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West Pharmaceutical

757 hedge funds and large institutions have $25.8B invested in West Pharmaceutical in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 303 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 51

22% more call options, than puts

Call options by funds: $89.2M | Put options by funds: $72.9M

3% more funds holding

Funds holding: 734757 (+23)

0.83% more ownership

Funds ownership: 91.76%92.59% (+0.83%)

1% less capital invested

Capital invested by funds: $26B → $25.8B (-$210M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

19% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 303

Holders
757
Holders Change
+23
Holders Change %
+3.13%
% of All Funds
12.01%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
83
Increased
244
Reduced
303
Closed
51
Calls
$89.2M
Puts
$72.9M
Net Calls
+$16.3M
Net Calls Change
-$9.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.34B -$20.4M -52,720 -0.6%
BlackRock
2
BlackRock
New York
$2.97B -$23.4M -60,612 -0.8%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.27B -$19.8M -51,084 -1%
State Street
4
State Street
Massachusetts
$1.21B -$19.7M -50,974 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$941M -$128M -330,808 -12%
APG Asset Management
6
APG Asset Management
Netherlands
$791M -$59.2M -153,072 -7%
Franklin Resources
7
Franklin Resources
California
$780M -$37.2M -96,187 -4%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$610M -$39.1M -101,075 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$606M +$10.8M +27,971 +2%
Artisan Partners
10
Artisan Partners
Wisconsin
$597M +$224M +578,796 +57%
Citadel Advisors
11
Citadel Advisors
Florida
$582M +$193M +498,447 +47%
Brown Advisory
12
Brown Advisory
Maryland
$490M +$13.8M +35,788 +3%
DCP
13
Durable Capital Partners
Maryland
$451M -$29.6M -76,506 -6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$412M -$28.1M -72,683 -6%
BAMCO Inc
15
BAMCO Inc
New York
$394M -$4.02M -10,383 -1%
JP Morgan Chase
16
JP Morgan Chase
New York
$341M -$14.1M -36,369 -4%
Norges Bank
17
Norges Bank
Norway
$313M +$12.4M +32,029 +4%
Northern Trust
18
Northern Trust
Illinois
$302M +$13.1M +33,867 +4%
Invesco
19
Invesco
Georgia
$293M -$80M -206,810 -21%
Morgan Stanley
20
Morgan Stanley
New York
$282M +$23.6M +60,927 +9%
AllianceBernstein
21
AllianceBernstein
Tennessee
$243M -$59.4M -153,561 -19%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$226M -$46M -118,858 -16%
Macquarie Group
23
Macquarie Group
Australia
$218M -$987K -2,551 -0.4%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$215M +$222M +573,043 New
Bank of America
25
Bank of America
North Carolina
$209M -$4.61M -11,915 -2%

WST Hedge Fund Activity: Q3 2023 in Review

757 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in West Pharmaceutical (WST) for Q3 2023, worth a combined $25.8B — down 0.81% from $26B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WST positions and 51 closed out — a net gain of 32 holders — while 244 added to existing stakes and 303 trimmed.

The largest buyer was Artisan Partners, adding an estimated $224M. The largest seller was T. Rowe Price Associates, cutting an estimated $128M.

  • 757 institutional investors held West Pharmaceutical (WST) as of Q3 2023, up from 734 in Q2 2023.
  • Funds reported $25.8B of West Pharmaceutical stock for Q3 2023, down 0.81% quarter-over-quarter.
  • 83 funds opened new West Pharmaceutical positions in Q3 2023 and 51 closed out, a net change of +32 holders.
  • The largest West Pharmaceutical buyer in Q3 2023 was Artisan Partners, an estimated $224M added.
  • The largest West Pharmaceutical seller in Q3 2023 was T. Rowe Price Associates, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2023.