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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
WS
376
Wedbush Securities
California
$883K +$165K +2,693 +21%
LBC
377
Lowe Brockenbrough & Co
Virginia
$879K -$42.9K -700 -4%
CB
378
Chemical Bank
Michigan
$877K +$347K +5,660 +59%
GT
379
Greenleaf Trust
Michigan
$872K +$220K +3,582 +31%
HTHT
380
Hemenway Trust Hemenway Trust
New Hampshire
$866K +$1.59K +26 +0.2%
MSU
381
Maple Securities USA
New Jersey
$865K -$201K -3,272 -18%
WA
382
Wheatland Advisors
Pennsylvania
$850K +$61 +1 +0%
AAM
383
Augustine Asset Management
Florida
$833K +$28.6K +466 +3%
WB
384
WesBanco Bank
West Virginia
$830K -$153K -2,496 -15%
ANTB
385
AMG National Trust Bank
Colorado
$828K +$287K +4,684 +48%
LNWWM
386
Laird Norton Wetherby Wealth Management
California
$822K -$47.5K -774 -5%
BMO
387
Beck Mack & Oliver
New York
$807K
FNBT
388
FineMark National Bank & Trust
Florida
$795K +$62.7K +1,023 +8%
SDIC
389
South Dakota Investment Council
South Dakota
$793K +$846K +13,797 New
BHC
390
Bowen Hanes & Co
Florida
$776K +$95.1K +1,552 +13%
ACP
391
Ashfield Capital Partners
California
$756K +$38.1K +622 +5%
AR
392
Advisory Research
Illinois
$755K +$75.8K +1,236 +10%
CAM
393
Chou Associates Management
Ontario, Canada
$750K
FTC
394
Farmers Trust Company
Ohio
$740K -$2.45K -40 -0.3%
TCOV
395
Trust Company of Vermont
Vermont
$737K -$29.9K -488 -4%
GHAM
396
Gilman Hill Asset Management
Connecticut
$735K +$205K +3,352 +36%
PFSC
397
Peoples Financial Services Corp
Pennsylvania
$732K +$194K +3,160 +33%
NPC
398
National Planning Corporation
California
$727K -$589K -9,604 -43%
TSWM
399
Triangle Securities Wealth Management
North Carolina
$724K -$47.5K -775 -6%
BFO
400
Boston Family Office
Massachusetts
$723K +$4.9K +80 +0.6%

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.