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681 hedge funds and large institutions have $14.4B invested in GSK in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 204 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $164M | Put options by funds: $63.5M

147% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 38

30% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 204

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

7% more funds holding

Funds holding: 635681 (+46)

7% more capital invested

Capital invested by funds: $13.5B → $14.4B (+$883M)

0.04% more ownership

Funds ownership: 4.38%4.42% (+0.04%)

Holders
681
Holders Change
+46
Holders Change %
+7.24%
% of All Funds
19.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
94
Increased
265
Reduced
204
Closed
38
Calls
$164M
Puts
$63.5M
Net Calls
+$100M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
501
VNBTrust National Association
Virginia
$343K -$1.56K -24 -0.5%
SNT
502
Security National Trust
West Virginia
$342K
WCM Investment Management
503
WCM Investment Management
California
$341K
BCM
504
Buckhead Capital Management
Georgia
$340K -$8.04K -124 -2%
BAM
505
Burnham Asset Management
New York
$340K
BRWA
506
B. Riley Wealth Advisors
Florida
$339K -$11.6K -179 -3%
HFS
507
Haverford Financial Services
Pennsylvania
$339K +$1.56K +24 +0.5%
DCM
508
Donaldson Capital Management
Indiana
$336K +$20.7K +320 +7%
FWP
509
FAS Wealth Partners
Kansas
$335K +$326K +5,023 New
RMDI
510
R.M. Davis Inc
Maine
$331K +$1.62K +25 +0.5%
WT
511
Whittier Trust
California
$330K
PIM
512
Penobscot Investment Management
Massachusetts
$327K
MFS
513
MSI Financial Services
Massachusetts
$326K +$316K +4,881 New
BC
514
Burney Company
Virginia
$325K -$36.1K -556 -10%
CAM
515
Cypress Asset Management
Texas
$324K -$46.7K -720 -13%
FBC
516
Fairfield, Bush & Co
Connecticut
$317K
CICI
517
Capital Investment Counsel Inc
North Carolina
$315K
LCM
518
LVM Capital Management
Michigan
$314K -$4.41K -68 -1%
CAM
519
Carret Asset Management
New York
$312K -$18.2K -280 -6%
JIC
520
Johnson Investment Counsel
Ohio
$309K +$4.86K +75 +2%
WSA
521
Willow Street Advisors
Florida
$307K
CCS
522
Crosspoint Capital Strategies
California
$305K +$281K +4,326 New
BFS
523
Bradley Foster & Sargent
Connecticut
$303K -$20.3K -313 -6%
MBE
524
Michael B. Elefante
$303K +$295K +4,544 New
ST
525
Spinnaker Trust
Maine
$302K

GSK Hedge Fund Activity: Q4 2013 in Review

681 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2013, worth a combined $14.4B — up 6.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new GSK positions and 38 closed out — a net gain of 56 holders — while 265 added to existing stakes and 204 trimmed.

The largest buyer was Bank of America, adding an estimated $267M. The largest seller was Fidelity Investments, cutting an estimated $186M.

  • 681 institutional investors held GSK (GSK) as of Q4 2013, up from 635 in Q3 2013.
  • Funds reported $14.4B of GSK stock for Q4 2013, up 6.5% quarter-over-quarter.
  • 94 funds opened new GSK positions in Q4 2013 and 38 closed out, a net change of +56 holders.
  • The largest GSK buyer in Q4 2013 was Bank of America, an estimated $267M added.
  • The largest GSK seller in Q4 2013 was Fidelity Investments, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2013.