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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
MSFP
551
Mark Sheptoff Financial Planning
Connecticut
$32.5K
GWS
552
Glassman Wealth Services
Virginia
$28K +$237 +1 +0.8%
JWM
553
Janiczek Wealth Management
Colorado
$27.8K +$13.5K +57 +104%
IA
554
IFP Advisors
Florida
$27K -$17.3K -73 -30%
GEA
555
Glen Eagle Advisors
New Jersey
$25.9K
AWA
556
Artemis Wealth Advisors
New York
$25.7K
FHA
557
First Horizon Advisors
Tennessee
$25.2K -$4.5K -19 -15%
WBC
558
West Branch Capital
Massachusetts
$24.7K
CIM
559
Contravisory Investment Management
Massachusetts
$23.5K
NIC
560
Northwest Investment Counselors
Oregon
$23.5K
LS
561
Livforsakringsbolaget Skandia
Sweden
$23.5K
BIA
562
Bell Investment Advisors
California
$21.2K +$7.35K +31 +53%
RFA
563
Resurgent Financial Advisors
Georgia
$20.9K +$21.1K +89 New
AA
564
Addison Advisors
Vermont
$19.5K +$9.72K +41 +98%
SSG
565
Summit Securities Group
New York
$18K +$13.7K +58 +341%
CT
566
Colonial Trust
South Carolina
$17.9K +$17.8K +75 New
LC
567
Lindbrook Capital
California
$17.7K -$9.48K -40 -35%
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$17K +$711 +3 +4%
QC
569
Quent Capital
New York
$16.3K -$7.82K -33 -32%
CA
570
Crewe Advisors
Utah
$15.3K +$12.8K +54 +491%
MWM
571
MinichMacGregor Wealth Management
New York
$14.1K +$14.2K +60 New
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$13.9K
AWM
573
Accurate Wealth Management
Florida
$12.8K +$12.3K +52 New
MWM
574
Mascoma Wealth Management
New Hampshire
$12.5K +$711 +3 +6%
Loomis, Sayles & Company
575
Loomis, Sayles & Company
Massachusetts
$12K +$1.9K +8 +19%

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.