WST ranks #622 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
WST is a top-conviction position for Generation Investment Management LLP — at 7.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in WST belongs to BlackRock, Inc., but the position matters far more to Generation Investment Management LLP, who has 7.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Fidelity has added to its WST position for two straight quarters, increasing it by $1.3B to reach $1.3B today.
Cliff Asness has trimmed its WST position for two straight quarters, cutting it by $122.1M while still holding $20.3M.
WST is up 1.2% today, and institutions have been net buyers of $9.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.