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West Pharmaceutical

730 hedge funds and large institutions have $32B invested in West Pharmaceutical in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 278 increasing their positions, 226 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 63

23% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 226

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more capital invested

Capital invested by funds: $28.4B → $32B (+$3.57B)

9% more funds holding

Funds holding: 669730 (+61)

2.68% more ownership

Funds ownership: 91.11%93.8% (+2.7%)

30% less call options, than puts

Call options by funds: $63.3M | Put options by funds: $90.2M

Holders
730
Holders Change
+61
Holders Change %
+9.12%
% of All Funds
11.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
136
Increased
278
Reduced
226
Closed
63
Calls
$63.3M
Puts
$90.2M
Net Calls
-$26.9M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
626
Belpointe Asset Management
Nevada
$119K +$5.6K +13 +5%
T
627
TOBAM
France
$118K
PCG
628
Private Capital Group
Connecticut
$115K -$430 -1 -0.4%
CF
629
Centaurus Financial
California
$115K +$105K +245 New
PPWM
630
PFG Private Wealth Management
Florida
$111K -$2.15K -5 -2%
KFP
631
KB Financial Partners
New Jersey
$104K +$95.6K +222 New
CFB
632
Cullen/Frost Bankers
Texas
$103K
FPS
633
Fieldpoint Private Securities
Connecticut
$99K +$3.87K +9 +4%
Marshall Wace
634
Marshall Wace
United Kingdom
$93K -$107M -248,900 -100%
GAM
635
Gemmer Asset Management
California
$79K
TIM
636
Tortoise Investment Management
New York
$78K -$7.75K -18 -10%
C
637
Covestor
United Kingdom
$71K +$65K +151 New
AWM
638
Atticus Wealth Management
Florida
$69K -$127K -295 -67%
MCM
639
MV Capital Management
Maryland
$67K +$1.29K +3 +2%
CWS
640
Confluence Wealth Services
Pennsylvania
$67K +$61.6K +143 New
EWA
641
EverSource Wealth Advisors
Alabama
$67K +$61.6K +143 New
MSFP
642
Mark Sheptoff Financial Planning
Connecticut
$65K
DFCM
643
Dark Forest Capital Management
Puerto Rico
$63K +$58.1K +135 New
STCOSD
644
Sageworth Trust Company of South Dakota
South Dakota
$56K +$51.2K +119 New
GEA
645
Glen Eagle Advisors
New Jersey
$51.6K
DAC
646
Dividend Assets Capital
South Carolina
$51K +$46.9K +109 New
WBC
647
West Branch Capital
Massachusetts
$49K
FAG
648
Fortitude Advisory Group
Washington
$49K +$45.6K +106 New
HIIFS
649
Harel Insurance Investments & Financial Services
Israel
$47K
OIA
650
Optimum Investment Advisors
Illinois
$47K

WST Hedge Fund Activity: Q4 2021 in Review

730 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q4 2021, worth a combined $32B — up 13% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new WST positions and 63 closed out — a net gain of 73 holders — while 278 added to existing stakes and 226 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $496M. The largest seller was Victory Capital Management, cutting an estimated $117M.

  • 730 institutional investors held West Pharmaceutical (WST) as of Q4 2021, up from 669 in Q3 2021.
  • Funds reported $32B of West Pharmaceutical stock for Q4 2021, up 13% quarter-over-quarter.
  • 136 funds opened new West Pharmaceutical positions in Q4 2021 and 63 closed out, a net change of +73 holders.
  • The largest West Pharmaceutical buyer in Q4 2021 was T. Rowe Price Associates, an estimated $496M added.
  • The largest West Pharmaceutical seller in Q4 2021 was Victory Capital Management, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2021.