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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
NERM
326
New England Research & Management
Illinois
$1.11M +$91.8K +1,640 +9%
ONB
327
Old National Bancorp
Indiana
$1.1M +$2.52K +45 +0.2%
AMI
328
Amica Mutual Insurance
Rhode Island
$1.1M +$1.15M +20,594 New
HDIM
329
Hanson & Doremus Investment Management
Vermont
$1.1M +$105K +1,883 +10%
FNB
330
Farmers National Bank
Kentucky
$1.08M +$1.13M +20,212 New
DS
331
DRW Securities
Illinois
$1.07M +$1.12M +20,000 New
Simplex Trading
332
Simplex Trading
Illinois
$1.07M +$1.12M +20,007 New
SWM
333
SVA Wealth Management
Wisconsin
$1.07M +$89.1K +1,592 +9%
NFG
334
Next Financial Group
Texas
$1.06M -$446K -7,973 -29%
SSWM
335
Smith Salley Wealth Management
North Carolina
$1.06M +$450K +8,047 +68%
CIC
336
Carnegie Investment Counsel
Ohio
$1.06M -$55.6K -993 -5%
TWA
337
TCI Wealth Advisors
Arizona
$1.05M -$12.9K -230 -1%
DD
338
Dominick & Dominick
New York
$1.03M +$725K +12,960 +202%
SIA
339
Stancorp Investment Advisers
Oregon
$1.02M +$1.07M +19,124 New
CCG
340
Chatham Capital Group
Georgia
$1.02M +$1.07M +19,040 New
HK
341
Horizon Kinetics
New York
$1.01M -$13.4K -240 -1%
BT
342
Beacon Trust
New Jersey
$1.01M +$740K +13,220 +231%
JWBC
343
J.W. Burns & Co
New York
$1.01M +$30.4K +544 +3%
CAN
344
Cetera Advisor Networks
California
$993K +$368K +6,569 +55%
NPIT
345
National Penn Investors Trust
Pennsylvania
$984K
GT
346
Greenleaf Trust
Michigan
$980K +$177K +3,164 +21%
NGA
347
Naples Global Advisors
Florida
$972K +$135K +2,416 +15%
ACP
348
Ashfield Capital Partners
California
$972K +$282K +5,040 +38%
DC
349
Deere & Company
Illinois
$965K
CCM
350
Catawba Capital Management
Virginia
$962K +$9.4K +168 +0.9%

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.