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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
BA
576
Boston Advisors
Massachusetts
$229K -$102K -1,821 -30%
RNS
577
Robert N. Shapiro
$228K -$242K -4,320 -50%
HCM
578
Howland Capital Management
Massachusetts
$228K
NES
579
New England Securities
New York
$225K +$91.8K +1,640 +64%
CYG
580
Clean Yield Group
Vermont
$224K
WA
581
Wealth Architects
California
$223K +$234K +4,182 New
SGA
582
Strategic Global Advisors
California
$223K +$234K +4,183 New
BC
583
Bartlett & Co
Ohio
$222K -$13.4K -240 -5%
CCM
584
Compton Capital Management
Rhode Island
$222K
SGC
585
South Georgia Capital
Illinois
$222K +$80.6K +1,440 +53%
BRWM
586
B. Riley Wealth Management
Tennessee
$222K +$99.1K +1,772 +74%
LCM
587
LVM Capital Management
Michigan
$218K
S
588
SignatureFD
Georgia
$218K +$161K +2,877 +240%
OCM
589
Oakwood Capital Management
California
$217K +$228K +4,068 New
FIG
590
Fusion Investment Group
Pennsylvania
$216K +$226K +4,038 New
NCMW
591
Northern Capital Management (Wisconsin)
Wisconsin
$216K +$226K +4,047 New
HRIA
592
Haberer Registered Investment Advisor
Ohio
$214K -$6.88K -123 -3%
MCC
593
Mid Continent Capital
Illinois
$214K +$224K +3,996 New
CIP
594
Convergence Investment Partners
Florida
$213K -$839 -15 -0.4%
FAT
595
First American Trust
California
$213K +$12.3K +220 +6%
BFS
596
Bradley Foster & Sargent
Connecticut
$212K -$11.5K -206 -5%
HCM
597
Hutchinson Capital Management
California
$211K
SCM
598
Sterling Capital Management
North Carolina
$209K +$219K +3,917 New
GIA
599
Guyasuta Investment Advisors
Pennsylvania
$208K -$16.8K -300 -7%
SC
600
Searle & Co
Connecticut
$208K +$218K +3,900 New

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.