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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
RG
426
Rathbones Group
United Kingdom
$545K -$17.5K -312 -3%
MCM
427
MAI Capital Management
Ohio
$542K -$8.48M -151,518 -94%
BBPWM
428
Blue Bell Private Wealth Management
Pennsylvania
$539K
WA
429
WealthTrust Axiom
Pennsylvania
$539K +$56.1K +1,002 +11%
GT
430
Glenview Trust
Kentucky
$539K +$564K +10,089 New
CAM
431
Columbia Asset Management
Michigan
$537K +$113K +2,024 +25%
TAM
432
Trillium Asset Management
Massachusetts
$535K -$110K -1,967 -16%
GD
433
Grandfield & Dodd
New York
$531K -$27K -482 -5%
SAM
434
Strategy Asset Managers
California
$527K +$57.5K +1,027 +12%
GAM
435
Garrison Asset Management
Arkansas
$526K
BTNA
436
Bremer Trust National Association
Minnesota
$525K +$24.8K +444 +5%
GWCM
437
Godshalk Welsh Capital Management
Pennsylvania
$524K +$548K +9,800 New
SI
438
SII Investments
Wisconsin
$523K +$209K +3,727 +63%
BCB
439
Brian C. Broderick
$518K -$2.61M -46,708 -83%
DCM
440
Dynamic Capital Management
Jersey
$517K -$1.03M -18,384 -66%
SCM
441
SOL Capital Management
Maryland
$513K
UAS
442
United Asset Strategies
New York
$503K +$168 +3 +0%
HPC
443
HM Payson & Co
Maine
$502K +$32.2K +575 +7%
ICAS
444
Investors Capital Advisory Services
Massachusetts
$502K +$98.2K +1,755 +23%
BCMO
445
Buckingham Capital Management (Ohio)
Ohio
$499K +$12.3K +219 +2%
KWMG
446
King Wealth Management Group
Florida
$498K +$521K +9,316 New
EIM
447
Emerson Investment Management
Massachusetts
$494K
LH
448
Lebenthal Holdings
New York
$494K +$518K +9,255 New
IAS
449
IMA Advisory Services
Colorado
$486K -$24.6K -440 -5%
TU
450
TDAM USA
Ontario, Canada
$484K -$482K -8,616 -49%

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.