Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WEST PHARMACEUTICAL SVSC INC (WST)

763 + Investors. Track Smart Money conviction in WST. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +47
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — WST

Based on 745 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
745 hedge funds hold WST right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

365 buying334 selling
Last quarter: 365 funds bought or added vs 334 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~111 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 91 → 101 → 112 → 111. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 18% medium 16% new
492 out of 745 hedge funds have held WST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

91 → 91 → 101 → 112 → 111 new funds/Q
New funds entering each quarter: 91 → 101 → 112 → 111. A growing number of institutions are discovering WST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 10% 1-2yr 20% new
Of 763 current holders: 534 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
44 of 745 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in WST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WST

How many hedge funds hold WST — quarterly history vs. share price
Quarterly hedge fund ownership of WST vs. share price

Market Analysis: WST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WST

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

98 top-rated funds 3 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: WST
2026 Q1 Stats Unlock in 20 days 763 + Investors

Track Smart Money conviction in WST. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 763 712 7.16%
13F Shares 68M 69M -0.33%
Total Value $18.59B $17.82B 4.32%
New Positions 111 113 -2
Increased Positions 266 263 +3
Closed Positions 67 95 -28
Reduced Positions 294 260 +34
Total Calls 11 9 22.22%
Total Puts 9 8 12.5%
PUT/CALL Ratio 0.82 0.89 Neutral

Statistics: WST

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

763 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WST. Verified SEC 13F-HR filings.

Top 25 institutional holders of WST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seilern Investment Management Ltd 6.76% 226,021 $56.6M
2 McCollum Christoferson Group LLC 2.89% 65,606 $9.6M
3 AMI ASSET MANAGEMENT CORP 2.47% 154,401 $38.7M
4 North Growth Management Ltd. 2.38% 62,000 $16K
5 GRACE & WHITE INC /NY 1.93% 43,530 $10.9M
6 Birch Hill Investment Advisors LLC 1.81% 161,159 $40.4M
7 RIVERBRIDGE PARTNERS LLC 1.60% 261,442 $65.5M
8 Blue Zone Wealth Advisors, LLC 1.48% 29,068 $7.3M
9 Border to Coast Pensions Partnership Ltd 0.96% 226,857 $57K
10 Conestoga Capital Advisors, LLC 0.66% 130,970 $32.8M
11 LGT Group Foundation 0.62% 203,556 $51.0M
12 Vest Financial, LLC 0.61% 202,948 $50.9M
13 FIRST NATIONAL BANK SIOUX FALLS 0.35% 4,727 $1.3M
14 LECAP ASSET MANAGEMENT LTD 0.29% 3,121 $782K
15 BRIGHT ROCK CAPITAL MANAGEMENT, LLC 0.25% 5,000 $1.3M
16 ProShare Advisors LLC 0.24% 660,084 $165.4M
17 AZZAD ASSET MANAGEMENT INC /ADV 0.24% 9,545 $2.4M
18 Accretive Wealth Partners, LLC 0.21% 2,988 $749K
19 Inspire Investing, LLC 0.19% 9,368 $2.3M
20 ANCHYRA PARTNERS LLC 0.17% 2,224 $557K
21 NORDEN GROUP LLC 0.10% 4,168 $1.0M
22 YOUSIF CAPITAL MANAGEMENT, LLC 0.09% 31,260 $7.8M
23 KFA Private Wealth Group, LLC 0.09% 1,500 $376K
24 Elevated Capital Advisors, LLC 0.09% 1,407 $353K
25 Revisor Wealth Management LLC 0.09% 1,274 $318K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WEST PHARMACEUTICAL SVSC INC (WST)

What does the Smart Money Trend signal show for WST?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WST?

Slight buying edge — 52% buying: Last quarter: 365 funds bought or added vs 334 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WST holders?

Elite ownership — 46% AUM from top-100 funds: 44 of 745 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in WST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WST?

66% of holders stayed for 2+ years: 492 out of 745 hedge funds have held WST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.