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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
AIA
426
Avalon Investment & Advisory
Texas
$593K -$18.2M -296,683 -97%
CS
427
Credential Securities
$584K +$37.1K +605 +6%
BBPWM
428
Blue Bell Private Wealth Management
Pennsylvania
$580K +$589K +9,612 +1,994%
RBC
429
Ronald Blue & Co
Georgia
$576K -$73.3K -1,195 -11%
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
$564K +$47.8K +779 +9%
CSS
431
Cubist Systematic Strategies
Connecticut
$558K +$260K +4,244 +78%
BBHC
432
Brown Brothers Harriman & Co
New York
$553K +$41.1K +671 +7%
SCM
433
SOL Capital Management
Maryland
$552K -$17.2K -280 -3%
IAS
434
IMA Advisory Services
Colorado
$548K -$3.43K -56 -0.6%
1IA
435
1834 Investment Advisors
Wisconsin
$542K
UAS
436
United Asset Strategies
New York
$541K +$31.4K +512 +6%
BTNA
437
Bremer Trust National Association
Minnesota
$540K -$13.9K -226 -2%
EIM
438
Emerson Investment Management
Massachusetts
$531K
IB
439
Intrust Bank
Kansas
$527K +$27.1K +442 +5%
GAM
440
Garrison Asset Management
Arkansas
$526K -$24.5K -400 -4%
BCMO
441
Buckingham Capital Management (Ohio)
Ohio
$525K -$13K -212 -2%
WA
442
WealthTrust Axiom
Pennsylvania
$522K +$123 +2 +0%
PAM
443
Premier Asset Management
Illinois
$511K +$18.4K +300 +3%
MCM
444
Murphy Capital Management
New Jersey
$510K +$14.8K +242 +3%
ASN
445
Advisory Services Network
Georgia
$509K +$40.6K +662 +8%
HPC
446
HM Payson & Co
Maine
$507K -$49.7K -810 -8%
SAM
447
Strategy Asset Managers
California
$507K +$55.3K +902 +11%
AP
448
Advisor Partners
California
$506K -$20.6K -336 -4%
VFS
449
VSR Financial Services
Kansas
$506K +$325K +5,307 +151%
N
450
Natixis
France
$499K +$291K +4,752 +121%

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.