by funds: $18.8B → $19.7B (+$888M)

0.37% more ownership

Funds ownership: 92.85%93.22% (+0.37%)

18% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $20.5M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
592
Holders Change
+19
Holders Change %
+3.32%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
86
Increased
238
Reduced
195
Closed
62
Calls
$16.9M
Puts
$20.5M
Net Calls
-$3.6M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Endurance Wealth Management
Rhode Island
$12K
SLF
552
Sun Life Financial
Ontario, Canada
$12K
CWM
553
Curi Wealth Management
North Carolina
$12K +$12.1K +43 New
Loomis, Sayles & Company
554
Loomis, Sayles & Company
Massachusetts
$11K -$21M -75,000 -100%
EARNEST Partners
555
EARNEST Partners
Georgia
$11K
LC
556
Lindbrook Capital
California
$9K
TIAM2
557
Tru Independence Asset Management 2
Oregon
$9K +$8.7K +31 New
TVWM
558
Tower View Wealth Management
Wisconsin
$8K
TWA
559
TCI Wealth Advisors
Arizona
$8K +$2.53K +9 +45%
FP
560
Financial Perspectives
Minnesota
$7.67K
AIG
561
American International Group
New York
$7.17K -$17.1K -61 -0.2%
GFPC
562
Global Financial Private Client
Florida
$6.23K
VAIA
563
Virtus Alternative Investment Advisers
Connecticut
$6K -$27.5K -98 -83%
ABC
564
Associated Banc-Corp
Wisconsin
$6K
BWM
565
BerganKDV Wealth Management
Minnesota
$5K -$3.09K -11 -37%
HGWM
566
Harvest Group Wealth Management
Massachusetts
$5K
PWMG
567
Prestige Wealth Management Group
New Jersey
$5K
TFM
568
TFC Financial Management
Massachusetts
$5K
RIM
569
Ranger Investment Management
Texas
$4K -$1.68K -6 -29%
CCM
570
Copeland Capital Management
Pennsylvania
$4K
LWM
571
Liberty Wealth Management
California
$4K
CCA
572
Childress Capital Advisors
Texas
$4K +$4.21K +15 New
NFSG
573
Newbridge Financial Services Group
Florida
$3K -$10.1K -36 -75%
AssetMark Inc
574
AssetMark Inc
California
$3K -$2.53K -9 -45%
EFSCE
575
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$842 +3 +43%

WST Hedge Fund Activity: Q4 2020 in Review

592 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q4 2020, worth a combined $19.7B — up 4.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new WST positions and 62 closed out — a net gain of 24 holders — while 238 added to existing stakes and 195 trimmed.

The largest buyer was APG Asset Management, adding an estimated $191M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $133M sold.

  • 592 institutional investors held West Pharmaceutical (WST) as of Q4 2020, up from 573 in Q3 2020.
  • Funds reported $19.7B of West Pharmaceutical stock for Q4 2020, up 4.7% quarter-over-quarter.
  • 86 funds opened new West Pharmaceutical positions in Q4 2020 and 62 closed out, a net change of +24 holders.
  • The largest West Pharmaceutical buyer in Q4 2020 was APG Asset Management, an estimated $191M added.
  • The largest West Pharmaceutical seller in Q4 2020 was 1832 Asset Management, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2020.