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762 hedge funds and large institutions have $8.06B invested in GSK in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 211 increasing their positions, 327 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

12% more call options, than puts

Call options by funds: $154M | Put options by funds: $137M

3% more funds holding

Funds holding: 740762 (+22)

0.07% less ownership

Funds ownership: 3.47%3.41% (-0.07%)

12% less capital invested

Capital invested by funds: $9.13B → $8.06B (-$1.07B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

35% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 327

Holders
762
Holders Change
+22
Holders Change %
+2.97%
% of All Funds
19.05%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
110
Increased
211
Reduced
327
Closed
80
Calls
$154M
Puts
$137M
Net Calls
+$16.3M
Net Calls Change
-$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
126
Baird Financial Group
Wisconsin
$5.85M -$2.02M -40,943 -25%
Diamond Hill Capital Management
127
Diamond Hill Capital Management
Ohio
$5.83M
WCM
128
Wallace Capital Management
Texas
$5.77M -$271K -5,494 -4%
WAM
129
World Asset Management
Michigan
$5.77M -$523K -10,586 -8%
BAM
130
Bruderman Asset Management
New York
$5.45M +$381K +7,708 +7%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$5.14M +$5.27M +106,746 New
William Blair & Company
132
William Blair & Company
Illinois
$5.14M -$687K -13,898 -12%
FA
133
FDx Advisors
Illinois
$5.08M +$564K +11,416 +12%
CIC
134
Carnegie Investment Counsel
Ohio
$5.02M -$959K -19,404 -16%
PSUF
135
People's United Financial
Connecticut
$5.01M -$52.6K -1,064 -1%
RJT
136
Raymond James Trust
Florida
$4.92M -$372K -7,539 -7%
OMC
137
Old Mission Capital
Illinois
$4.92M +$5.05M +102,138 New
FTC
138
Farmers Trust Company
Ohio
$4.71M -$83.1K -1,683 -2%
JGUA
139
John G. Ullman & Associates
New York
$4.68M -$2.01M -40,748 -30%
RFM
140
Royal Fund Management
Florida
$4.68M +$4.81M +97,293 New
KFP
141
Keystone Financial Planning
Ohio
$4.65M
BOH
142
Bank of Hawaii
Hawaii
$4.58M -$1.33M -26,835 -22%
LM
143
Lincluden Management
Ontario, Canada
$4.58M -$625K -12,661 -12%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$4.45M +$67K +1,356 +1%
SCM
145
Sterneck Capital Management
Missouri
$4.42M -$336K -6,804 -7%
TBC
146
Tweedy, Browne Co
Connecticut
$4.41M -$16.1K -325 -0.4%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$4.29M +$4.4M +89,073 New
Creative Planning
148
Creative Planning
Kansas
$4.28M -$259K -5,235 -6%
GCAC
149
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.2M +$415K +8,410 +11%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$4.09M -$536K -10,857 -11%

GSK Hedge Fund Activity: Q4 2016 in Review

762 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2016, worth a combined $8.06B — down 12% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new GSK positions and 80 closed out — a net gain of 30 holders — while 211 added to existing stakes and 327 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $91.1M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $195M sold.

  • 762 institutional investors held GSK (GSK) as of Q4 2016, up from 740 in Q3 2016.
  • Funds reported $8.06B of GSK stock for Q4 2016, down 12% quarter-over-quarter.
  • 110 funds opened new GSK positions in Q4 2016 and 80 closed out, a net change of +30 holders.
  • The largest GSK buyer in Q4 2016 was T. Rowe Price Associates, an estimated $91.1M added.
  • The largest GSK seller in Q4 2016 was Arrowstreet Capital, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2016.