We are live on ! Find out more

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
AG
76
Aperio Group
California
$16.5M +$2.47M +44,092 +17%
JFL
77
Jarislowsky, Fraser Ltd
Quebec, Canada
$16.5M +$1.25M +22,291 +8%
VanEck Associates
78
VanEck Associates
New York
$16.1M -$2.16M -38,521 -11%
N
79
Nuveen
North Carolina
$15.5M -$505K -9,023 -3%
FFA
80
First Foundation Advisors
California
$15.3M -$1.42M -25,332 -8%
MNA
81
Manning & Napier Advisors
New York
$15.2M +$1.03M +18,495 +7%
Barclays
82
Barclays
United Kingdom
$14.2M -$3.35M -59,915 -18%
SB
83
Suntrust Banks
Georgia
$13.8M -$1.41M -25,237 -9%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$13.7M -$591K -10,556 -4%
PP
85
Prospector Partners
Connecticut
$13.3M +$14M +249,680 New
ST
86
Sabal Trust
Florida
$13.2M -$449K -8,024 -3%
USAA
87
United Services Automobile Association
Texas
$13.1M
GKIM
88
GW&K Investment Management
Massachusetts
$12.9M +$2.62M +46,844 +24%
HSA
89
Hussman Strategic Advisors
Maryland
$12.8M -$1.05M -18,800 -7%
Franklin Resources
90
Franklin Resources
California
$12.7M -$1.56M -27,875 -10%
GC
91
Guggenheim Capital
Illinois
$12.3M +$1.67M +29,862 +15%
US Bancorp
92
US Bancorp
Minnesota
$12.3M +$618K +11,052 +5%
Comerica Bank
93
Comerica Bank
Texas
$12.2M +$6.29M +112,518 +97%
PI
94
Placemark Investments
Illinois
$11.9M +$1.12M +20,092 +10%
LCM
95
Logan Capital Management
Pennsylvania
$11.8M +$1.33M +23,688 +12%
Deutsche Bank
96
Deutsche Bank
Germany
$11.8M -$14.7M -262,694 -54%
CNB
97
City National Bank
California
$11.7M -$43K -769 -0.3%
Barrow, Hanley, Mewhinney & Strauss
98
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.6M
TIM
99
Thornburg Investment Management
New Mexico
$11.6M -$3.35M -59,792 -22%
LPL Financial
100
LPL Financial
California
$11.5M +$2.09M +37,412 +21%

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.