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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
OCM
376
Orleans Capital Management
Louisiana
$773K -$1.48M -26,419 -65%
Envestnet Asset Management
377
Envestnet Asset Management
Illinois
$772K -$66.4K -1,187 -8%
Toronto Dominion Bank
378
Toronto Dominion Bank
Ontario, Canada
$767K +$38K +680 +5%
AAM
379
Augustine Asset Management
Florida
$762K -$12.6K -226 -2%
AMIM
380
Aull & Monroe Investment Management
Alabama
$757K +$91.8K +1,640 +13%
BIC
381
Beach Investment Counsel
Pennsylvania
$756K -$844K -15,080 -52%
ANTB
382
AMG National Trust Bank
Colorado
$755K -$15.3K -273 -2%
BMO
383
Beck Mack & Oliver
New York
$751K +$783 +14 +0.1%
FA
384
FDx Advisors
Illinois
$748K +$342K +6,111 +77%
SDIC
385
South Dakota Investment Council
South Dakota
$737K
TCOV
386
Trust Company of Vermont
Vermont
$723K +$40.1K +716 +6%
RAM
387
Roanoke Asset Management
New Jersey
$712K +$745K +13,320 New
LNWWM
388
Laird Norton Wetherby Wealth Management
California
$710K -$56.3K -1,006 -7%
EFS
389
Essex Financial Services
Connecticut
$701K +$272K +4,854 +59%
SCM
390
Shelton Capital Management
Colorado
$698K +$371K +6,625 +103%
PFSC
391
Peoples Financial Services Corp
Pennsylvania
$694K +$13.4K +240 +2%
BHC
392
Bowen Hanes & Co
Florida
$683K -$40.7K -728 -5%
SM
393
Stratton Management
Pennsylvania
$672K +$72.7K +1,300 +12%
GHAM
394
Gilman Hill Asset Management
Connecticut
$671K -$12.8K -229 -2%
EI
395
Excelsia Inc
Georgia
$671K +$21.2K +379 +3%
SCM
396
Stevens Capital Management
Pennsylvania
$669K -$675K -12,057 -49%
IT
397
Investors Trust
Texas
$666K -$611K -10,929 -47%
IT
398
Independence Trust
Tennessee
$664K +$234K +4,176 +51%
APFBOT
399
Amica Pension Fund Board of Trustees
Rhode Island
$661K +$692K +12,367 New
BFO
400
Boston Family Office
Massachusetts
$650K -$23.3K -416 -3%

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.