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809 hedge funds and large institutions have $9.66B invested in GSK in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 352 increasing their positions, 220 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $269M | Put options by funds: $167M

60% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 220

20% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 69

0.13% less ownership

Funds ownership: 6.78%6.66% (-0.13%)

0% less funds holding

Funds holding: 813809 (-4)

4% less capital invested

Capital invested by funds: $10B → $9.66B (-$374M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
809
Holders Change
-4
Holders Change %
-0.49%
% of All Funds
12.89%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.21%
New
83
Increased
352
Reduced
220
Closed
69
Calls
$269M
Puts
$167M
Net Calls
+$101M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
551
Bard Financial Services
Connecticut
$222K
NL
552
NWAM LLC
Washington
$222K +$218K +6,232 New
CA
553
Clearstead Advisors
Ohio
$220K +$90.1K +2,575 +72%
CAG
554
Csenge Advisory Group
Florida
$219K -$9.76K -279 -4%
RA
555
RFG Advisory
Alabama
$216K -$17.7K -506 -8%
IFG
556
Independent Financial Group
California
$216K -$34.6K -990 -14%
KFC
557
Klingenstein Fields & Co
New York
$214K -$31.5K -899 -13%
SFS
558
Stiles Financial Services
Minnesota
$213K +$1.78K +51 +0.9%
CIA
559
Cladis Investment Advisory
Montana
$212K
MA
560
MKT Advisors
California
$211K +$198K +5,646 New
FNBT
561
FineMark National Bank & Trust
Florida
$211K -$2.38K -68 -1%
GCAC
562
Guardian Capital Advisors (Canada)
Ontario, Canada
$210K -$51.8K -1,480 -21%
SWA
563
Sutton Wealth Advisors
Florida
$210K
YIA
564
YHB Investment Advisors
Connecticut
$208K +$205K +5,859 New
BHPW
565
Beverly Hills Private Wealth
California
$208K +$205K +5,850 New
TL
566
Tradewinds LLC
North Carolina
$207K +$14.6K +418 +8%
FAIM
567
Financial Advocates Investment Management
Washington
$206K +$203K +5,803 New
LEFP
568
Leading Edge Financial Planning
Tennessee
$205K
BFS
569
Bradley Foster & Sargent
Connecticut
$205K
JMF
570
Johnson Midwest Financial
Iowa
$203K
ST
571
Smithfield Trust
Pennsylvania
$200K +$198K +5,665 New
CWM
572
CarsonAllaria Wealth Management
Illinois
$187K +$60.5K +1,730 +49%
CIA
573
Cape Investment Advisory
Georgia
$184K +$181K +5,161 New
MTIC
574
Missouri Trust & Investment Company
Missouri
$178K +$7K +200 +4%
CSPIA
575
Cary Street Partners Investment Advisory
Virginia
$176K -$15.5K -442 -8%

GSK Hedge Fund Activity: Q1 2023 in Review

809 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q1 2023, worth a combined $9.66B — down 3.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new GSK positions and 69 closed out — a net gain of 14 holders — while 352 added to existing stakes and 220 trimmed.

The largest buyer was Primecap Management, adding an estimated $214M. The largest seller was Point72 Asset Management, cutting an estimated $223M.

  • 809 institutional investors held GSK (GSK) as of Q1 2023, down from 813 in Q4 2022.
  • Funds reported $9.66B of GSK stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 83 funds opened new GSK positions in Q1 2023 and 69 closed out, a net change of +14 holders.
  • The largest GSK buyer in Q1 2023 was Primecap Management, an estimated $214M added.
  • The largest GSK seller in Q1 2023 was Point72 Asset Management, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2023.