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West Pharmaceutical

734 hedge funds and large institutions have $26B invested in West Pharmaceutical in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 253 increasing their positions, 269 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $52M | Put options by funds: $26.5M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $24B → $26B (+$1.94B)

6% more funds holding

Funds holding: 695734 (+39)

6% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 269

1.95% less ownership

Funds ownership: 93.72%91.76% (-2%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
734
Holders Change
+39
Holders Change %
+5.61%
% of All Funds
11.52%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
93
Increased
253
Reduced
269
Closed
50
Calls
$52M
Puts
$26.5M
Net Calls
+$25.5M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
626
Ogorek Anthony Joseph
New York
$68K
GWM
627
Geneos Wealth Management
Colorado
$67.3K -$44.7K -125 -42%
SWM
628
Spire Wealth Management
Virginia
$65.4K -$25.4K -71 -29%
CPG
629
Cornerstone Planning Group
New Jersey
$65K +$60.7K +170 New
BWM
630
BerganKDV Wealth Management
Minnesota
$64.3K -$5.72K -16 -9%
TIM
631
Tortoise Investment Management
New York
$62K
AWM
632
Avior Wealth Management
Nebraska
$62K +$5K +14 +9%
LC
633
Lindbrook Capital
California
$60.8K -$7.86K -22 -12%
LSA
634
Leonteq Securities AG
Switzerland
$57.8K
WP
635
WealthPLAN Partners
Nebraska
$56.6K
FHA
636
First Horizon Advisors
Tennessee
$56.2K
MSFP
637
Mark Sheptoff Financial Planning
Connecticut
$52.8K
PTC
638
Private Trust Company
Ohio
$51.6K -$3.21K -9 -6%
GWS
639
Glassman Wealth Services
Virginia
$47.8K
BBHC
640
Brown Brothers Harriman & Co
New York
$43.2K -$20.4K -57 -34%
GEA
641
Glen Eagle Advisors
New Jersey
$42.1K
AWA
642
Artemis Wealth Advisors
New York
$40.4K -$15.7K -44 -29%
JWM
643
Janiczek Wealth Management
Colorado
$40.2K -$15.7K -44 -30%
WBC
644
West Branch Capital
Massachusetts
$40.2K
AA
645
Addison Advisors
Vermont
$39.4K +$4.29K +12 +13%
CIM
646
Contravisory Investment Management
Massachusetts
$38.2K
NIC
647
Northwest Investment Counselors
Oregon
$38.2K
LS
648
Livforsakringsbolaget Skandia
Sweden
$38.2K
SSG
649
Summit Securities Group
New York
$37K -$17.5K -49 -34%
BIA
650
Bell Investment Advisors
California
$35.2K +$714 +2 +2%

WST Hedge Fund Activity: Q2 2023 in Review

734 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q2 2023, worth a combined $26B — up 8.1% from $24B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WST positions and 50 closed out — a net gain of 43 holders — while 253 added to existing stakes and 269 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $89.8M. The largest seller was Neuberger Berman Group, cutting an estimated $86.6M.

  • 734 institutional investors held West Pharmaceutical (WST) as of Q2 2023, up from 695 in Q1 2023.
  • Funds reported $26B of West Pharmaceutical stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 93 funds opened new West Pharmaceutical positions in Q2 2023 and 50 closed out, a net change of +43 holders.
  • The largest West Pharmaceutical buyer in Q2 2023 was Man Group, an estimated $89.8M added.
  • The largest West Pharmaceutical seller in Q2 2023 was Neuberger Berman Group, an estimated $86.6M sold.

Based on aggregated 13F filings for Q2 2023.