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726 hedge funds and large institutions have $8.38B invested in GSK in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 274 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $133M | Put options by funds: $86.8M

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 718726 (+8)

9% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 251

0.16% less ownership

Funds ownership: 3.54%3.39% (-0.16%)

4% less capital invested

Capital invested by funds: $8.72B → $8.38B (-$342M)

Holders
726
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
19.34%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
69
Increased
274
Reduced
251
Closed
49
Calls
$133M
Puts
$86.8M
Net Calls
+$45.8M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RW
551
Rand Wealth
Maryland
$231K
HFS
552
Haverford Financial Services
Pennsylvania
$231K +$227K +4,549 New
PP
553
Palladium Partners
Virginia
$230K -$39.8K -800 -15%
FBNAT
554
FirstMerit Bank N.A. Trustee
Ohio
$230K -$12K -240 -5%
TBNY
555
Trustco Bank (New York)
New York
$229K -$2.69K -54 -1%
CC
556
Cadinha & Co
Hawaii
$228K
V
557
Veritable
Delaware
$227K -$136K -2,723 -38%
BCM
558
Birmingham Capital Management
Alabama
$226K -$35.1K -704 -14%
RMDI
559
R.M. Davis Inc
Maine
$226K -$598 -12 -0.3%
SAM
560
SignalPoint Asset Management
Missouri
$225K -$149 -3 -0.1%
BHTS
561
Bar Harbor Trust Services
Maine
$225K
FMBTD
562
First Midwest Bank Trust Division
Illinois
$224K
FC
563
FCA Corp
Texas
$223K +$219K +4,400 New
BC
564
Bartlett & Co
Ohio
$222K
WAM
565
Wealthspire Advisors (Maryland)
Maryland
$221K +$24.6K +493 +13%
BIT
566
BlackRock Institutional Trust
California
$219K +$215K +4,320 New
Jones Financial Companies
567
Jones Financial Companies
Missouri
$217K -$43.6K -876 -17%
HA
568
Hamel Associates
New Jersey
$216K -$254K -5,100 -54%
GA
569
GFS Advisors
Texas
$215K -$85.7K -1,720 -29%
FCM
570
Forester Capital Management
Illinois
$214K +$75.7K +1,520 +70%
Legal & General Group
571
Legal & General Group
United Kingdom
$213K
BSW
572
Buckingham Strategic Wealth
Missouri
$213K +$1.64K +33 +0.8%
GC
573
Gratus Capital
Georgia
$212K +$209K +4,190 New
CCM
574
Compton Capital Management
Rhode Island
$211K
GC
575
Grimes & Company
Massachusetts
$209K -$60.4K -1,212 -23%

GSK Hedge Fund Activity: Q1 2016 in Review

726 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q1 2016, worth a combined $8.38B — down 3.9% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new GSK positions and 49 closed out — a net gain of 20 holders — while 274 added to existing stakes and 251 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.2M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $127M.

  • 726 institutional investors held GSK (GSK) as of Q1 2016, up from 718 in Q4 2015.
  • Funds reported $8.38B of GSK stock for Q1 2016, down 3.9% quarter-over-quarter.
  • 69 funds opened new GSK positions in Q1 2016 and 49 closed out, a net change of +20 holders.
  • The largest GSK buyer in Q1 2016 was Fidelity Investments, an estimated $89.2M added.
  • The largest GSK seller in Q1 2016 was Hotchkis & Wiley Capital Management, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2016.