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681 hedge funds and large institutions have $14.4B invested in GSK in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 204 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $164M | Put options by funds: $63.5M

147% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 38

30% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 204

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

7% more funds holding

Funds holding: 635681 (+46)

7% more capital invested

Capital invested by funds: $13.5B → $14.4B (+$883M)

0.04% more ownership

Funds ownership: 4.38%4.42% (+0.04%)

Holders
681
Holders Change
+46
Holders Change %
+7.24%
% of All Funds
19.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
94
Increased
265
Reduced
204
Closed
38
Calls
$164M
Puts
$63.5M
Net Calls
+$100M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
176
Rational Advisors
New York
$4.64M -$1.86M -28,720 -29%
WCM
177
Wallace Capital Management
Texas
$4.56M +$122K +1,884 +3%
PJSIMP
178
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.47M +$55.2K +852 +1%
GAM
179
Gotham Asset Management
New York
$4.46M +$4.33M +66,762 New
SIA
180
Sit Investment Associates
Minnesota
$4.29M -$198K -3,060 -5%
Truist Financial
181
Truist Financial
North Carolina
$4.29M +$20K +309 +0.5%
CIM
182
Calvert Investment Management
Maryland
$4.22M -$3.41M -52,633 -45%
IIM
183
Ipswich Investment Management
Massachusetts
$4.16M -$1.56K -24 -0%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$4.03M +$189K +2,915 +5%
ADMI
185
Albert D. Mason Inc
Massachusetts
$4.02M +$257K +3,956 +7%
KFP
186
Keystone Financial Planning
Ohio
$3.98M +$3.87M +59,658 New
GCAC
187
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.96M +$149K +2,300 +4%
CAM
188
Capstone Asset Management
Texas
$3.96M +$360K +5,557 +10%
TG
189
TCW Group
California
$3.87M +$2.01M +30,948 +114%
SLG
190
Stanley-Laman Group
Pennsylvania
$3.86M +$3.75M +57,821 New
GHA
191
GW Henssler & Associates
Georgia
$3.85M +$245K +3,781 +7%
LWI
192
Long Wharf Investors
Massachusetts
$3.84M
ARTA
193
A.R.T. Advisors
New York
$3.83M +$860K +13,258 +30%
Brown Advisory
194
Brown Advisory
Maryland
$3.76M +$21.7K +334 +0.6%
RJT
195
Raymond James Trust
Florida
$3.76M +$49.7K +767 +1%
MPM
196
Meritage Portfolio Management
Kansas
$3.75M -$44.9K -693 -1%
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$3.72M +$102K +1,577 +3%
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$3.69M -$216K -3,336 -6%
RFC
199
Regions Financial Corp
Alabama
$3.63M +$1.34M +20,668 +61%
Citadel Advisors
200
Citadel Advisors
Florida
$3.6M -$483K -7,452 -12%

GSK Hedge Fund Activity: Q4 2013 in Review

681 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2013, worth a combined $14.4B — up 6.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new GSK positions and 38 closed out — a net gain of 56 holders — while 265 added to existing stakes and 204 trimmed.

The largest buyer was Bank of America, adding an estimated $267M. The largest seller was Fidelity Investments, cutting an estimated $186M.

  • 681 institutional investors held GSK (GSK) as of Q4 2013, up from 635 in Q3 2013.
  • Funds reported $14.4B of GSK stock for Q4 2013, up 6.5% quarter-over-quarter.
  • 94 funds opened new GSK positions in Q4 2013 and 38 closed out, a net change of +56 holders.
  • The largest GSK buyer in Q4 2013 was Bank of America, an estimated $267M added.
  • The largest GSK seller in Q4 2013 was Fidelity Investments, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2013.