We are live on ! Find out more

726 hedge funds and large institutions have $8.38B invested in GSK in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 274 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $133M | Put options by funds: $86.8M

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 718726 (+8)

9% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 251

0.16% less ownership

Funds ownership: 3.54%3.39% (-0.16%)

4% less capital invested

Capital invested by funds: $8.72B → $8.38B (-$342M)

Holders
726
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
19.34%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
69
Increased
274
Reduced
251
Closed
49
Calls
$133M
Puts
$86.8M
Net Calls
+$45.8M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$647M +$89.2M +1,791,918 +16%
Fisher Asset Management
2
Fisher Asset Management
Washington
$500M +$5.03M +100,946 +1%
Wells Fargo
3
Wells Fargo
California
$466M +$32.6M +654,080 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$424M -$82.3M -1,652,161 -16%
State Street
5
State Street
Massachusetts
$420M +$966K +19,398 +0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$363M -$110M -2,201,616 -23%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$362M -$127M -2,550,077 -26%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$282M -$52M -1,043,875 -16%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$241M -$7.75M -155,699 -3%
Federated Hermes
10
Federated Hermes
Pennsylvania
$228M -$21.4M -429,709 -9%
Bank of America
11
Bank of America
North Carolina
$207M +$28.5M +573,050 +16%
BIP
12
Brandes Investment Partners
California
$181M +$6.83M +137,103 +4%
Morgan Stanley
13
Morgan Stanley
New York
$181M -$15M -300,304 -8%
Macquarie Group
14
Macquarie Group
Australia
$157M +$8.01M +160,730 +5%
Goldman Sachs
15
Goldman Sachs
New York
$131M +$39M +783,177 +43%
RJA
16
Raymond James & Associates
Florida
$125M +$14.2M +284,964 +13%
MHI
17
Miller Howard Investments
New York
$99.3M +$24.5M +491,201 +33%
Ameriprise
18
Ameriprise
Minnesota
$98.5M +$22.3M +447,314 +30%
JHC
19
JFB Holdings Corp
Georgia
$98M +$1.26M +25,208 +1%
SCCM
20
Schafer Cullen Capital Management
New York
$91.8M -$4.21M -84,456 -4%
Northern Trust
21
Northern Trust
Illinois
$89.4M +$2.4M +48,195 +3%
UBS Group
22
UBS Group
Switzerland
$81.9M -$2.4M -48,087 -3%
OCM
23
Osterweis Capital Management
California
$79M +$41.4M +830,484 +114%
Two Sigma Investments
24
Two Sigma Investments
New York
$71.9M +$30.8M +617,939 +77%
Jane Street
25
Jane Street
New York
$71.4M -$15.1M -302,288 -18%

GSK Hedge Fund Activity: Q1 2016 in Review

726 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q1 2016, worth a combined $8.38B — down 3.9% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new GSK positions and 49 closed out — a net gain of 20 holders — while 274 added to existing stakes and 251 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.2M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $127M.

  • 726 institutional investors held GSK (GSK) as of Q1 2016, up from 718 in Q4 2015.
  • Funds reported $8.38B of GSK stock for Q1 2016, down 3.9% quarter-over-quarter.
  • 69 funds opened new GSK positions in Q1 2016 and 49 closed out, a net change of +20 holders.
  • The largest GSK buyer in Q1 2016 was Fidelity Investments, an estimated $89.2M added.
  • The largest GSK seller in Q1 2016 was Hotchkis & Wiley Capital Management, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2016.