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701 hedge funds and large institutions have $13.1B invested in GSK in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 337 increasing their positions, 217 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 217

45% more call options, than puts

Call options by funds: $210M | Put options by funds: $145M

0.26% less ownership

Funds ownership: 4.67%4.41% (-0.26%)

3% less funds holding

Funds holding: 722701 (-21)

14% less capital invested

Capital invested by funds: $15.2B → $13.1B (-$2.11B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

31% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 58

Holders
701
Holders Change
-21
Holders Change %
-2.91%
% of All Funds
20.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
40
Increased
337
Reduced
217
Closed
58
Calls
$210M
Puts
$145M
Net Calls
+$65.2M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Choate Investment Advisors
Massachusetts
$1.55M -$17.2K -280 -1%
Sanders Capital
302
Sanders Capital
Florida
$1.54M
ISB
303
Iowa State Bank
Iowa
$1.54M +$46.4K +757 +3%
TCOTO
304
Trust Company of the Ozarks
Missouri
$1.54M +$1.17M +19,100 +248%
KCPG
305
Kavar Capital Partners Group
Kansas
$1.52M +$780K +12,720 +92%
FNBOO
306
First National Bank of Omaha
Nebraska
$1.52M -$771K -12,581 -32%
KFS
307
Kurt F. Somerville
$1.5M -$416K -6,788 -21%
FAAS
308
First Allied Advisory Services
California
$1.49M +$638K +10,402 +67%
CPIM
309
Columbia Partners Investment Management
Virginia
$1.48M -$2.06M -33,528 -56%
ABP
310
Arthur B. Page
$1.47M +$4.17K +68 +0.3%
SFP
311
Santa Fe Partners
New Mexico
$1.45M +$1.33M +21,696 +632%
FTIOP
312
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.44M -$177K -2,891 -10%
WWM
313
Willingdon Wealth Management
North Carolina
$1.43M +$597K +9,731 +64%
RIL
314
Rothschild Investment LLC
Illinois
$1.42M -$19.1K -312 -1%
SCM
315
Stevens Capital Management
Pennsylvania
$1.41M -$1.13M -18,475 -43%
ACM
316
Azimuth Capital Management
Michigan
$1.41M +$1.51M +24,596 New
LIM
317
Leavell Investment Management
Alabama
$1.41M +$314K +5,120 +26%
WFMPM
318
Woodley Farra Manion Portfolio Management
Indiana
$1.4M +$6.13K +100 +0.4%
FCCM
319
First City Capital Management
Georgia
$1.36M -$9.87K -161 -0.7%
Bessemer Group
320
Bessemer Group
New Jersey
$1.36M -$35.7K -582 -2%
FHA
321
First Horizon Advisors
Tennessee
$1.35M -$338K -5,510 -19%
B
322
BancorpSouth
Mississippi
$1.35M +$152K +2,472 +12%
IT
323
Investors Trust
Texas
$1.34M -$1.36M -22,236 -49%
AC
324
Alley Company
Illinois
$1.33M +$33.3K +543 +2%
JMPWA
325
JP Morgan Private Wealth Advisors
California
$1.32M +$384K +6,260 +37%

GSK Hedge Fund Activity: Q3 2014 in Review

701 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q3 2014, worth a combined $13.1B — down 14% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of GSK and 40 opened new positions — a net loss of 18 holders — while 217 trimmed existing stakes and 337 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $287M. The largest seller was Dodge & Cox, cutting an estimated $1.06B.

  • 701 institutional investors held GSK (GSK) as of Q3 2014, down from 722 in Q2 2014.
  • Funds reported $13.1B of GSK stock for Q3 2014, down 14% quarter-over-quarter.
  • 40 funds opened new GSK positions in Q3 2014 and 58 closed out, a net change of -18 holders.
  • The largest GSK buyer in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $287M added.
  • The largest GSK seller in Q3 2014 was Dodge & Cox, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2014.