We are live on ! Find out more
WST icon

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
SWM
551
Spire Wealth Management
Virginia
$104K -$5.29K -16 -5%
BBL
552
Beck Bode LLC
Massachusetts
$102K +$94.2K +285 New
FPS
553
Fieldpoint Private Securities
Connecticut
$90K -$12.2K -37 -15%
T
554
TOBAM
France
$90K
PCG
555
Private Capital Group
Connecticut
$83K -$21.8K -66 -22%
KFP
556
KB Financial Partners
New Jersey
$81K -$49.6K -150 -40%
NR
557
Newfound Research
Massachusetts
$81K +$14.5K +44 +24%
CFB
558
Cullen/Frost Bankers
Texas
$79K -$3.3K -10 -4%
AA
559
AlphaCentric Advisors
Puerto Rico
$79K +$9.25K +28 +15%
TIM
560
Tortoise Investment Management
New York
$69K -$2.97K -9 -5%
WAM
561
Wolverine Asset Management
Illinois
$62K +$57.5K +174 New
GAM
562
Gemmer Asset Management
California
$61K
IA
563
IFP Advisors
Florida
$60K -$25.8K -78 -32%
SFSIG
564
San Francisco Sentry Investment Group
California
$60K -$330 -1 -0.6%
ST
565
Sageworth Trust
Pennsylvania
$57K +$52.9K +160 New
MSFP
566
Mark Sheptoff Financial Planning
Connecticut
$50K
NSB
567
Norway Savings Bank
Maine
$50K
AWM
568
Atticus Wealth Management
Florida
$48K -$6.61K -20 -13%
LWM
569
Liberty Wealth Management
California
$48K +$39.3K +119 +744%
MCM
570
MV Capital Management
Maryland
$48K +$44.3K +134 New
FWM
571
FFT Wealth Management
Pennsylvania
$46K +$42K +127 New
AS
572
Altshuler Shaham
Israel
$45K +$41K +124 New
RE
573
RBC Europe
United Kingdom
$43.5K +$40K +121 New
FHC
574
First Horizon Corporation
Tennessee
$41K
HWA
575
Heritage Wealth Advisors
Virginia
$40.9K -$92.5K -280 -71%

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.