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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
PI
101
Placemark Investments
Illinois
$13M +$2.92M +43,194 +29%
BUB
102
BBVA USA Bancshares
Texas
$12.8M +$328K +4,847 +3%
Citigroup
103
Citigroup
New York
$12.7M +$3.87M +57,129 +43%
LCM
104
Logan Capital Management
Pennsylvania
$12.6M +$234K +3,463 +2%
GKIM
105
GW&K Investment Management
Massachusetts
$12.6M -$4.81K -71 -0%
MIS
106
Morningstar Investment Services
Illinois
$12.6M +$642K +9,488 +5%
EVM
107
Eaton Vance Management
Massachusetts
$11.6M -$3.52K -52 -0%
JGUA
108
John G. Ullman & Associates
New York
$11M +$514K +7,595 +5%
HighTower Advisors
109
HighTower Advisors
Illinois
$10.8M +$942K +13,919 +9%
MCM
110
MAI Capital Management
Ohio
$10.7M -$910K -13,440 -8%
LTI
111
Laffer Tengler Investments
Tennessee
$10.7M +$1.55M +22,903 +17%
SCM
112
Symons Capital Management
Pennsylvania
$10.3M -$73.1K -1,080 -0.7%
Diamond Hill Capital Management
113
Diamond Hill Capital Management
Ohio
$10.1M -$72.7K -1,074 -0.7%
AIM
114
Allen Investment Management
New York
$9.97M
WPC
115
Waters Parkerson & Co
Louisiana
$9.86M -$26K -384 -0.3%
Mawer Investment Management
116
Mawer Investment Management
Alberta, Canada
$9.8M -$7.06M -104,343 -42%
CC
117
Chubb Corp
New Jersey
$9.68M
BCM
118
Brookmont Capital Management
Texas
$9.63M +$1.1M +16,309 +13%
PIM
119
Perkins Investment Management
Illinois
$9.45M +$314K +4,635 +3%
GT
120
Glenmede Trust
Pennsylvania
$9.23M -$696K -10,282 -7%
FCI
121
Financial Counselors Inc
Kansas
$9.05M -$1.6M -23,644 -15%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$9M -$150K -2,223 -2%
Fiera Capital (Canada)
123
Fiera Capital (Canada)
Quebec, Canada
$8.96M -$344K -5,076 -4%
California Public Employees Retirement System
124
California Public Employees Retirement System
California
$8.96M -$17.6M -259,825 -66%
GGPS
125
Gary Goldberg Planning Services
New York
$8.85M +$782K +11,557 +10%

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.