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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
DCM
126
Driehaus Capital Management
Illinois
$7.74M +$8.1M +144,800 New
IGIM
127
I.G. Investment Management
Manitoba, Canada
$7.67M
CAI
128
Capital Advisors Inc
Oklahoma
$7.61M +$1.22M +21,762 +18%
FCI
129
Financial Counselors Inc
Kansas
$7.43M +$96.1K +1,717 +1%
M&T Bank
130
M&T Bank
New York
$7.34M -$261K -4,664 -3%
EVM
131
Eaton Vance Management
Massachusetts
$6.94M -$2.44M -43,577 -25%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$6.75M +$839K +14,994 +13%
BCAM
133
Boston Common Asset Management
Massachusetts
$6.57M +$70.9K +1,268 +1%
CK
134
Cohen Klingenstein
New York
$6.53M
11A
135
10-15 Associates
New York
$6.43M +$6.73M +120,380 New
TSBJ
136
Trevor, Stewart, Burton & Jacobsen
New York
$6.37M +$3.97M +71,024 +127%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$6.35M -$14.1K -252 -0.2%
First Trust Advisors
138
First Trust Advisors
Illinois
$6.18M +$1.36M +24,256 +27%
AAM
139
Auxier Asset Management
Oregon
$5.93M +$232K +4,140 +4%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$5.91M +$2.65M +47,443 +75%
NCM
141
Northroad Capital Management
New York
$5.84M -$674K -12,044 -10%
TBC
142
Tweedy, Browne Co
Connecticut
$5.74M -$268K -4,788 -4%
BOH
143
Bank of Hawaii
Hawaii
$5.65M -$221K -3,956 -4%
MPM
144
Meritage Portfolio Management
Kansas
$5.63M -$45.8K -819 -0.8%
GWM
145
Greenwich Wealth Management
Connecticut
$5.55M +$33.6K +600 +0.6%
GCC
146
Guardian Capital (Canada)
Ontario, Canada
$5.47M -$256K -4,584 -4%
Truist Financial
147
Truist Financial
North Carolina
$5.4M +$1.86M +33,175 +49%
WAM
148
World Asset Management
Michigan
$5.32M -$41.1K -734 -0.7%
Lazard Asset Management
149
Lazard Asset Management
New York
$5.11M -$2.74K -49 -0.1%
WCM
150
Wallace Capital Management
Texas
$4.93M +$416K +7,443 +9%

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.