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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
RNS
451
Robert N. Shapiro
$493K -$1.04M -16,966 -66%
EWM
452
Elite Wealth Management
Washington
$490K -$91.2K -1,487 -15%
FBT
453
First Bankers Trust
Kentucky
$484K -$51.6K -842 -9%
EFS
454
Essex Financial Services
Connecticut
$475K
IT
455
Independence Trust
Tennessee
$474K +$45.4K +740 +10%
WSTAM
456
Wilbanks Smith & Thomas Asset Management
Virginia
$472K -$91.7K -1,496 -15%
BOTW
457
Bank of the West
California
$462K +$29.9K +488 +6%
CAM
458
Columbia Asset Management
Michigan
$461K -$4.41K -72 -0.9%
BFA
459
Bragg Financial Advisors
North Carolina
$461K
PWM
460
Perigon Wealth Management
California
$460K +$56.2K +917 +13%
FMBTD
461
First Midwest Bank Trust Division
Illinois
$454K -$73.6K -1,200 -13%
FA
462
FDx Advisors
Illinois
$454K +$36.9K +602 +8%
HC
463
HHG & Company
Connecticut
$446K +$6.07K +99 +1%
Nomura Holdings
464
Nomura Holdings
Japan
$446K +$366K +5,974 +335%
ICAS
465
Investors Capital Advisory Services
Massachusetts
$439K +$66.9K +1,092 +17%
CGT
466
Capital Guardian Trust
California
$437K +$37.2K +607 +9%
JWA
467
JFS Wealth Advisors
Pennsylvania
$437K +$175K +2,856 +46%
CPA
468
Court Place Advisors
Maryland
$429K +$39.2K +640 +9%
SSG
469
Summit Securities Group
New York
$423K +$167K +2,720 +59%
BWAM
470
Boyd Watterson Asset Management
Ohio
$418K +$16.6K +271 +4%
CA
471
Commerzbank Aktiengesellschaft
Germany
$417K +$68.7K +1,120 +18%
Luther King Capital Management (LKCM)
472
Luther King Capital Management (LKCM)
Texas
$415K -$9.81K -160 -2%
BC
473
Burney Company
Virginia
$413K -$25.3K -412 -5%
AI
474
ArchPoint Investors
Florida
$407K +$75K +1,224 +21%
LMGAM
475
Liberty Mutual Group Asset Management
Massachusetts
$405K +$432K +7,042 New

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.