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718 hedge funds and large institutions have $8.72B invested in GSK in 2015 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 233 increasing their positions, 274 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $221M | Put options by funds: $120M

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2% more funds holding

Funds holding: 706718 (+12)

2% more capital invested

Capital invested by funds: $8.53B → $8.72B (+$189M)

0.12% less ownership

Funds ownership: 3.66%3.54% (-0.12%)

15% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 274

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
18.84%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
93
Increased
233
Reduced
274
Closed
69
Calls
$221M
Puts
$120M
Net Calls
+$102M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$553M +$93.9M +1,841,504 +20%
JP Morgan Chase
2
JP Morgan Chase
New York
$505M -$57.8M -1,133,133 -10%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$488M -$12.2M -238,372 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$473M +$34.4M +674,466 +8%
Fisher Asset Management
5
Fisher Asset Management
Washington
$465M +$147K +2,883 +0%
Wells Fargo
6
Wells Fargo
California
$430M -$3.05M -59,769 -0.7%
State Street
7
State Street
Massachusetts
$417M -$2.39M -46,800 -0.6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$333M +$7.51M +147,339 +2%
Federated Hermes
9
Federated Hermes
Pennsylvania
$249M -$32.6M -640,007 -11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$248M -$3.84M -75,370 -2%
Morgan Stanley
11
Morgan Stanley
New York
$195M +$10.9M +213,390 +6%
Bank of America
12
Bank of America
North Carolina
$177M -$1.8M -35,268 -1%
BIP
13
Brandes Investment Partners
California
$174M -$15.1M -296,042 -8%
Primecap Management
14
Primecap Management
California
$171M -$616K -12,080 -0.4%
Macquarie Group
15
Macquarie Group
Australia
$148M -$10.7M -210,316 -7%
Invesco
16
Invesco
Georgia
$132M -$7.09M -139,144 -5%
RJA
17
Raymond James & Associates
Florida
$110M -$4.61M -90,381 -4%
JHC
18
JFB Holdings Corp
Georgia
$96.2M +$32.6M +640,503 +51%
SCCM
19
Schafer Cullen Capital Management
New York
$95.6M -$16.2M -317,096 -14%
Goldman Sachs
20
Goldman Sachs
New York
$90.8M +$710K +13,938 +0.8%
Northern Trust
21
Northern Trust
Illinois
$86.6M -$4.9M -96,036 -5%
Jane Street
22
Jane Street
New York
$86.3M +$48.6M +954,227 +126%
UBS Group
23
UBS Group
Switzerland
$84M -$3.04M -59,643 -3%
Ameriprise
24
Ameriprise
Minnesota
$75.8M +$6.1M +119,765 +9%
NRECA
25
National Rural Electric Cooperative Association
Virginia
$74.4M

GSK Hedge Fund Activity: Q4 2015 in Review

718 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2015, worth a combined $8.72B — up 2.2% from $8.53B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new GSK positions and 69 closed out — a net gain of 24 holders — while 233 added to existing stakes and 274 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $93.9M. The largest seller was Arrowstreet Capital, cutting an estimated $129M.

  • 718 institutional investors held GSK (GSK) as of Q4 2015, up from 706 in Q3 2015.
  • Funds reported $8.72B of GSK stock for Q4 2015, up 2.2% quarter-over-quarter.
  • 93 funds opened new GSK positions in Q4 2015 and 69 closed out, a net change of +24 holders.
  • The largest GSK buyer in Q4 2015 was Fidelity Investments, an estimated $93.9M added.
  • The largest GSK seller in Q4 2015 was Arrowstreet Capital, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2015.