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Gilead Sciences

1,439 hedge funds and large institutions have $120B invested in Gilead Sciences in 2014 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 604 increasing their positions, 518 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 90

17% more repeat investments, than reductions

Existing positions increased: 604 | Existing positions reduced: 518

8% more funds holding

Funds holding: 1,3271,439 (+112)

13% less capital invested

Capital invested by funds: $139B → $120B (-$18.6B)

18% less funds holding in top 10

Funds holding in top 10: 240196 (-44)

32% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $4.55B

Holders
1,439
Holders Change
+112
Holders Change %
+8.44%
% of All Funds
38.36%
Holding in Top 10
196
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-18.33%
% of All Funds
5.23%
New
216
Increased
604
Reduced
518
Closed
90
Calls
$3.07B
Puts
$4.55B
Net Calls
-$1.48B
Net Calls Change
-$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1376
AllSquare Wealth Management
New York
$81K +$88.5K +856 New
LWM
1377
Lenox Wealth Management
Ohio
$76K
WOC
1378
West Oak Capital
California
$75.1K
ECM
1379
Estabrook Capital Management
New York
$72K
TWA
1380
TCI Wealth Advisors
Arizona
$67K -$21.3K -206 -23%
HCM
1381
Highlander Capital Management
New Jersey
$66K +$31K +300 +75%
EFSCE
1382
Enterprise Financial Services Corp (EFSC)
Missouri
$61K -$15.9K -154 -19%
WA
1383
Waverly Advisors
Alabama
$61K +$54.9K +531 +446%
CHP
1384
Cable Hill Partners
Oregon
$61K +$66.8K +646 New
HCM
1385
Horrell Capital Management
Arkansas
$57K
GGPS
1386
Gary Goldberg Planning Services
New York
$52K
PHK
1387
Point72 Hong Kong
Hong Kong
$50K +$54.5K +527 New
NC
1388
NewSquare Capital
Pennsylvania
$49K
NSIM
1389
North Star Investment Management
Illinois
$49K +$10.3K +100 +24%
TDC
1390
Thompson Davis & Co
Virginia
$47K -$161K -1,558 -76%
FBT
1391
Founders Bank & Trust
Michigan
$47K
LWA
1392
Lenox Wealth Advisors
New York
$44K +$6.72K +65 +16%
RIA
1393
Regal Investment Advisors
Michigan
$43K -$15.5K -150 -25%
LOCC
1394
Lombard Odier & Cie (Canada)
Quebec, Canada
$38K -$639K -6,180 -94%
ACS
1395
Archford Capital Strategies
Illinois
$37K -$27.9K -270 -41%
CAW
1396
Cornerstone Advisors (Washington)
Washington
$34K +$16.7K +161 +81%
GWS
1397
Glassman Wealth Services
Virginia
$32K +$34.9K +337 New
GGHC
1398
Gilder Gagnon Howe & Co
New York
$32K +$35K +338 New
FMP
1399
Financial Management Professionals
Texas
$31K +$8.07K +78 +31%
WF
1400
WealthTrust Fairport
Ohio
$29K +$31K +300 +2,500%

GILD Hedge Fund Activity: Q4 2014 in Review

1,439 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Gilead Sciences (GILD) for Q4 2014, worth a combined $120B — down 13% from $139B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new GILD positions and 90 closed out — a net gain of 126 holders — while 604 added to existing stakes and 518 trimmed.

The largest buyer was Temasek Holdings, adding an estimated $811M. The largest seller was Capital Research Global Investors, cutting an estimated $2.53B.

  • 1,439 institutional investors held Gilead Sciences (GILD) as of Q4 2014, up from 1,327 in Q3 2014.
  • Funds reported $120B of Gilead Sciences stock for Q4 2014, down 13% quarter-over-quarter.
  • 216 funds opened new Gilead Sciences positions in Q4 2014 and 90 closed out, a net change of +126 holders.
  • The largest Gilead Sciences buyer in Q4 2014 was Temasek Holdings, an estimated $811M added.
  • The largest Gilead Sciences seller in Q4 2014 was Capital Research Global Investors, an estimated $2.53B sold.

Based on aggregated 13F filings for Q4 2014.