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West Pharmaceutical

695 hedge funds and large institutions have $24B invested in West Pharmaceutical in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 247 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $60.1M | Put options by funds: $24.1M

129% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 55

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

48% more capital invested

Capital invested by funds: $16.2B → $24B (+$7.83B)

13% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 218

9% more funds holding

Funds holding: 637695 (+58)

0.34% more ownership

Funds ownership: 93.38%93.72% (+0.34%)

Holders
695
Holders Change
+58
Holders Change %
+9.11%
% of All Funds
11.08%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.18%
New
126
Increased
247
Reduced
218
Closed
55
Calls
$60.1M
Puts
$24.1M
Net Calls
+$36M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.1B -$16.1M -55,100 -0.6%
BlackRock
2
BlackRock
New York
$2.78B -$35.1M -120,087 -1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.24B -$8.5M -29,106 -0.8%
State Street
4
State Street
Massachusetts
$1.14B -$20.3M -69,645 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$985M +$158M +541,540 +24%
Franklin Resources
6
Franklin Resources
California
$793M -$53.3M -182,491 -7%
APG Asset Management
7
APG Asset Management
Netherlands
$761M -$51.3M -175,552 -7%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$596M -$12.9K -44 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$533M +$10.4M +35,627 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$449M -$144M -494,506 -28%
Brown Advisory
11
Brown Advisory
Maryland
$433M +$11.5M +39,220 +3%
DCP
12
Durable Capital Partners
Maryland
$430M +$37.4M +128,134 +12%
Artisan Partners
13
Artisan Partners
Wisconsin
$404M +$30.4M +103,905 +10%
Invesco
14
Invesco
Georgia
$398M +$159M +543,382 +90%
Citadel Advisors
15
Citadel Advisors
Florida
$381M +$274M +938,098 +582%
BAMCO Inc
16
BAMCO Inc
New York
$369M -$3.02M -10,338 -1%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$334M -$3.82M -13,083 -1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$306M +$10.1M +34,640 +4%
JP Morgan Chase
19
JP Morgan Chase
New York
$294M +$105M +359,021 +73%
Northern Trust
20
Northern Trust
Illinois
$293M +$3.39M +11,589 +1%
Norges Bank
21
Norges Bank
Norway
$259M -$76.1M -260,507 -26%
Morgan Stanley
22
Morgan Stanley
New York
$248M -$10.6M -36,405 -5%
Bank of America
23
Bank of America
North Carolina
$238M +$29.9M +102,354 +17%
ProShare Advisors
24
ProShare Advisors
Maryland
$234M -$8.04M -27,520 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$200M -$526K -1,801 -0.3%

WST Hedge Fund Activity: Q1 2023 in Review

695 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q1 2023, worth a combined $24B — up 48% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new WST positions and 55 closed out — a net gain of 71 holders — while 247 added to existing stakes and 218 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $274M. The largest seller was Fidelity Investments, cutting an estimated $144M.

  • 695 institutional investors held West Pharmaceutical (WST) as of Q1 2023, up from 637 in Q4 2022.
  • Funds reported $24B of West Pharmaceutical stock for Q1 2023, up 48% quarter-over-quarter.
  • 126 funds opened new West Pharmaceutical positions in Q1 2023 and 55 closed out, a net change of +71 holders.
  • The largest West Pharmaceutical buyer in Q1 2023 was Citadel Advisors, an estimated $274M added.
  • The largest West Pharmaceutical seller in Q1 2023 was Fidelity Investments, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2023.