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787 hedge funds and large institutions have $11.1B invested in GSK in 2018 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 224 increasing their positions, 309 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $145M | Put options by funds: $80.5M

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

1% more funds holding

Funds holding: 778787 (+9)

3% more capital invested

Capital invested by funds: $10.8B → $11.1B (+$277M)

0.02% less ownership

Funds ownership: 4.45%4.43% (-0.02%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

28% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 309

Holders
787
Holders Change
+9
Holders Change %
+1.16%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.32%
New
66
Increased
224
Reduced
309
Closed
51
Calls
$145M
Puts
$80.5M
Net Calls
+$64.7M
Net Calls Change
+$99.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.94B -$15.9M -314,904 -0.8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$845M -$13.2M -261,321 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$756M -$8.76M -173,918 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$672M +$8.68M +172,419 +1%
Fisher Asset Management
5
Fisher Asset Management
Washington
$557M +$15.9M +316,623 +3%
State Street
6
State Street
Massachusetts
$403M -$4.51M -89,597 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$376M +$49M +973,280 +15%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$337M -$6.95M -138,062 -2%
Bank of America
9
Bank of America
North Carolina
$310M -$1.32M -26,220 -0.4%
Wells Fargo
10
Wells Fargo
California
$274M -$7.09M -140,698 -3%
BCIM
11
Black Creek Investment Management
Ontario, Canada
$257M +$10.5M +207,938 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$246M +$15.9M +315,141 +7%
Federated Hermes
13
Federated Hermes
Pennsylvania
$176M +$2.98M +59,185 +2%
RJA
14
Raymond James & Associates
Florida
$169M -$5.6M -111,229 -3%
Morgan Stanley
15
Morgan Stanley
New York
$146M +$23.9M +473,618 +20%
EIC
16
Equity Investment Corp
Georgia
$125M -$3.85M -76,354 -3%
Goldman Sachs
17
Goldman Sachs
New York
$119M -$4.27M -84,819 -3%
Northern Trust
18
Northern Trust
Illinois
$116M -$13.5M -267,949 -10%
PPA
19
Parametric Portfolio Associates
Washington
$98.5M +$8.1M +160,912 +9%
Macquarie Group
20
Macquarie Group
Australia
$97.9M -$935K -18,561 -0.9%
BIP
21
Brandes Investment Partners
California
$94.5M -$1.8M -35,791 -2%
NIMC
22
NWQ Investment Management Company
California
$86.7M -$23.9M -474,763 -22%
Deutsche Bank
23
Deutsche Bank
Germany
$81.5M +$73.1M +1,451,804 +877%
SCCM
24
Schafer Cullen Capital Management
New York
$70.7M -$4.71M -93,538 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$68.8M +$7.91M +157,040 +13%

GSK Hedge Fund Activity: Q2 2018 in Review

787 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q2 2018, worth a combined $11.1B — up 2.6% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new GSK positions and 51 closed out — a net gain of 15 holders — while 224 added to existing stakes and 309 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $73.1M. The largest seller was Camber Capital Management, exiting entirely with an estimated $58.6M sold.

  • 787 institutional investors held GSK (GSK) as of Q2 2018, up from 778 in Q1 2018.
  • Funds reported $11.1B of GSK stock for Q2 2018, up 2.6% quarter-over-quarter.
  • 66 funds opened new GSK positions in Q2 2018 and 51 closed out, a net change of +15 holders.
  • The largest GSK buyer in Q2 2018 was Deutsche Bank, an estimated $73.1M added.
  • The largest GSK seller in Q2 2018 was Camber Capital Management, an estimated $58.6M sold.

Based on aggregated 13F filings for Q2 2018.