We are live on ! Find out more

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
HCM
551
Hutchinson Capital Management
California
$263K
LWCFA
552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$262K -$6.48K -100 -2%
FBT
553
Founders Bank & Trust
Michigan
$259K +$77.5K +1,196 +43%
CGT
554
Capital Guardian Trust
California
$256K +$197K +3,040 +380%
CIC
555
Carnegie Investment Counsel
Ohio
$255K
Nomura Holdings
556
Nomura Holdings
Japan
$254K -$123K -1,895 -33%
BHBT
557
Burke & Herbert Bank & Trust
Virginia
$254K
HH
558
Hilltop Holdings
Texas
$254K +$247K +3,812 New
RGC
559
Roberts, Glore & Co
Illinois
$252K +$13K +200 +6%
YMRC
560
Yorktown Management & Research Company
Virginia
$251K
BIM
561
Barton Investment Management
Pennsylvania
$242K -$25.9K -400 -10%
WJA
562
Williams Jones & Associates
New York
$241K
AL
563
Agran Libbie
California
$235K
UCFA
564
United Capital Financial Advisors
Texas
$231K -$493K -7,600 -69%
FIB
565
First Interstate Bank
Montana
$229K -$10.4K -160 -4%
MA
566
Montag & Associates
Georgia
$229K
CL
567
CPWM LLC
Washington
$227K
GHAM
568
Gilman Hill Asset Management
Connecticut
$227K +$221K +3,406 New
MCM
569
Maryland Capital Management
Maryland
$226K +$2.59K +40 +1%
BB
570
Busey Bank
Illinois
$225K +$219K +3,376 New
WCM
571
Weatherstone Capital Management
Colorado
$224K
ICM
572
IMS Capital Management
Oregon
$222K +$216K +3,332 New
UBS AM
573
UBS AM
Illinois
$216K +$210K +3,233 New
FC
574
Fayerweather Charles
$215K +$210K +3,232 New
CCM
575
Chickasaw Capital Management
Tennessee
$214K

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.