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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
MFS
351
MSI Financial Services
Massachusetts
$960K +$304K +5,440 +43%
HH
352
Hilltop Holdings
Texas
$958K +$35K +626 +4%
NPC
353
National Planning Corporation
California
$955K +$305K +5,443 +43%
TAM
354
Todd Asset Management
Kentucky
$949K -$33.8K -605 -3%
SWP
355
Stratos Wealth Partners
Ohio
$949K +$92.4K +1,652 +10%
BPBT
356
Boston Private Bank & Trust
Massachusetts
$944K -$9.18K -164 -0.9%
CWM
357
Concert Wealth Management
California
$943K +$993K +17,747 New
PG
358
PEAK6 Group
Illinois
$932K +$597K +10,679 +158%
BE
359
Bonness Enterprises
District of Columbia
$927K
CCM
360
CrestPoint Capital Management
Missouri
$923K -$53.7K -960 -5%
DMK
361
David M. Knott
$919K +$962K +17,200 New
SWK
362
Stephen W. Kidder
$893K -$1.21M -21,678 -56%
DC
363
Deschaine & Company
Illinois
$889K +$930K +16,631 New
GLRA
364
Gerald L. Ray & Associates
Texas
$887K +$11.2K +200 +1%
TNB
365
Thomasville National Bank
Georgia
$885K +$927K +16,565 New
CCA
366
Checchi Capital Advisers
California
$872K +$2.96K +53 +0.3%
SPC
367
Sigma Planning Corp
Michigan
$857K +$897K +16,035 New
CB
368
Chemical Bank
Michigan
$854K +$40.3K +720 +5%
LBC
369
Lowe Brockenbrough & Co
Virginia
$830K +$13.4K +240 +2%
FNBT
370
FineMark National Bank & Trust
Florida
$825K +$88.9K +1,589 +11%
BBA
371
BLB&B Advisors
Pennsylvania
$822K +$183K +3,269 +27%
WS
372
Wedbush Securities
California
$816K -$5.32K -95 -0.6%
WB
373
WesBanco Bank
West Virginia
$805K +$35.5K +634 +4%
WA
374
Wheatland Advisors
Pennsylvania
$790K +$56 +1 +0%
GIA
375
Gateway Investment Advisers
Ohio
$779K -$4.68M -83,682 -85%

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.