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763 hedge funds and large institutions have $9.69B invested in GSK in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 168 increasing their positions, 348 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 109

3% more funds holding

Funds holding: 741763 (+22)

7% more call options, than puts

Call options by funds: $107M | Put options by funds: $99.7M

0.46% more ownership

Funds ownership: 3.95%4.41% (+0.46%)

2% less capital invested

Capital invested by funds: $9.84B → $9.69B (-$148M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

52% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 348

Holders
763
Holders Change
+22
Holders Change %
+2.97%
% of All Funds
17.31%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
135
Increased
168
Reduced
348
Closed
109
Calls
$107M
Puts
$99.7M
Net Calls
+$7.16M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GCAC
151
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.89M -$625K -13,538 -14%
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$3.83M +$206K +4,465 +5%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$3.67M -$64.8K -1,402 -2%
Creative Planning
154
Creative Planning
Kansas
$3.53M -$51.1K -1,106 -1%
JP Morgan Chase
155
JP Morgan Chase
New York
$3.44M -$2.07M -44,882 -37%
WFMPM
156
Woodley Farra Manion Portfolio Management
Indiana
$3.41M -$137K -2,961 -4%
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$3.35M -$1.17M -25,400 -25%
RJT
158
Raymond James Trust
Florida
$3.3M +$48.4K +1,048 +1%
PTC
159
Philadelphia Trust Company
Pennsylvania
$3.26M -$177K -3,837 -5%
Brown Advisory
160
Brown Advisory
Maryland
$3.25M -$798K -17,276 -19%
FCH
161
Freestone Capital Holdings
Washington
$3.14M -$510K -11,031 -13%
ANTB
162
AMG National Trust Bank
Colorado
$3.13M +$200K +4,329 +7%
MCP
163
Martin Capital Partners
Oregon
$3.13M +$3.26M +70,556 New
MML Investors Services
164
MML Investors Services
Massachusetts
$3.12M -$92.9K -2,011 -3%
BHWM
165
Bar Harbor Wealth Management
New Hampshire
$3.09M -$18.8K -407 -0.6%
AAM
166
Auxier Asset Management
Oregon
$3.05M -$12.9K -280 -0.4%
William Blair & Company
167
William Blair & Company
Illinois
$3.02M -$4.28M -92,571 -58%
KeyBank National Association
168
KeyBank National Association
Ohio
$2.98M -$307K -6,643 -9%
HWM
169
Holloway Wealth Management
Florida
$2.92M
JG
170
Jefferies Group
New York
$2.91M +$3.04M +65,730 New
JC
171
Jacobs & Co
California
$2.91M -$169K -3,666 -5%
HCMT
172
Highland Capital Management (Tennessee)
Tennessee
$2.86M -$69.1K -1,496 -2%
SWM
173
Stockman Wealth Management
Montana
$2.79M +$192K +4,148 +7%
AMG
174
Advisors Management Group
Wisconsin
$2.7M +$34.1K +739 +1%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$2.68M +$853K +18,464 +44%

GSK Hedge Fund Activity: Q4 2017 in Review

763 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2017, worth a combined $9.69B — down 1.5% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new GSK positions and 109 closed out — a net gain of 26 holders — while 168 added to existing stakes and 348 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $1.08B. The largest seller was Wells Fargo, cutting an estimated $197M.

  • 763 institutional investors held GSK (GSK) as of Q4 2017, up from 741 in Q3 2017.
  • Funds reported $9.69B of GSK stock for Q4 2017, down 1.5% quarter-over-quarter.
  • 135 funds opened new GSK positions in Q4 2017 and 109 closed out, a net change of +26 holders.
  • The largest GSK buyer in Q4 2017 was Dodge & Cox, an estimated $1.08B added.
  • The largest GSK seller in Q4 2017 was Wells Fargo, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2017.