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740 hedge funds and large institutions have $9.13B invested in GSK in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 297 increasing their positions, 238 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $163M | Put options by funds: $94M

25% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 238

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

0% less funds holding

Funds holding: 741740 (-1)

0.14% less ownership

Funds ownership: 3.61%3.47% (-0.14%)

4% less capital invested

Capital invested by funds: $9.53B → $9.13B (-$401M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
740
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
19.74%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
53
Increased
297
Reduced
238
Closed
44
Calls
$163M
Puts
$94M
Net Calls
+$69.2M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
51
Haverford Trust Company
Pennsylvania
$30.2M -$21.2K -387 -0.1%
SAM
52
Silvercrest Asset Management
New York
$28.8M
WF
53
Welch & Forbes
Massachusetts
$28.7M
AIA
54
Avalon Investment & Advisory
Texas
$28.3M +$3.54M +64,483 +14%
AG
55
Aperio Group
California
$25.8M +$2.08M +37,914 +9%
ClearBridge Investments
56
ClearBridge Investments
New York
$25.6M -$8.12M -148,020 -24%
CIP
57
Chartwell Investment Partners
Pennsylvania
$24.8M +$540K +9,845 +2%
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$24M -$5.19M -94,585 -18%
CIC
59
Crawford Investment Counsel
Georgia
$23.7M +$4.26M +77,630 +21%
ACA
60
Anchor Capital Advisors
Massachusetts
$23.7M -$7.37M -134,395 -23%
JCM
61
Janney Capital Management
Pennsylvania
$23.6M +$4.13M +75,348 +21%
AAMU
62
Amundi Asset Management US
Massachusetts
$23.4M -$48.3K -880 -0.2%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$22.5M -$2.33M -42,579 -9%
SB
64
Suntrust Banks
Georgia
$21.6M -$2.43M -44,384 -10%
BIM
65
BlackRock Investment Management
Delaware
$21.3M -$558K -10,180 -3%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$21M +$1.28M +23,296 +6%
Norges Bank
67
Norges Bank
Norway
$20.5M
HighTower Advisors
68
HighTower Advisors
Illinois
$20.5M +$923K +16,830 +5%
KFC
69
Klingenstein Fields & Co
New York
$19.9M -$12K -218 -0.1%
TAM
70
Tocqueville Asset Management
New York
$18.9M +$687K +12,528 +4%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$18.8M +$46.2K +842 +0.2%
WIC
72
Willis Investment Counsel
Georgia
$18.2M +$592K +10,800 +3%
SC
73
Saturna Capital
Washington
$17.8M -$43.9K -800 -0.2%
SOMRS
74
State of Michigan Retirement System
Michigan
$17.4M
CL
75
Chubb Ltd
Switzerland
$17.3M

GSK Hedge Fund Activity: Q3 2016 in Review

740 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q3 2016, worth a combined $9.13B — down 4.2% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new GSK positions and 44 closed out — a net gain of 9 holders — while 297 added to existing stakes and 238 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $61.8M. The largest seller was Macquarie Group, cutting an estimated $176M.

  • 740 institutional investors held GSK (GSK) as of Q3 2016, down from 741 in Q2 2016.
  • Funds reported $9.13B of GSK stock for Q3 2016, down 4.2% quarter-over-quarter.
  • 53 funds opened new GSK positions in Q3 2016 and 44 closed out, a net change of +9 holders.
  • The largest GSK buyer in Q3 2016 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $61.8M added.
  • The largest GSK seller in Q3 2016 was Macquarie Group, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2016.