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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
BCM
551
Bluefin Capital Management
New York
$260K +$65.8K +1,176 +32%
SAM
552
Sequent Asset Management
Texas
$258K
RW
553
Rand Wealth
Maryland
$257K
SNT
554
Security National Trust
West Virginia
$256K +$3.8K +68 +1%
CCM
555
Cullen Capital Management
New York
$256K +$269K +4,800 New
SAM
556
SignalPoint Asset Management
Missouri
$249K +$30.4K +544 +13%
SSG
557
Summit Securities Group
New York
$248K -$152K -2,720 -37%
SHA
558
Smith Hayes Advisers
Nebraska
$245K -$20.9K -373 -8%
JPTCCM
559
J.P. Turner & Co Capital Management
Georgia
$244K +$257K +4,592 New
CCS
560
Crosspoint Capital Strategies
California
$242K -$1.46K -26 -0.6%
CC
561
Cadinha & Co
Hawaii
$240K
TYCC
562
Texas Yale Capital Corp
Florida
$239K
AB
563
AT Bancorp
Iowa
$238K
RMDI
564
R.M. Davis Inc
Maine
$238K
JIC
565
Johnson Investment Counsel
Ohio
$238K +$31.8K +569 +15%
ID
566
Integral Derivatives
New York
$238K +$249K +4,455 New
PAM
567
Premier Asset Management
Illinois
$237K -$250K -4,460 -50%
BHTS
568
Bar Harbor Trust Services
Maine
$237K
T
569
Thomaspartners
Massachusetts
$234K
Aristotle Capital Management
570
Aristotle Capital Management
California
$233K
CAM
571
Carret Asset Management
New York
$233K
FWP
572
FAS Wealth Partners
Kansas
$232K +$336 +6 +0.1%
CAM
573
Cypress Asset Management
Texas
$232K +$17.9K +320 +8%
IAA
574
Ironsides Asset Advisors
North Carolina
$231K +$242K +4,320 New
PCM
575
Parsons Capital Management
Rhode Island
$230K -$50.1K -896 -17%

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.