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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
PA
301
Profund Advisors
Maryland
$1.32M +$317K +5,658 +30%
WKWM
302
Walter & Keenan Wealth Management
Indiana
$1.32M +$269K +4,800 +24%
JWS
303
Juncture Wealth Strategies
Arizona
$1.3M +$1.35M +24,066 New
SW
304
SVB Wealth
Massachusetts
$1.29M +$1.35M +24,120 New
FTIOP
305
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.26M -$78.5K -1,404 -6%
JMPWA
306
JP Morgan Private Wealth Advisors
California
$1.26M +$35.8K +639 +3%
FCCM
307
First City Capital Management
Georgia
$1.26M -$3.36K -60 -0.3%
TBA
308
Tower Bridge Advisors
Pennsylvania
$1.25M +$27.5K +492 +2%
SAG
309
Sterne Agee Group
Alabama
$1.25M -$819K -14,631 -38%
HB
310
Homrich & Berg
Georgia
$1.25M +$148K +2,652 +13%
TH
311
Timber Hill
Connecticut
$1.24M -$1.95M -34,862 -60%
CHC
312
City Holding Co
West Virginia
$1.24M +$151K +2,698 +13%
Fiera Capital (Canada)
313
Fiera Capital (Canada)
Quebec, Canada
$1.23M -$4.45M -79,508 -78%
LJAC
314
L.J. Altfest & Co
New York
$1.23M -$56 -1 -0%
Bessemer Group
315
Bessemer Group
New Jersey
$1.22M -$44.1K -789 -3%
HPIA
316
Hamilton Point Investment Advisors
North Carolina
$1.21M +$42.5K +760 +3%
IIM
317
Ipswich Investment Management
Massachusetts
$1.2M -$1.58M -28,272 -56%
KAM
318
Kazazian Asset Management
Florida
$1.18M +$1.24M +22,152 New
RJFSA
319
Raymond James Financial Services Advisors
Florida
$1.15M +$248K +4,437 +26%
TAM
320
Trust Asset Management
Texas
$1.15M +$1.2M +21,454 New
AT
321
Arden Trust
Delaware
$1.14M -$29.4K -525 -2%
WIS
322
Wright Investors Service
Connecticut
$1.14M -$73.2K -1,308 -6%
ACM
323
Alta Capital Management
Utah
$1.14M -$51.4K -919 -4%
UCFA
324
United Capital Financial Advisors
Texas
$1.13M +$45.5K +814 +4%
PSI
325
Pinnacle Summer Investments
Virginia
$1.13M -$64.1K -1,145 -5%

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.