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728 hedge funds and large institutions have $21.1B invested in GSK in 2014 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 282 increasing their positions, 242 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $202M | Put options by funds: $124M

61% more capital invested

Capital invested by funds: $13.1B → $21.1B (+$7.96B)

51% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 70

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

17% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 242

4% more funds holding

Funds holding: 701728 (+27)

0.24% less ownership

Funds ownership: 4.41%4.18% (-0.24%)

Holders
728
Holders Change
+27
Holders Change %
+3.85%
% of All Funds
19.41%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
106
Increased
282
Reduced
242
Closed
70
Calls
$202M
Puts
$124M
Net Calls
+$77.4M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
501
Semper Trust
Pennsylvania
$362K +$67.1K +1,200 +22%
MCM
502
McKinley Capital Management
Alaska
$360K -$6.94K -124 -2%
FHA
503
First Horizon Advisors
Tennessee
$357K -$942K -16,842 -72%
BFEC
504
Benjamin F. Edwards & Company
Missouri
$357K +$112K +2,004 +43%
FDS
505
First Dallas Securities
Texas
$355K -$11K -196 -3%
PWLP
506
Prio Wealth Limited Partnership
Massachusetts
$353K -$671 -12 -0.2%
IP
507
Investment Partners
Ohio
$351K +$369K +6,595 New
CC
508
Capital Counsel
New York
$350K -$12.6K -226 -3%
RT
509
Reliance Trust
Georgia
$350K +$46.8K +836 +15%
FBC
510
Fairfield, Bush & Co
Connecticut
$348K
WEC
511
Winslow Evans & Crocker
Massachusetts
$344K
TSW
512
Thompson Siegel & Walmsley
Virginia
$342K -$6.27K -112 -2%
BWAM
513
Boyd Watterson Asset Management
Ohio
$340K -$51.7K -924 -13%
Mirae Asset Global Investments
514
Mirae Asset Global Investments
South Korea
$338K -$1.49M -26,640 -81%
JWA
515
JFS Wealth Advisors
Pennsylvania
$338K -$151K -2,696 -30%
Fayez Sarofim & Co
516
Fayez Sarofim & Co
Texas
$338K
FWCM
517
Ferguson Wellman Capital Management
Oregon
$335K -$19.2K -344 -5%
BDF
518
Balasa Dinverno & Foltz
$333K
WCM
519
Wisconsin Capital Management
Wisconsin
$329K -$12.3K -220 -3%
HW
520
Hedeker Wealth
Illinois
$329K +$345K +6,158 New
FBT
521
Founders Bank & Trust
Michigan
$327K -$7.33K -131 -2%
ECM
522
Estabrook Capital Management
New York
$322K -$30.2K -540 -8%
OCG
523
Opus Capital Group
Ohio
$319K
Koshinski Asset Management
524
Koshinski Asset Management
Illinois
$319K +$334K +5,966 New
BCM
525
Buckhead Capital Management
Georgia
$318K

GSK Hedge Fund Activity: Q4 2014 in Review

728 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2014, worth a combined $21.1B — up 61% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new GSK positions and 70 closed out — a net gain of 36 holders — while 282 added to existing stakes and 242 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $238M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $740M sold.

  • 728 institutional investors held GSK (GSK) as of Q4 2014, up from 701 in Q3 2014.
  • Funds reported $21.1B of GSK stock for Q4 2014, up 61% quarter-over-quarter.
  • 106 funds opened new GSK positions in Q4 2014 and 70 closed out, a net change of +36 holders.
  • The largest GSK buyer in Q4 2014 was Waddell & Reed Financial, an estimated $238M added.
  • The largest GSK seller in Q4 2014 was Americafirst Capital Management, an estimated $740M sold.

Based on aggregated 13F filings for Q4 2014.