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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
HSBC Holdings
476
HSBC Holdings
United Kingdom
$404K +$247K +4,025 +134%
BP
477
Banyan Partners
Florida
$401K -$123K -2,004 -22%
ACS
478
Archford Capital Strategies
Illinois
$401K +$22.5K +367 +6%
CC
479
Courier Capital
New York
$398K +$5.39K +88 +1%
ARTA
480
A.R.T. Advisors
New York
$396K -$2.32M -37,849 -85%
MCM
481
McKinley Capital Management
Alaska
$395K -$2.82K -46 -0.7%
FDS
482
First Dallas Securities
Texas
$393K -$10.5K -172 -2%
CSIC
483
Clifford Swan Investment Counsel
California
$392K -$44.6K -728 -10%
CC
484
Capital Counsel
New York
$390K
PG
485
PEAK6 Group
Illinois
$389K +$415K +6,775 New
CBU
486
CIBC Bank USA
Illinois
$387K -$227K -3,704 -35%
YP
487
Yellowstone Partners
Idaho
$382K +$21.8K +355 +6%
PFS
488
Prospera Financial Services
Texas
$381K +$147K +2,392 +57%
FWCM
489
Ferguson Wellman Capital Management
Oregon
$380K
PWLP
490
Prio Wealth Limited Partnership
Massachusetts
$380K
SCA
491
Stonebridge Capital Advisors
Minnesota
$378K +$164K +2,672 +69%
ECM
492
Estabrook Capital Management
New York
$377K -$5.45M -88,938 -93%
BFC
493
Blue Fin Capital
Rhode Island
$377K +$10.5K +172 +3%
TSW
494
Thompson Siegel & Walmsley
Virginia
$375K -$14.7K -240 -4%
FBC
495
Fairfield, Bush & Co
Connecticut
$374K
WEC
496
Winslow Evans & Crocker
Massachusetts
$370K +$24.5K +400 +7%
SCM
497
Shelton Capital Management
Colorado
$370K +$395K +6,440 New
DD
498
Dominick & Dominick
New York
$369K
WCM
499
Wisconsin Capital Management
Wisconsin
$367K +$196K +3,200 +100%
PFBT
500
Parkside Financial Bank & Trust
Missouri
$365K -$99.8K -1,628 -20%

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.