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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
Dodge & Cox
1
Dodge & Cox
California
$3.23B -$42.1M -648,760 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$958M -$4.28M -66,010 -0.5%
Fisher Asset Management
3
Fisher Asset Management
Washington
$593M -$424K -6,538 -0.1%
State Street
4
State Street
Massachusetts
$583M -$6.91M -106,492 -1%
Primecap Management
5
Primecap Management
California
$534M -$4.14M -63,822 -0.8%
Bank of America
6
Bank of America
North Carolina
$451M +$267M +4,110,959 +155%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$441M +$68.6M +1,057,746 +19%
Wells Fargo
8
Wells Fargo
California
$434M +$16.1M +248,981 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$366M -$80.4M -1,240,120 -18%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$360M -$186M -2,866,473 -35%
Renaissance Technologies
11
Renaissance Technologies
New York
$343M +$131M +2,026,960 +65%
FMI
12
Fiduciary Management Inc
Wisconsin
$330M +$1.81M +27,968 +0.6%
Invesco
13
Invesco
Georgia
$315M +$118K +1,823 +0%
Ameriprise
14
Ameriprise
Minnesota
$182M -$1.06M -16,381 -0.6%
Morgan Stanley
15
Morgan Stanley
New York
$171M +$19.6M +301,971 +13%
Federated Hermes
16
Federated Hermes
Pennsylvania
$170M +$4.71M +72,704 +3%
ClearBridge Investments
17
ClearBridge Investments
New York
$136M -$40M -617,522 -23%
MAA
18
Managed Account Advisors
New Jersey
$130M +$572K +8,826 +0.5%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$129M
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$128M -$165M -2,546,236 -57%
WHG
21
Westwood Holdings Group
Texas
$115M +$107M +1,644,426 +2,200%
BIP
22
Brandes Investment Partners
California
$115M +$12.9M +198,998 +13%
SCCM
23
Schafer Cullen Capital Management
New York
$112M +$14.8M +227,757 +16%
Northern Trust
24
Northern Trust
Illinois
$110M +$2.43M +37,405 +2%
Macquarie Group
25
Macquarie Group
Australia
$107M +$17.8M +274,867 +21%

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.