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778 hedge funds and large institutions have $10.8B invested in GSK in 2018 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 290 increasing their positions, 251 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

22% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 82

16% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 251

11% more capital invested

Capital invested by funds: $9.69B → $10.8B (+$1.09B)

2% more funds holding

Funds holding: 763778 (+15)

0.04% more ownership

Funds ownership: 4.41%4.45% (+0.04%)

21% less call options, than puts

Call options by funds: $133M | Put options by funds: $168M

Holders
778
Holders Change
+15
Holders Change %
+1.97%
% of All Funds
17.83%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.34%
New
100
Increased
290
Reduced
251
Closed
82
Calls
$133M
Puts
$168M
Net Calls
-$35M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
101
Deutsche Bank
Germany
$8.08M +$3.6M +77,274 +88%
Truist Financial
102
Truist Financial
North Carolina
$8.06M +$771K +16,565 +11%
WPC
103
Waters Parkerson & Co
Louisiana
$8M -$559K -12,010 -7%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$7.8M +$515K +11,060 +7%
N
105
Nuveen
North Carolina
$7.79M +$7.43M +159,597 New
Comerica Bank
106
Comerica Bank
Texas
$7.62M +$195K +4,188 +3%
TBC
107
Tweedy, Browne Co
Connecticut
$7.58M -$119K -2,545 -2%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$7.53M -$6.17M -132,489 -46%
Diamond Hill Capital Management
109
Diamond Hill Capital Management
Ohio
$7.39M -$320K -6,874 -4%
FP
110
Foundry Partners
Minnesota
$7.35M -$14.9K -320 -0.2%
US Bancorp
111
US Bancorp
Minnesota
$7.19M -$991K -21,274 -13%
CIBC Asset Management
112
CIBC Asset Management
Ontario, Canada
$7.16M +$3.32M +71,239 +94%
Geode Capital Management
113
Geode Capital Management
Massachusetts
$7.13M +$1.38M +29,665 +25%
HC
114
Hourglass Capital
Texas
$7.03M +$1.58M +33,896 +31%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$6.93M +$3.79M +81,404 +134%
Franklin Resources
116
Franklin Resources
California
$6.92M +$219K +4,703 +3%
Neuberger Berman Group
117
Neuberger Berman Group
New York
$6.59M +$551K +11,831 +10%
AAM
118
Advisors Asset Management
Colorado
$6.42M +$186K +3,992 +3%
DADC
119
D.A. Davidson & Co
Montana
$6.42M +$361K +7,744 +6%
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$6.35M +$139K +2,979 +2%
CS
121
Credit Suisse
Switzerland
$6.26M -$5.57M -119,570 -48%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$6.22M -$2.33K -50 -0%
Invesco
123
Invesco
Georgia
$6.09M -$989K -21,238 -15%
HAI
124
Hennessy Advisors Inc
California
$6.06M +$1.11M +23,840 +24%
GC
125
Guggenheim Capital
Illinois
$6.02M +$494K +10,610 +9%

GSK Hedge Fund Activity: Q1 2018 in Review

778 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q1 2018, worth a combined $10.8B — up 11% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new GSK positions and 82 closed out — a net gain of 18 holders — while 290 added to existing stakes and 251 trimmed.

The largest buyer was Black Creek Investment Management, opening a new position worth an estimated $228M. The largest seller was Royal Bank of Canada, cutting an estimated $158M.

  • 778 institutional investors held GSK (GSK) as of Q1 2018, up from 763 in Q4 2017.
  • Funds reported $10.8B of GSK stock for Q1 2018, up 11% quarter-over-quarter.
  • 100 funds opened new GSK positions in Q1 2018 and 82 closed out, a net change of +18 holders.
  • The largest GSK buyer in Q1 2018 was Black Creek Investment Management, an estimated $228M added.
  • The largest GSK seller in Q1 2018 was Royal Bank of Canada, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2018.