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West Pharmaceutical

338 hedge funds and large institutions have $6.85B invested in West Pharmaceutical in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 115 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

43% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $809K

12% more funds holding

Funds holding: 302338 (+36)

10% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 105

2% more capital invested

Capital invested by funds: $6.72B → $6.85B (+$130M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.3% less ownership

Funds ownership: 94.31%94% (-0.3%)

Holders
338
Holders Change
+36
Holders Change %
+11.92%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
115
Reduced
105
Closed
25
Calls
$1.15M
Puts
$809K
Net Calls
+$345K
Net Calls Change
-$618K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$919M -$7.95M -81,042 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$670M +$9.93M +101,285 +2%
BlackRock
3
BlackRock
New York
$615M +$33.5M +341,999 +6%
Franklin Resources
4
Franklin Resources
California
$385M -$2.35M -24,018 -0.6%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$337M -$20.4M -207,777 -6%
State Street
6
State Street
Massachusetts
$242M +$5.53M +56,427 +2%
Select Equity Group
7
Select Equity Group
New York
$236M -$103M -1,046,079 -30%
AllianceBernstein
8
AllianceBernstein
Tennessee
$202M +$86.3M +880,636 +76%
JP Morgan Chase
9
JP Morgan Chase
New York
$183M +$407K +4,151 +0.2%
BAMCO Inc
10
BAMCO Inc
New York
$177M -$932K -9,501 -0.5%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$126M +$37.6M +383,646 +43%
Fisher Asset Management
12
Fisher Asset Management
Washington
$103M -$1.44M -14,669 -1%
Artisan Partners
13
Artisan Partners
Wisconsin
$98.9M +$15.7M +160,360 +19%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$93.9M +$14.9M +151,555 +19%
HIM
15
Hermes Investment Management
United Kingdom
$92.7M +$3.01M +30,696 +3%
GKIM
16
GW&K Investment Management
Massachusetts
$87.1M -$7.32M -74,645 -8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$85.2M -$372K -3,797 -0.4%
Bank of America
18
Bank of America
North Carolina
$80.5M -$4.05M -41,322 -5%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$80.3M +$7.79M +79,454 +11%
Goldman Sachs
20
Goldman Sachs
New York
$76.7M -$20M -204,354 -21%
TG
21
TCW Group
California
$70.6M +$39.3M +400,459 +127%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$70.3M -$9.25M -94,345 -12%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$70.1M +$6.41M +65,390 +10%
EAM
24
Eagle Asset Management
Florida
$69.8M -$17.8M -181,920 -20%
American Century Companies
25
American Century Companies
Missouri
$66.1M -$8.95M -91,261 -12%

WST Hedge Fund Activity: Q4 2017 in Review

338 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q4 2017, worth a combined $6.85B — up 1.9% from $6.72B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WST positions and 25 closed out — a net gain of 38 holders — while 115 added to existing stakes and 105 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $86.3M. The largest seller was Select Equity Group, cutting an estimated $103M.

  • 338 institutional investors held West Pharmaceutical (WST) as of Q4 2017, up from 302 in Q3 2017.
  • Funds reported $6.85B of West Pharmaceutical stock for Q4 2017, up 1.9% quarter-over-quarter.
  • 63 funds opened new West Pharmaceutical positions in Q4 2017 and 25 closed out, a net change of +38 holders.
  • The largest West Pharmaceutical buyer in Q4 2017 was AllianceBernstein, an estimated $86.3M added.
  • The largest West Pharmaceutical seller in Q4 2017 was Select Equity Group, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2017.