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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
PCFFS
726
Pacific Center for Financial Services
California
$7.52K +$7.03K +19 New
LCM
727
Logan Capital Management
Pennsylvania
$6.75K
ADL
728
Asset Dedication LLC
California
$6K
SS
729
Sunbelt Securities
Texas
$5.54K -$15.2K -41 -75%
MDCM
730
Morgan Dempsey Capital Management
Wisconsin
$5.54K
HIA
731
Harbor Investment Advisory
Maryland
$5.14K
GJWM
732
Gilliland Jeter Wealth Management
Arkansas
$4.75K +$4.44K +12 New
FFO
733
Fortitude Family Office
Arizona
$4.35K
PPWM
734
PFG Private Wealth Management
Florida
$4.35K
VCM
735
Versant Capital Management
Arizona
$4.35K
CAL
736
Capital Advisors Ltd
Ohio
$4K
FPF
737
First Pacific Financial
Washington
$3.56K +$1.11K +3 +50%
RCM
738
Raleigh Capital Management
North Carolina
$3.17K -$30K -81 -91%
JFA
739
JNBA Financial Advisors
Minnesota
$3.17K
SIC
740
SJS Investment Consulting
Ohio
$3.17K
VAG
741
VisionPoint Advisory Group
Texas
$3.17K
CAM
742
ClariVest Asset Management
California
$3.16K +$1.11K +3 +60%
BWP
743
Baldwin Wealth Partners
Massachusetts
$2.77K
BCMLT
744
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.77K
NMM
745
Naples Money Management
Florida
$2.77K
DPW
746
DiNuzzo Private Wealth
Pennsylvania
$2.38K -$370 -1 -14%
DJSG
747
D.J. St. Germain
Massachusetts
$2.37K
Jones Financial Companies
748
Jones Financial Companies
Missouri
$2.37K
DF
749
Dunhill Financial
United Kingdom
$2.29K +$370 +1 +20%
Lazard Asset Management
750
Lazard Asset Management
New York
$2K -$2.26M -6,117 -100%