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722 hedge funds and large institutions have $15.2B invested in GSK in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 325 increasing their positions, 215 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 215

42% more call options, than puts

Call options by funds: $117M | Put options by funds: $82.4M

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$803M)

1% more funds holding

Funds holding: 712722 (+10)

0.25% more ownership

Funds ownership: 4.43%4.67% (+0.25%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
722
Holders Change
+10
Holders Change %
+1.4%
% of All Funds
20.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
47
Increased
325
Reduced
215
Closed
36
Calls
$117M
Puts
$82.4M
Net Calls
+$34.4M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
651
Financial Architects (New Jersey)
New Jersey
$103K +$104K +1,542 New
WA
652
Waverly Advisors
Alabama
$101K +$45.4K +670 +80%
PMFA
653
Plante Moran Financial Advisors
Michigan
$100K +$63.4K +936 +167%
LIA
654
LS Investment Advisors
Michigan
$99K -$260K -3,845 -72%
OC
655
Oakworth Capital
Alabama
$97K +$27.1K +400 +38%
MSFP
656
Mark Sheptoff Financial Planning
Connecticut
$91K
JIC
657
Joel Isaacson & Co
New York
$84K
RFA
658
Reilly Financial Advisors
California
$84K +$8.33K +123 +11%
MBT
659
Monroe Bank & Trust
Michigan
$80K
ACM
660
Antonetti Capital Management
Florida
$77K
EFSCE
661
Enterprise Financial Services Corp (EFSC)
Missouri
$71K
LNB
662
Ledyard National Bank
$62K +$23.9K +353 +61%
LFR
663
Lehman Financial Resources
Pennsylvania
$59K +$48.7K +720 +450%
AP
664
Atwood & Palmer
Missouri
$59K +$59.6K +880 New
HCC
665
Hirtle Callaghan & Co
Pennsylvania
$56K
SFSIG
666
San Francisco Sentry Investment Group
California
$52K -$812 -12 -2%
H
667
Hexavest
Quebec, Canada
$51K
HI
668
Hudock Inc
Pennsylvania
$48K +$474 +7 +1%
WAS
669
Winch Advisory Services
Wisconsin
$44K +$677 +10 +2%
ARMC
670
American Research & Management Company
Massachusetts
$44K +$10.8K +160 +32%
AC
671
Alexandria Capital
Virginia
$43K -$9.88K -146 -19%
HFM
672
Hartford Financial Management
Connecticut
$42K -$5.96K -88 -12%
1832 Asset Management
673
1832 Asset Management
Ontario, Canada
$37K
CFS
674
Community Financial System
New York
$37K
FMT
675
First Mercantile Trust
Tennessee
$36K

GSK Hedge Fund Activity: Q2 2014 in Review

722 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q2 2014, worth a combined $15.2B — up 5.6% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GSK positions and 36 closed out — a net gain of 11 holders — while 325 added to existing stakes and 215 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $392M. The largest seller was Primecap Management, cutting an estimated $218M.

  • 722 institutional investors held GSK (GSK) as of Q2 2014, up from 712 in Q1 2014.
  • Funds reported $15.2B of GSK stock for Q2 2014, up 5.6% quarter-over-quarter.
  • 47 funds opened new GSK positions in Q2 2014 and 36 closed out, a net change of +11 holders.
  • The largest GSK buyer in Q2 2014 was Allianz Asset Management, an estimated $392M added.
  • The largest GSK seller in Q2 2014 was Primecap Management, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2014.