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681 hedge funds and large institutions have $14.4B invested in GSK in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 204 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $164M | Put options by funds: $63.5M

147% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 38

30% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 204

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

7% more funds holding

Funds holding: 635681 (+46)

7% more capital invested

Capital invested by funds: $13.5B → $14.4B (+$883M)

0.04% more ownership

Funds ownership: 4.38%4.42% (+0.04%)

Holders
681
Holders Change
+46
Holders Change %
+7.24%
% of All Funds
19.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
94
Increased
265
Reduced
204
Closed
38
Calls
$164M
Puts
$63.5M
Net Calls
+$100M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
426
Rathbones Group
United Kingdom
$548K -$117K -1,800 -18%
CAN
427
Cetera Advisor Networks
California
$547K +$37.6K +580 +8%
Envestnet Asset Management
428
Envestnet Asset Management
Illinois
$539K +$6.87K +106 +1%
BFA
429
Bragg Financial Advisors
North Carolina
$535K
FDS
430
First Dallas Securities
Texas
$522K -$11.9K -184 -2%
UAS
431
United Asset Strategies
New York
$517K
PP
432
Palladium Partners
Virginia
$513K
FBT
433
First Bankers Trust
Kentucky
$513K +$31.9K +492 +7%
TCOV
434
Trust Company of Vermont
Vermont
$513K +$174K +2,690 +54%
CIP
435
Convergence Investment Partners
Florida
$506K -$94.1K -1,452 -16%
LIM
436
Leavell Investment Management
Alabama
$506K +$492K +7,582 New
BCMO
437
Buckingham Capital Management (Ohio)
Ohio
$505K -$2.59K -40 -0.5%
TCOTO
438
Trust Company of the Ozarks
Missouri
$493K
Fayez Sarofim & Co
439
Fayez Sarofim & Co
Texas
$489K +$475K +7,330 New
HIM
440
Hillsdale Investment Management
Ontario, Canada
$486K +$85.6K +1,320 +22%
BP
441
Banyan Partners
Florida
$482K +$469K +7,229 New
MSU
442
Maple Securities USA
New Jersey
$479K -$1.03M -15,813 -69%
CAM
443
Columbia Asset Management
Michigan
$478K +$464K +7,162 New
CAM
444
Chou Associates Management
Ontario, Canada
$478K +$934K +14,400 New
CA
445
Commerzbank Aktiengesellschaft
Germany
$473K -$140K -2,154 -23%
BAM
446
Burgundy Asset Management
Ontario, Canada
$473K
BBHC
447
Brown Brothers Harriman & Co
New York
$471K -$5.19K -80 -1%
SYBT
448
Stock Yards Bank & Trust
Kentucky
$464K +$5.19K +80 +1%
SAM
449
Strategy Asset Managers
California
$460K +$75.9K +1,170 +20%
Schroder Investment Management Group
450
Schroder Investment Management Group
United Kingdom
$459K

GSK Hedge Fund Activity: Q4 2013 in Review

681 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2013, worth a combined $14.4B — up 6.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new GSK positions and 38 closed out — a net gain of 56 holders — while 265 added to existing stakes and 204 trimmed.

The largest buyer was Bank of America, adding an estimated $267M. The largest seller was Fidelity Investments, cutting an estimated $186M.

  • 681 institutional investors held GSK (GSK) as of Q4 2013, up from 635 in Q3 2013.
  • Funds reported $14.4B of GSK stock for Q4 2013, up 6.5% quarter-over-quarter.
  • 94 funds opened new GSK positions in Q4 2013 and 38 closed out, a net change of +56 holders.
  • The largest GSK buyer in Q4 2013 was Bank of America, an estimated $267M added.
  • The largest GSK seller in Q4 2013 was Fidelity Investments, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2013.