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894 hedge funds and large institutions have $13.5B invested in GSK in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 295 increasing their positions, 288 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 45

28% more call options, than puts

Call options by funds: $163M | Put options by funds: $128M

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

12% more capital invested

Capital invested by funds: $12B → $13.5B (+$1.48B)

11% more funds holding

Funds holding: 805894 (+89)

2% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 288

0.09% more ownership

Funds ownership: 4.53%4.62% (+0.09%)

Holders
894
Holders Change
+89
Holders Change %
+11.06%
% of All Funds
17.62%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
144
Increased
295
Reduced
288
Closed
45
Calls
$163M
Puts
$128M
Net Calls
+$35.3M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$10.7M -$90.6K -1,629 -0.9%
KFC
102
Klingenstein Fields & Co
New York
$10.7M -$129K -2,317 -1%
GFPC
103
Global Financial Private Capital
Florida
$10.5M -$970K -17,430 -9%
VanEck Associates
104
VanEck Associates
New York
$10M +$1.64M +29,455 +21%
Kayne Anderson Rudnick Investment Management
105
Kayne Anderson Rudnick Investment Management
California
$9.66M -$5.19M -93,388 -36%
SCM
106
Sio Capital Management
New York
$9.62M +$9.11M +163,764 New
Barclays
107
Barclays
United Kingdom
$9.47M +$6.03M +108,336 +205%
Grantham, Mayo, Van Otterloo & Co (GMO)
108
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.23M -$25.7M -461,226 -75%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$9.19M -$29.5K -530 -0.3%
OAM
110
Oppenheimer Asset Management
New York
$9.19M -$68.7K -1,235 -0.8%
WPC
111
Waters Parkerson & Co
Louisiana
$9.15M +$102K +1,834 +1%
Comerica Bank
112
Comerica Bank
Texas
$9.12M +$4.89K +88 +0.1%
HCM
113
Huber Capital Management
California
$8.89M -$1.66M -29,840 -16%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$8.68M -$410K -7,374 -5%
CIBC Asset Management
115
CIBC Asset Management
Ontario, Canada
$8.61M -$229K -4,124 -3%
CCT
116
Chemung Canal Trust
New York
$8.58M -$124K -2,238 -2%
SG Americas Securities
117
SG Americas Securities
New York
$8.5M -$3.65M -65,681 -31%
WCM
118
Wallace Capital Management
Texas
$8.28M -$177K -3,175 -2%
LM
119
Lincluden Management
Ontario, Canada
$8.24M -$109K -1,966 -1%
TBC
120
Tweedy, Browne Co
Connecticut
$8.04M -$120K -2,160 -2%
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$8.01M -$12.5K -225 -0.2%
AG
122
Advisor Group
Arizona
$7.97M -$58.7K -1,056 -0.8%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$7.95M
KFP
124
Keystone Financial Planning
Ohio
$7.56M +$56.7K +1,020 +0.8%
CSM
125
CAMG Solamere Management
North Carolina
$7.35M +$310K +5,580 +5%

GSK Hedge Fund Activity: Q4 2019 in Review

894 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2019, worth a combined $13.5B — up 12% from $12B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new GSK positions and 45 closed out — a net gain of 99 holders — while 295 added to existing stakes and 288 trimmed.

The largest buyer was Boston Partners, adding an estimated $301M. The largest seller was Dodge & Cox, cutting an estimated $86.6M.

  • 894 institutional investors held GSK (GSK) as of Q4 2019, up from 805 in Q3 2019.
  • Funds reported $13.5B of GSK stock for Q4 2019, up 12% quarter-over-quarter.
  • 144 funds opened new GSK positions in Q4 2019 and 45 closed out, a net change of +99 holders.
  • The largest GSK buyer in Q4 2019 was Boston Partners, an estimated $301M added.
  • The largest GSK seller in Q4 2019 was Dodge & Cox, an estimated $86.6M sold.

Based on aggregated 13F filings for Q4 2019.