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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
Fayez Sarofim & Co
501
Fayez Sarofim & Co
Texas
$363K -$62K -1,012 -14%
BDF
502
Balasa Dinverno & Foltz
$358K
FBT
503
Founders Bank & Trust
Michigan
$358K +$39.6K +646 +12%
TIP
504
Torray Investment Partners
Maryland
$356K
AII
505
AGF Investments Inc
Ontario, Canada
$355K -$13.1M -213,732 -97%
PP
506
Palladium Partners
Virginia
$354K -$5.46K -89 -1%
BA
507
Boston Advisors
Massachusetts
$351K +$17.2K +280 +5%
MHS
508
M Holdings Securities
Oregon
$349K +$167K +2,719 +85%
SIC
509
Salem Investment Counselors
North Carolina
$345K
RCAG
510
Rehmann Capital Advisory Group
Michigan
$344K +$7.23K +118 +2%
OCG
511
Opus Capital Group
Ohio
$343K -$563K -9,188 -61%
BCM
512
Buckhead Capital Management
Georgia
$342K
SI
513
SII Investments
Wisconsin
$342K +$14.6K +238 +4%
DCM
514
Donaldson Capital Management
Indiana
$341K +$58K +946 +19%
AF
515
Aldebaran Financial
$340K
WTC
516
WhitTier Trust Company
Nevada
$340K
SYBT
517
Stock Yards Bank & Trust
Kentucky
$340K +$6.8K +111 +2%
Jones Financial Companies
518
Jones Financial Companies
Missouri
$331K -$2.15K -35 -0.6%
RT
519
Reliance Trust
Georgia
$329K -$118K -1,917 -25%
BT
520
Beacon Trust
New Jersey
$329K -$26.4K -431 -7%
NL
521
NWAM LLC
Washington
$325K +$38.1K +621 +12%
HPCM
522
High Pointe Capital Management
Illinois
$324K -$1.64M -26,680 -83%
BFA
523
BlackRock Fund Advisors
California
$324K -$25.7K -419 -7%
NSIM
524
North Star Investment Management
Illinois
$322K -$24.5K -400 -7%
ST
525
Semper Trust
Pennsylvania
$320K -$78.5K -1,280 -19%

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.