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728 hedge funds and large institutions have $21.1B invested in GSK in 2014 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 282 increasing their positions, 242 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $202M | Put options by funds: $124M

61% more capital invested

Capital invested by funds: $13.1B → $21.1B (+$7.96B)

51% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 70

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

17% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 242

4% more funds holding

Funds holding: 701728 (+27)

0.24% less ownership

Funds ownership: 4.41%4.18% (-0.24%)

Holders
728
Holders Change
+27
Holders Change %
+3.85%
% of All Funds
19.41%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
106
Increased
282
Reduced
242
Closed
70
Calls
$202M
Puts
$124M
Net Calls
+$77.4M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
226
ICC Capital Management
Florida
$2.28M +$83.2K +1,488 +4%
OIM
227
Orca Investment Management
Oregon
$2.28M +$27.9K +499 +1%
PJSIMP
228
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.25M -$807K -14,420 -26%
SC
229
SouthState Corp
Florida
$2.24M +$191K +3,420 +9%
DADC
230
D.A. Davidson & Co
Montana
$2.23M +$597K +10,673 +34%
HA
231
Hamel Associates
New Jersey
$2.19M +$1.02M +18,160 +79%
STB
232
S&T Bank
Pennsylvania
$2.11M +$51.5K +920 +2%
DC
233
Davenport & Co
Virginia
$2.11M -$560K -10,016 -20%
KCM
234
Kanawha Capital Management
Virginia
$2.09M +$359K +6,410 +20%
DMIC
235
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.09M
ICOA
236
Investment Centers of America
North Dakota
$2.09M +$237K +4,231 +12%
SC
237
Scotia Capital
Ontario, Canada
$2.08M +$394K +7,035 +22%
HFS
238
HL Financial Services
Kentucky
$2.06M +$381K +6,815 +21%
SF
239
Synovus Financial
Georgia
$2.03M +$295K +5,264 +16%
FNBOO
240
First National Bank of Omaha
Nebraska
$2M +$621K +11,098 +42%
William Blair & Company
241
William Blair & Company
Illinois
$2M +$111K +1,988 +6%
RA
242
Rational Advisors
New York
$1.99M +$2.09M +37,316 New
SA
243
Strategic Advisors
New York
$1.99M
AIG
244
American International Group
New York
$1.99M -$87.9K -1,572 -4%
HCMT
245
Highland Capital Management (Texas)
Texas
$1.98M +$3.58M +63,980 New
PA
246
Pinnacle Associates
New York
$1.93M -$12.3K -220 -0.6%
MC
247
Moors & Cabot
Massachusetts
$1.91M +$95.9K +1,714 +5%
KIA
248
KCM Investment Advisors
California
$1.91M -$332K -5,938 -14%
JWM
249
Jackson Wealth Management
Florida
$1.9M +$1.99M +35,630 New
TD Asset Management
250
TD Asset Management
Ontario, Canada
$1.9M +$873K +15,606 +78%

GSK Hedge Fund Activity: Q4 2014 in Review

728 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2014, worth a combined $21.1B — up 61% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new GSK positions and 70 closed out — a net gain of 36 holders — while 282 added to existing stakes and 242 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $238M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $740M sold.

  • 728 institutional investors held GSK (GSK) as of Q4 2014, up from 701 in Q3 2014.
  • Funds reported $21.1B of GSK stock for Q4 2014, up 61% quarter-over-quarter.
  • 106 funds opened new GSK positions in Q4 2014 and 70 closed out, a net change of +36 holders.
  • The largest GSK buyer in Q4 2014 was Waddell & Reed Financial, an estimated $238M added.
  • The largest GSK seller in Q4 2014 was Americafirst Capital Management, an estimated $740M sold.

Based on aggregated 13F filings for Q4 2014.