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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
Ameriprise
51
Ameriprise
Minnesota
$42.9M +$1.66M +29,695 +4%
Stifel Financial
52
Stifel Financial
Missouri
$41.7M +$2.29M +40,907 +6%
Norges Bank
53
Norges Bank
Norway
$41.5M
Neuberger Berman Group
54
Neuberger Berman Group
New York
$35.8M +$9.87M +176,338 +36%
SAM
55
Silvercrest Asset Management
New York
$35.7M -$59.1K -1,057 -0.2%
MIP
56
Mondrian Investment Partners
United Kingdom
$34.3M
CIM
57
Confluence Investment Management
Missouri
$32.6M +$2.37M +42,414 +7%
PPA
58
Parametric Portfolio Associates
Washington
$30.8M +$7.61M +136,000 +31%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$30.6M -$28.2M -504,000 -47%
Citigroup
60
Citigroup
New York
$30.2M +$10.2M +182,019 +48%
SC
61
Saturna Capital
Washington
$28.4M
HTC
62
Haverford Trust Company
Pennsylvania
$27.3M -$717K -12,821 -2%
DM
63
Deerfield Management
New York
$24.1M +$7.31M +130,640 +41%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$23.6M +$22.8M +407,555 +413%
TGI
65
Tradewinds Global Investors
California
$21.8M -$1.56M -27,882 -6%
KG
66
Killen Group
Pennsylvania
$21.5M +$6.47M +115,716 +40%
WF
67
Welch & Forbes
Massachusetts
$21.3M -$33.6K -600 -0.2%
ACM
68
Aviance Capital Management
Florida
$20.9M -$3.13M -55,968 -13%
ACA
69
Anchor Capital Advisors
Massachusetts
$20M +$312K +5,585 +2%
KFC
70
Klingenstein Fields & Co
New York
$19.8M -$73.8K -1,320 -0.4%
AllianceBernstein
71
AllianceBernstein
Tennessee
$18.5M -$1.51M -27,012 -7%
JCM
72
Janney Capital Management
Pennsylvania
$18.2M +$4.75M +84,821 +33%
BIM
73
BlackRock Investment Management
Delaware
$17.8M -$1.1M -19,577 -6%
VKH
74
Virtu KCG Holdings
New York
$17.6M +$11.4M +203,742 +162%
AC
75
Ascend Capital
California
$17.2M +$13.9M +248,254 +335%

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.