We are live on ! Find out more
WST icon

West Pharmaceutical

669 hedge funds and large institutions have $28.4B invested in West Pharmaceutical in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 240 increasing their positions, 240 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

15% more capital invested

Capital invested by funds: $24.8B → $28.4B (+$3.69B)

5% more funds holding

Funds holding: 639669 (+30)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 240

2.89% less ownership

Funds ownership: 94.01%91.11% (-2.9%)

33% less call options, than puts

Call options by funds: $55.9M | Put options by funds: $83.9M

Holders
669
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
11.71%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
92
Increased
240
Reduced
240
Closed
52
Calls
$55.9M
Puts
$83.9M
Net Calls
-$27.9M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
601
Harel Insurance Investments & Financial Services
Israel
$42K -$307K -729 -88%
BU
602
BBVA USA
Alabama
$42K -$2.53K -6 -6%
OIA
603
Optimum Investment Advisors
Illinois
$42K
CFA
604
Carroll Financial Associates
North Carolina
$42K +$1.26K +3 +3%
HA
605
Herold Advisors
New York
$42K +$42.2K +100 New
GRP
606
Global Retirement Partners
California
$41K +$11.4K +27 +39%
KIG
607
Kowal Investment Group
Wisconsin
$40K +$39.6K +94 New
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$39K
GWS
609
Glassman Wealth Services
Virginia
$31K +$1.69K +4 +6%
TWA
610
TCI Wealth Advisors
Arizona
$28K +$422 +1 +2%
LC
611
Lindbrook Capital
California
$25K +$3.79K +9 +18%
ANBT
612
American National Bank & Trust
Texas
$25K +$6.32K +15 +35%
BIA
613
Bell Investment Advisors
California
$25K +$24.9K +59 New
HI
614
Harbour Investments
Wisconsin
$24K +$12.2K +29 +104%
SCA
615
Stonebridge Capital Advisors
Minnesota
$23K +$19K +45 +450%
FFC
616
First Financial Corp
Indiana
$21K
HMS
617
Hanseatic Management Services
New Mexico
$21K +$20.7K +49 New
AF
618
Advisornet Financial
Minnesota
$21K +$21.1K +50 New
BWA
619
BDO Wealth Advisors
Florida
$19K
SAI
620
Systematic Alpha Investments
New Jersey
$18K +$17.3K +41 New
Nisa Investment Advisors
621
Nisa Investment Advisors
Missouri
$17.9K -$780K -1,851 -4%
EARNEST Partners
622
EARNEST Partners
Georgia
$17K
DOA
623
D'Orazio & Associates
Virginia
$17K +$16.4K +39 New
PMFA
624
Plante Moran Financial Advisors
Michigan
$17K +$16.9K +40 New
Loomis, Sayles & Company
625
Loomis, Sayles & Company
Massachusetts
$15K +$14.8K +35 New

WST Hedge Fund Activity: Q3 2021 in Review

669 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q3 2021, worth a combined $28.4B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new WST positions and 52 closed out — a net gain of 40 holders — while 240 added to existing stakes and 240 trimmed.

The largest buyer was Brown Advisory, adding an estimated $72.6M. The largest seller was Franklin Resources, cutting an estimated $167M.

  • 669 institutional investors held West Pharmaceutical (WST) as of Q3 2021, up from 639 in Q2 2021.
  • Funds reported $28.4B of West Pharmaceutical stock for Q3 2021, up 15% quarter-over-quarter.
  • 92 funds opened new West Pharmaceutical positions in Q3 2021 and 52 closed out, a net change of +40 holders.
  • The largest West Pharmaceutical buyer in Q3 2021 was Brown Advisory, an estimated $72.6M added.
  • The largest West Pharmaceutical seller in Q3 2021 was Franklin Resources, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2021.