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726 hedge funds and large institutions have $8.38B invested in GSK in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 274 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $133M | Put options by funds: $86.8M

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 718726 (+8)

9% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 251

0.16% less ownership

Funds ownership: 3.54%3.39% (-0.16%)

4% less capital invested

Capital invested by funds: $8.72B → $8.38B (-$342M)

Holders
726
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
19.34%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
69
Increased
274
Reduced
251
Closed
49
Calls
$133M
Puts
$86.8M
Net Calls
+$45.8M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
151
Community Financial Services Group
Vermont
$4.19M -$69.1K -1,388 -2%
Creative Planning
152
Creative Planning
Kansas
$4.1M -$224K -4,506 -5%
BHWM
153
Bar Harbor Wealth Management
New Hampshire
$4.07M
FA
154
FDx Advisors
Illinois
$3.97M +$806K +16,174 +26%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$3.95M +$243K +4,875 +7%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$3.95M -$122K -2,447 -3%
OC
157
Oppenheimer & Co
New York
$3.93M -$585K -11,746 -13%
NCM
158
Northroad Capital Management
New York
$3.91M -$137K -2,760 -3%
TG
159
TCW Group
California
$3.8M -$321K -6,445 -8%
FB
160
Fulton Bank
Pennsylvania
$3.79M +$250K +5,020 +7%
CIP
161
Chartwell Investment Partners
Pennsylvania
$3.68M +$153K +3,064 +4%
CAM
162
Capstone Asset Management
Texas
$3.67M -$119K -2,384 -3%
BF
163
BOK Financial
Oklahoma
$3.64M +$58.6K +1,176 +2%
1832 Asset Management
164
1832 Asset Management
Ontario, Canada
$3.54M -$120K -2,400 -5%
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
$3.52M -$132K -2,650 -4%
HI
166
Horizon Investments
North Carolina
$3.49M +$3.43M +68,862 New
DAS
167
Dynamic Advisor Solutions
Arizona
$3.49M +$36.4K +731 +1%
FFS
168
Founders Financial Securities
Maryland
$3.48M +$3.42M +68,726 New
EAM
169
Edge Asset Management
Washington
$3.48M -$8.56M -171,897 -71%
TAM
170
Tealwood Asset Management
Minnesota
$3.44M +$697 +14 +0%
HCMT
171
Highland Capital Management (Tennessee)
Tennessee
$3.33M -$1.12M -22,469 -26%
Dodge & Cox
172
Dodge & Cox
California
$3.29M -$1.26M -25,216 -28%
PTC
173
Philadelphia Trust Company
Pennsylvania
$3.29M +$116K +2,320 +4%
CAM
174
Cypress Asset Management
Texas
$3.28M -$33.5K -672 -1%
JAM
175
Jolley Asset Management
North Carolina
$3.27M +$289K +5,810 +10%

GSK Hedge Fund Activity: Q1 2016 in Review

726 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q1 2016, worth a combined $8.38B — down 3.9% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new GSK positions and 49 closed out — a net gain of 20 holders — while 274 added to existing stakes and 251 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.2M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $127M.

  • 726 institutional investors held GSK (GSK) as of Q1 2016, up from 718 in Q4 2015.
  • Funds reported $8.38B of GSK stock for Q1 2016, down 3.9% quarter-over-quarter.
  • 69 funds opened new GSK positions in Q1 2016 and 49 closed out, a net change of +20 holders.
  • The largest GSK buyer in Q1 2016 was Fidelity Investments, an estimated $89.2M added.
  • The largest GSK seller in Q1 2016 was Hotchkis & Wiley Capital Management, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2016.