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763 hedge funds and large institutions have $9.69B invested in GSK in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 168 increasing their positions, 348 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 109

3% more funds holding

Funds holding: 741763 (+22)

7% more call options, than puts

Call options by funds: $107M | Put options by funds: $99.7M

0.46% more ownership

Funds ownership: 3.95%4.41% (+0.46%)

2% less capital invested

Capital invested by funds: $9.84B → $9.69B (-$148M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

52% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 348

Holders
763
Holders Change
+22
Holders Change %
+2.97%
% of All Funds
17.31%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
135
Increased
168
Reduced
348
Closed
109
Calls
$107M
Puts
$99.7M
Net Calls
+$7.16M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
401
Principal Financial Group
Iowa
$495K
Mackenzie Financial
402
Mackenzie Financial
Ontario, Canada
$495K +$146K +3,165 +40%
MCM
403
McKinley Capital Management
Alaska
$488K -$515K -11,142 -50%
BAC
404
Boys Arnold & Co
North Carolina
$483K -$50.7K -1,097 -9%
CCM
405
Catawba Capital Management
Virginia
$475K -$265K -5,740 -35%
BHC
406
Bowen Hanes & Co
Florida
$475K -$225K -4,874 -31%
KAM
407
Kazazian Asset Management
Florida
$462K +$49.8K +1,079 +12%
GF
408
Gabelli Funds
New York
$461K
KWA
409
KCS Wealth Advisory
California
$461K +$481K +10,407 New
LNC
410
Lincoln National Corp
Pennsylvania
$457K +$267K +5,786 +127%
WA
411
WealthTrust Axiom
Pennsylvania
$456K +$15.8K +342 +3%
EP
412
Elkfork Partners
Oregon
$455K
AI
413
Atria Investments
North Carolina
$455K +$69.2K +1,499 +17%
AF
414
Advisornet Financial
Minnesota
$445K +$464K +10,038 New
WB
415
WesBanco Bank
West Virginia
$444K -$9.24K -200 -2%
SMC
416
Smith, Moore & Co
Missouri
$442K +$17.2K +372 +4%
BCP
417
Berkeley Capital Partners
Georgia
$441K -$15.6K -337 -3%
HSA
418
HBK Sorce Advisory
Pennsylvania
$437K -$319K -6,902 -41%
MS
419
Maven Securities
Jersey
$435K +$443K +9,600 New
SGA
420
Strategic Global Advisors
California
$433K
LFAS
421
Level Four Advisory Services
Texas
$429K -$587K -12,699 -57%
1832 Asset Management
422
1832 Asset Management
Ontario, Canada
$428K -$510K -11,040 -53%
BA
423
Ballew Advisors
Mississippi
$426K +$443K +9,600 New
FFA
424
First Foundation Advisors
California
$425K -$284K -6,148 -39%
PWP
425
Private Wealth Partners
California
$420K

GSK Hedge Fund Activity: Q4 2017 in Review

763 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2017, worth a combined $9.69B — down 1.5% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new GSK positions and 109 closed out — a net gain of 26 holders — while 168 added to existing stakes and 348 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $1.08B. The largest seller was Wells Fargo, cutting an estimated $197M.

  • 763 institutional investors held GSK (GSK) as of Q4 2017, up from 741 in Q3 2017.
  • Funds reported $9.69B of GSK stock for Q4 2017, down 1.5% quarter-over-quarter.
  • 135 funds opened new GSK positions in Q4 2017 and 109 closed out, a net change of +26 holders.
  • The largest GSK buyer in Q4 2017 was Dodge & Cox, an estimated $1.08B added.
  • The largest GSK seller in Q4 2017 was Wells Fargo, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2017.