We are live on ! Find out more

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
PAI
676
Pittenger & Anderson Inc
Nebraska
$18K
DBT
677
Dubuque Bank & Trust
Iowa
$16K
BCM
678
Blume Capital Management
California
$13K
MA
679
MCF Advisors
Kentucky
$13K +$184 +3 +2%
CPP
680
Crow Point Partners
Massachusetts
$11K -$385K -6,272 -97%
AF
681
Arrow Financial
New York
$10K
GSC
682
Ground Swell Capital
South Carolina
$10K +$10.6K +173 New
MSFP
683
Mark Sheptoff Financial Planning
Connecticut
$9K -$73.6K -1,200 -88%
DOA
684
D'Orazio & Associates
Virginia
$9K
TIM
685
Tortoise Investment Management
New York
$8K
CA
686
CapWealth Advisors
Tennessee
$7K
PFO
687
Pathstone Family Office
New Jersey
$7K
WF
688
WealthTrust Fairport
Ohio
$7K
OIA
689
Optimum Investment Advisors
Illinois
$7K +$61 +1 +0.8%
LWA
690
Lenox Wealth Advisors
New York
$7K +$6.99K +114 New
CAL
691
Capital Analysts LLC
Pennsylvania
$6.98K +$61 +1 +0.8%
JFA
692
JNBA Financial Advisors
Minnesota
$6K
WOC
693
West Oak Capital
California
$5.06K
GI
694
Gradient Investments
Minnesota
$5K -$2.15M -35,114 -100%
CP
695
Corbenic Partners
Pennsylvania
$5K
AAM
696
American Asset Management
Florida
$5K +$5.64K +92 New
PIA
697
Peachtree Investment Advisors
Georgia
$4K +$3.98K +65 New
HF
698
Hoxton Financial
West Virginia
$3K
Canada Life
699
Canada Life
Manitoba, Canada
$2K -$1.74M -28,332 -100%
W
700
Wealthfront
California
$1K -$4.6K -75 -78%

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.