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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
TFO
701
Tarbox Family Office
California
$8K +$5.17K +12 +240%
JFA
702
JNBA Financial Advisors
Minnesota
$8K +$6.89K +16 New
PMFA
703
Plante Moran Financial Advisors
Michigan
$7K -$10.8K -25 -63%
BA
704
Bellwether Advisors
Nebraska
$7K
AIM
705
Anchor Investment Management
South Carolina
$6.1K +$5.6K +13 New
AWM
706
Avior Wealth Management
Nebraska
$6K +$4.3K +10 +333%
AWA
707
Amplius Wealth Advisors
Pennsylvania
$6K +$5.6K +13 New
SWM
708
Selective Wealth Management
Virginia
$5K
VCM
709
Versant Capital Management
Arizona
$5K
SC
710
Schubert & Co
Texas
$5K +$4.3K +10 New
SC
711
Sierra Capital
Florida
$5K +$4.74K +11 New
CCM
712
Copeland Capital Management
Pennsylvania
$4K -$2.15K -5 -38%
ZB
713
Zions Bancorporation
Utah
$4K +$2.15K +5 +125%
JWA
714
JFS Wealth Advisors
Pennsylvania
$4K +$3.87K +9 New
SIS
715
Sound Income Strategies
Florida
$4K +$3.87K +9 New
FGAM
716
Financial Gravity Asset Management
Texas
$3.7K +$5.05M +11,724 +1,172,400%
BWM
717
Baystate Wealth Management
Massachusetts
$3K
SWA
718
Sutton Wealth Advisors
Florida
$2.35K +$1.72K +4 +400%
LIM
719
Longfellow Investment Management
Massachusetts
$2K
WWM
720
Wolff Wiese Magana
California
$2K
BEI
721
Benjamin Edwards Inc
Missouri
$2K +$1.72K +4 New
CAC
722
Core Alternative Capital
Georgia
$2K +$1.72K +4 New
CP
723
Castleview Partners
Texas
$1.1K +$221M +514,102 New
AssetMark Inc
724
AssetMark Inc
California
$1K
CAM
725
ClariVest Asset Management
California
$1K

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.