We are live on ! Find out more
WST icon

West Pharmaceutical

778 hedge funds and large institutions have $27B invested in West Pharmaceutical in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 291 increasing their positions, 266 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

10% more capital invested

Capital invested by funds: $24.5B → $27B (+$2.56B)

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 266

7% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 91

1% less funds holding

Funds holding: 782778 (-4)

0.62% less ownership

Funds ownership: 94.24%93.62% (-0.62%)

25% less call options, than puts

Call options by funds: $124M | Put options by funds: $167M

Holders
778
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
11.21%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
97
Increased
291
Reduced
266
Closed
91
Calls
$124M
Puts
$167M
Net Calls
-$42M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
576
Legacy Wealth Asset Management
Minnesota
$317K +$740 +2 +0.3%
EDRIA
577
Edmonds Duncan Registered Investment Advisors
Kansas
$317K -$222K -599 -43%
PSC
578
Portman Square Capital
United Kingdom
$315K -$608K -1,644 -67%
EWS
579
Evergreen Wealth Solutions
Pennsylvania
$315K
LSAG
580
Lake Street Advisors Group
New Hampshire
$313K -$2.59K -7 -0.9%
CPC
581
Consolidated Planning Corp
Georgia
$311K +$291K +787 New
CI
582
Cigna Investments
Connecticut
$311K
ZIM
583
Zacks Investment Management
Illinois
$310K -$3.07M -8,288 -91%
QCG
584
Quadrant Capital Group
Ohio
$309K -$11.5K -31 -4%
HFM
585
Harvest Fund Management
China
$309K +$158K +426 +120%
SWS
586
SYSTM Wealth Solutions
Illinois
$304K +$9.99K +27 +4%
CBFP
587
Cedar Brook Financial Partners
Ohio
$303K
Focus Partners Wealth
588
Focus Partners Wealth
Massachusetts
$302K +$282K +763 New
AMCA
589
Arthur M. Cohen & Associates
Illinois
$297K +$277K +750 New
HWM
590
HB Wealth Management
Georgia
$295K
C
591
Certuity
Florida
$294K +$1.48K +4 +0.5%
VCM
592
Virtue Capital Management
Tennessee
$292K +$740 +2 +0.3%
EWM
593
Elite Wealth Management
Washington
$289K -$3.7K -10 -1%
PS
594
Principal Securities
Iowa
$287K +$8.51K +23 +3%
SPIA
595
Steward Partners Investment Advisory
New York
$286K -$5.92K -16 -2%
WBC
596
Westpac Banking Corp
Australia
$285K -$13.3K -36 -5%
SC
597
Syon Capital
California
$282K +$263K +712 New
NCFG
598
New Century Financial Group
New Jersey
$282K +$2.96K +8 +1%
BP
599
Ballentine Partners
Massachusetts
$281K -$11.5K -31 -4%
IAS
600
Insigneo Advisory Services
Florida
$279K +$36.3K +98 +16%