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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
TBA
326
Tower Bridge Advisors
Pennsylvania
$1.32M -$7.36K -120 -0.5%
HA
327
Hamel Associates
New Jersey
$1.31M +$755K +12,308 +116%
LJAC
328
L.J. Altfest & Co
New York
$1.31M +$245 +4 +0%
WIS
329
Wright Investors Service
Connecticut
$1.3M -$860K -14,024 -38%
PSI
330
Pinnacle Summer Investments
Virginia
$1.28M +$94.5K +1,542 +7%
SCM
331
Southport Capital Management
Tennessee
$1.28M +$927K +15,118 +213%
ACM
332
Alta Capital Management
Utah
$1.27M +$74.7K +1,219 +6%
AT
333
Arden Trust
Delaware
$1.26M +$207K +3,369 +18%
HPIA
334
Hamilton Point Investment Advisors
North Carolina
$1.26M +$28.4K +464 +2%
HB
335
Homrich & Berg
Georgia
$1.19M +$6.62K +108 +0.5%
CIC
336
Carnegie Investment Counsel
Ohio
$1.18M +$1.05M +17,106 +489%
ONB
337
Old National Bancorp
Indiana
$1.18M -$18K -293 -1%
CHC
338
City Holding Co
West Virginia
$1.18M +$53.3K +869 +4%
UCFA
339
United Capital Financial Advisors
Texas
$1.17M +$148K +2,420 +14%
TD Asset Management
340
TD Asset Management
Ontario, Canada
$1.15M -$744K -12,139 -38%
TWA
341
TCI Wealth Advisors
Arizona
$1.15M
WKWM
342
Walter & Keenan Wealth Management
Indiana
$1.15M +$981K +16,000 +408%
HK
343
Horizon Kinetics
New York
$1.1M +$1.47K +24 +0.1%
1IC
344
1919 Investment Counsel
Maryland
$1.1M -$57.4K -937 -5%
PA
345
Profund Advisors
Maryland
$1.1M -$666K -10,858 -36%
MJP
346
Michael J. Puzo
$1.1M +$129K +2,100 +12%
NERM
347
New England Research & Management
Illinois
$1.09M +$299K +4,880 +34%
V
348
Veritable
Delaware
$1.09M -$147K -2,402 -11%
HDIM
349
Hanson & Doremus Investment Management
Vermont
$1.07M +$736 +12 +0.1%
NPIT
350
National Penn Investors Trust
Pennsylvania
$1.06M

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.