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1,185 hedge funds and large institutions have $72.6B invested in Amgen in 2014 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 448 increasing their positions, 457 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 75

8% more call options, than puts

Call options by funds: $702M | Put options by funds: $653M

0% more funds holding

Funds holding: 1,1801,185 (+5)

2% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 457

4% less capital invested

Capital invested by funds: $75.7B → $72.6B (-$3.15B)

24% less funds holding in top 10

Funds holding in top 10: 6852 (-16)

Holders
1,185
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
34.06%
Holding in Top 10
52
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-23.53%
% of All Funds
1.49%
New
88
Increased
448
Reduced
457
Closed
75
Calls
$702M
Puts
$653M
Net Calls
+$49.7M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAMU
226
Rothschild & Co Asset Management US
Connecticut
$20.1M +$753K +6,505 +4%
CIA
227
CCM Investment Advisers
South Carolina
$20M +$250K +2,158 +1%
WBC
228
Westpac Banking Corp
Australia
$20M +$1.53M +13,235 +9%
STC
229
SEI Trust Company
Pennsylvania
$20M -$15.9M -137,189 -45%
SCM
230
Summit Capital Management
Washington
$19.9M +$231K +1,995 +1%
BTS
231
BB&T Securities
Virginia
$19.8M +$876K +7,566 +83%
Natixis Advisors
232
Natixis Advisors
Massachusetts
$19.7M +$151K +1,308 +0.8%
RG
233
Redmile Group
California
$19.3M +$18.9M +163,254 New
N
234
Natixis
France
$19.3M -$7.39M -63,844 -28%
Stifel Financial
235
Stifel Financial
Missouri
$19.1M -$3.27M -28,248 -15%
OTPPB
236
Ontario Teachers' Pension Plan Board
Ontario, Canada
$19M +$4.85M +41,934 +35%
Zurich Cantonal Bank
237
Zurich Cantonal Bank
Switzerland
$18.7M -$3.38M -29,207 -16%
QBFM
238
QS Batterymarch Financial Management
New York
$18.5M -$3.96M -34,248 -18%
WSFS
239
Wilmington Savings Fund Society
Delaware
$18.3M -$285K -2,465 -2%
ARTA
240
A.R.T. Advisors
New York
$18M +$6.94M +59,995 +65%
GH
241
GAM Holding
Switzerland
$17.8M -$1.53M -13,183 -8%
KWILP
242
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.5M +$17.1M +147,882 New
AIA
243
Affinity Investment Advisors
California
$17M +$1.75M +15,157 +12%
AAMU
244
Amundi Asset Management US
Massachusetts
$16.9M -$74.1M -640,190 -82%
HCM
245
Highbridge Capital Management
New York
$16.8M +$16.5M +142,122 New
GA
246
Geneva Advisors
Illinois
$16.7M -$7.51M -64,899 -32%
Connor, Clark & Lunn Investment Management (CC&L)
247
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.4M +$15.1M +130,200 New
COPPSERS
248
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.4M -$695K -6,001 -4%
SRC
249
Shufro Rose & Co
New York
$16.3M -$366K -3,160 -2%
MSA
250
Mason Street Advisors
Wisconsin
$16.2M -$9.81M -84,730 -38%

AMGN Hedge Fund Activity: Q2 2014 in Review

1,185 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2014, worth a combined $72.6B — down 4.2% from $75.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMGN positions and 75 closed out — a net gain of 13 holders — while 448 added to existing stakes and 457 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.18B. The largest seller was Fidelity Investments, cutting an estimated $1.47B.

  • 1,185 institutional investors held Amgen (AMGN) as of Q2 2014, up from 1,180 in Q1 2014.
  • Funds reported $72.6B of Amgen stock for Q2 2014, down 4.2% quarter-over-quarter.
  • 88 funds opened new Amgen positions in Q2 2014 and 75 closed out, a net change of +13 holders.
  • The largest Amgen buyer in Q2 2014 was Capital Research Global Investors, an estimated $1.18B added.
  • The largest Amgen seller in Q2 2014 was Fidelity Investments, an estimated $1.47B sold.

Based on aggregated 13F filings for Q2 2014.