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701 hedge funds and large institutions have $13.1B invested in GSK in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 337 increasing their positions, 217 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 217

45% more call options, than puts

Call options by funds: $210M | Put options by funds: $145M

0.26% less ownership

Funds ownership: 4.67%4.41% (-0.26%)

3% less funds holding

Funds holding: 722701 (-21)

14% less capital invested

Capital invested by funds: $15.2B → $13.1B (-$2.11B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

31% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 58

Holders
701
Holders Change
-21
Holders Change %
-2.91%
% of All Funds
20.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
40
Increased
337
Reduced
217
Closed
58
Calls
$210M
Puts
$145M
Net Calls
+$65.2M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
176
Massachusetts Financial Services
Massachusetts
$4.25M -$35.2K -574 -0.8%
GCAC
177
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.25M +$410K +6,692 +11%
HNB
178
Huntington National Bank
Ohio
$4.24M +$1.75M +28,576 +63%
MWP
179
MYCIO Wealth Partners
Pennsylvania
$4.23M +$553K +9,027 +14%
CFSG
180
Community Financial Services Group
Vermont
$4.18M +$96.1K +1,567 +2%
ISL
181
Ingalls & Snyder LLC
New York
$4.16M -$1.03M -16,825 -19%
SCM
182
Sterneck Capital Management
Missouri
$4.14M +$4.41M +72,003 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$4.01M -$1.58M -25,818 -27%
Walleye Trading
184
Walleye Trading
New York
$3.98M +$3.76M +61,254 +759%
NEAM
185
New England Asset Management
Connecticut
$3.98M -$142K -2,320 -3%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$3.97M +$843K +13,748 +25%
STC
187
SEI Trust Company
Pennsylvania
$3.9M -$1.05M -17,120 -20%
Truist Financial
188
Truist Financial
North Carolina
$3.9M +$97.5K +1,590 +2%
SLG
189
Stanley-Laman Group
Pennsylvania
$3.88M +$29K +473 +0.7%
GAM
190
Gotham Asset Management
New York
$3.84M -$3.19K -52 -0.1%
MWR
191
McAdams Wright Ragen
Washington
$3.81M +$76.3K +1,245 +2%
LM
192
Lincluden Management
Ontario, Canada
$3.75M +$88K +1,436 +2%
LTFS
193
Ladenburg Thalmann Financial Services
Florida
$3.62M +$399K +6,502 +12%
HI
194
HBK Investments
Texas
$3.59M +$3.83M +62,400 New
PSUF
195
People's United Financial
Connecticut
$3.56M +$655K +10,684 +21%
AFG
196
Albion Financial Group
Utah
$3.55M +$205K +3,340 +6%
CAM
197
Capstone Asset Management
Texas
$3.53M -$45K -734 -1%
PIM
198
Perkins Investment Management
Illinois
$3.45M -$4.99M -81,396 -58%
BF
199
BOK Financial
Oklahoma
$3.42M +$331K +5,397 +10%
KFP
200
Keystone Financial Planning
Ohio
$3.42M +$1.59K +26 +0%

GSK Hedge Fund Activity: Q3 2014 in Review

701 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q3 2014, worth a combined $13.1B — down 14% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of GSK and 40 opened new positions — a net loss of 18 holders — while 217 trimmed existing stakes and 337 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $287M. The largest seller was Dodge & Cox, cutting an estimated $1.06B.

  • 701 institutional investors held GSK (GSK) as of Q3 2014, down from 722 in Q2 2014.
  • Funds reported $13.1B of GSK stock for Q3 2014, down 14% quarter-over-quarter.
  • 40 funds opened new GSK positions in Q3 2014 and 58 closed out, a net change of -18 holders.
  • The largest GSK buyer in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $287M added.
  • The largest GSK seller in Q3 2014 was Dodge & Cox, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2014.