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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
CFA
626
Carroll Financial Associates
North Carolina
$123K +$12.9K +231 +12%
EWM
627
Evercore Wealth Management
New York
$121K -$93.4K -1,670 -42%
BKBG
628
BHF Kleinwort Benson Group
Belgium
$120K -$123K -2,192 -49%
SFWA
629
Summit Financial Wealth Advisors
Louisiana
$119K +$125K +2,234 New
ACS
630
Archford Capital Strategies
Illinois
$117K -$268K -4,794 -69%
FCM
631
Forester Capital Management
Illinois
$117K
Thrivent Financial for Lutherans
632
Thrivent Financial for Lutherans
Minnesota
$113K +$44.8K +800 +62%
DSC
633
Duncker Streett & Co
Missouri
$103K -$4.48K -80 -4%
ARMT
634
Amica Retiree Medical Trust
Rhode Island
$103K +$107K +1,919 New
DAM
635
Delta Asset Management
Tennessee
$102K -$1.79K -32 -2%
CFA
636
Camarda Financial Advisors
Florida
$95K
PR
637
Payden & Rygel
California
$90K
CPA
638
Cowen Prime Advisors
New York
$85K
FFC
639
First Financial Corp
Indiana
$85K
ST
640
Smithfield Trust
Pennsylvania
$84K -$57.4K -1,026 -40%
FWM
641
Focused Wealth Management
New York
$82K +$392 +7 +0.5%
HIM
642
Hillsdale Investment Management
Ontario, Canada
$81K -$4.48K -80 -5%
SAM
643
Shamrock Asset Management
Texas
$77K -$1.56M -27,888 -95%
OC
644
Oakworth Capital
Alabama
$77K
LIA
645
LS Investment Advisors
Michigan
$73K
JIC
646
Joel Isaacson & Co
New York
$73K +$5.99K +107 +9%
TF
647
Tompkins Financial
New York
$67K -$10.7K -192 -13%
JAM
648
JCIC Asset Management
Ontario, Canada
$65K
MBT
649
Monroe Bank & Trust
Michigan
$64K +$67.1K +1,200 New
RIA
650
Regal Investment Advisors
Michigan
$61K -$29.9K -535 -32%

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.