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718 hedge funds and large institutions have $8.72B invested in GSK in 2015 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 233 increasing their positions, 274 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $221M | Put options by funds: $120M

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2% more funds holding

Funds holding: 706718 (+12)

2% more capital invested

Capital invested by funds: $8.53B → $8.72B (+$189M)

0.12% less ownership

Funds ownership: 3.66%3.54% (-0.12%)

15% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 274

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
18.84%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
93
Increased
233
Reduced
274
Closed
69
Calls
$221M
Puts
$120M
Net Calls
+$102M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
451
Douglass Winthrop Advisors
New York
$406K -$175K -3,424 -30%
AAIM
452
American Assets Investment Management
California
$404K
CS
453
Credential Securities
$403K +$7.19K +141 +2%
CA
454
Cullinan Associates
Kentucky
$402K -$40.8K -800 -9%
BBPWM
455
Blue Bell Private Wealth Management
Pennsylvania
$402K -$18.5K -362 -4%
NERM
456
New England Research & Management
Illinois
$397K -$40.8K -800 -9%
NFGCM
457
Norman Fields Gottscho Capital Management
New York
$396K +$400K +7,854 New
RCAG
458
Rehmann Capital Advisory Group
Michigan
$393K +$30.5K +598 +8%
CSIC
459
Clifford Swan Investment Counsel
California
$390K
GAM
460
Garrison Asset Management
Arkansas
$389K -$32.4K -635 -8%
BFA
461
Bragg Financial Advisors
North Carolina
$384K -$8.77K -172 -2%
WIP
462
Wellesley Investment Partners
Massachusetts
$378K +$383K +7,511 New
FWCM
463
Ferguson Wellman Capital Management
Oregon
$370K -$20.6K -405 -5%
BP
464
Ballentine Partners
Massachusetts
$369K -$46.7K -917 -11%
RG
465
Rathbones Group
United Kingdom
$369K
TSWM
466
Triangle Securities Wealth Management
North Carolina
$368K -$117K -2,300 -24%
IAS
467
IMA Advisory Services
Colorado
$365K -$68.1K -1,336 -15%
BTNA
468
Bremer Trust National Association
Minnesota
$363K +$88.2K +1,730 +32%
V
469
Veritable
Delaware
$363K +$121K +2,376 +49%
MAM
470
Mastrapasqua Asset Management
Tennessee
$362K +$366K +7,178 New
IIA
471
IPG Investment Advisors
California
$351K +$102K +2,000 +41%
Fayez Sarofim & Co
472
Fayez Sarofim & Co
Texas
$347K +$55.7K +1,092 +19%
MHS
473
M Holdings Securities
Oregon
$346K -$18.2K -358 -5%
NSIM
474
North Star Investment Management
Illinois
$344K
WSC
475
Wellington Shields & Co
New York
$343K +$347K +6,800 New

GSK Hedge Fund Activity: Q4 2015 in Review

718 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2015, worth a combined $8.72B — up 2.2% from $8.53B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new GSK positions and 69 closed out — a net gain of 24 holders — while 233 added to existing stakes and 274 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $93.9M. The largest seller was Arrowstreet Capital, cutting an estimated $129M.

  • 718 institutional investors held GSK (GSK) as of Q4 2015, up from 706 in Q3 2015.
  • Funds reported $8.72B of GSK stock for Q4 2015, up 2.2% quarter-over-quarter.
  • 93 funds opened new GSK positions in Q4 2015 and 69 closed out, a net change of +24 holders.
  • The largest GSK buyer in Q4 2015 was Fidelity Investments, an estimated $93.9M added.
  • The largest GSK seller in Q4 2015 was Arrowstreet Capital, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2015.