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701 hedge funds and large institutions have $13.1B invested in GSK in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 337 increasing their positions, 217 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 217

45% more call options, than puts

Call options by funds: $210M | Put options by funds: $145M

0.26% less ownership

Funds ownership: 4.67%4.41% (-0.26%)

3% less funds holding

Funds holding: 722701 (-21)

14% less capital invested

Capital invested by funds: $15.2B → $13.1B (-$2.11B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

31% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 58

Holders
701
Holders Change
-21
Holders Change %
-2.91%
% of All Funds
20.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
40
Increased
337
Reduced
217
Closed
58
Calls
$210M
Puts
$145M
Net Calls
+$65.2M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
626
Camarda Financial Advisors
Florida
$103K +$11.3K +184 +12%
PR
627
Payden & Rygel
California
$97K -$3.08M -50,240 -97%
RIA
628
Regal Investment Advisors
Michigan
$97K +$82.6K +1,347 +399%
HIM
629
Hillsdale Investment Management
Ontario, Canada
$92K -$49K -800 -33%
CPA
630
Cowen Prime Advisors
New York
$92K
FFC
631
First Financial Corp
Indiana
$91K
OC
632
Oakworth Capital
Alabama
$89K
FWM
633
Focused Wealth Management
New York
$87K -$12K -195 -11%
PMFA
634
Plante Moran Financial Advisors
Michigan
$86K
WRM
635
Westport Resources Management
Connecticut
$85K -$12.7K -207 -12%
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$83.8K +$72.6K +1,184 +432%
TF
637
Tompkins Financial
New York
$83K -$48.9K -798 -36%
LIA
638
LS Investment Advisors
Michigan
$78K -$7.11K -116 -8%
FANJ
639
Financial Architects (New Jersey)
New Jersey
$74K -$15.1K -246 -16%
WA
640
Waverly Advisors
Alabama
$73K -$14.7K -240 -16%
Thrivent Financial for Lutherans
641
Thrivent Financial for Lutherans
Minnesota
$73K +$78.7K +1,284 New
JIC
642
Joel Isaacson & Co
New York
$72K
JAM
643
JCIC Asset Management
Ontario, Canada
$70K -$16.4M -268,024 -100%
S
644
SignatureFD
Georgia
$69K +$65.2K +1,063 +776%
RFA
645
Reilly Financial Advisors
California
$66K -$4.9K -80 -6%
JFGIW
646
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65K -$34.1K -556 -33%
EFSCE
647
Enterprise Financial Services Corp (EFSC)
Missouri
$61K
DVM
648
Dreman Value Management
Florida
$61K +$65.1K +1,062 New
LNB
649
Ledyard National Bank
$54K
LFR
650
Lehman Financial Resources
Pennsylvania
$51K

GSK Hedge Fund Activity: Q3 2014 in Review

701 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q3 2014, worth a combined $13.1B — down 14% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of GSK and 40 opened new positions — a net loss of 18 holders — while 217 trimmed existing stakes and 337 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $287M. The largest seller was Dodge & Cox, cutting an estimated $1.06B.

  • 701 institutional investors held GSK (GSK) as of Q3 2014, down from 722 in Q2 2014.
  • Funds reported $13.1B of GSK stock for Q3 2014, down 14% quarter-over-quarter.
  • 40 funds opened new GSK positions in Q3 2014 and 58 closed out, a net change of -18 holders.
  • The largest GSK buyer in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $287M added.
  • The largest GSK seller in Q3 2014 was Dodge & Cox, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2014.