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
OA
701
Operose Advisors
Wisconsin
$17.4K
AF
702
Advisornet Financial
Minnesota
$17K +$9.99K +27 +169%
DIP
703
DT Investment Partners
Pennsylvania
$16.2K
RTL
704
Red Tortoise LLC
Georgia
$15.8K
JWA
705
JFS Wealth Advisors
Pennsylvania
$14.2K +$3.33K +9 +33%
AIM
706
Anchor Investment Management
South Carolina
$14.2K +$8.51K +23 +177%
RIM
707
Ranger Investment Management
Texas
$13.5K -$1.48K -4 -11%
SC
708
Solstein Capital
California
$13.5K
NS
709
NBC Securities
Alabama
$13K +$9.25K +25 +313%
HI
710
Harbour Investments
Wisconsin
$12.7K -$3.33K -9 -22%
CJ
711
Caitlin John
Michigan
$12.3K +$1.85K +5 +19%
LFG
712
Larson Financial Group
Missouri
$11.9K
VWA
713
Valued Wealth Advisors
Utah
$11.9K +$2.22K +6 +25%
NFSG
714
Newbridge Financial Services Group
Florida
$11.1K
CA
715
Clearstead Advisors
Ohio
$10.7K -$1.48K -4 -12%
FP
716
Financial Perspectives
Minnesota
$10.7K
KFS
717
Kelly Financial Services
Massachusetts
$9.11K
ZB
718
Zions Bancorporation
Utah
$9.1K -$1.48K -4 -15%
GFPC
719
Global Financial Private Client
Florida
$8.71K
WPA
720
West Paces Advisors
Georgia
$8.71K
RIL
721
Rothschild Investment LLC
Illinois
$8.71K +$1.85K +5 +29%
CA
722
Crewe Advisors
Utah
$8.71K +$8.14K +22 New
MAM
723
Meeder Asset Management
Ohio
$8.71K +$8.14K +22 New
CFO
724
CVA Family Office
Colorado
$8.31K +$370 +1 +5%
AWM
725
Abound Wealth Management
Tennessee
$7.52K +$2.59K +7 +58%