Amgen
AMGN
1,154 hedge funds and large institutions have $69.9B invested in Amgen in 2013 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 412 increasing their positions, 439 reducing their positions, and 41 closing their positions.
251% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 41
9% more funds holding
Funds holding: 1,062 → 1,154 (+92)
2% more capital invested
Capital invested by funds: $68.3B → $69.9B (+$1.6B)
6% less repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 439
11% less funds holding in top 10
Funds holding in top 10: 57 → 51 (-6)
25% less call options, than puts
Call options by funds: $620M | Put options by funds: $822M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.12B |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$114M |
| 3 |
GE
General Electric
Evendale,
Ohio
|
+$109M |
| 4 |
ClearBridge Investments
New York
|
+$107M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$99.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$381M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$247M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$180M |
| 4 |
JP Morgan Chase
New York
|
-$174M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$139M |
AMGN Hedge Fund Activity: Q4 2013 in Review
1,154 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2013, worth a combined $69.9B — up 2.3% from $68.3B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new AMGN positions and 41 closed out — a net gain of 103 holders — while 412 added to existing stakes and 439 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.12B. The largest seller was Fidelity Investments, cutting an estimated $381M.
- 1,154 institutional investors held Amgen (AMGN) as of Q4 2013, up from 1,062 in Q3 2013.
- Funds reported $69.9B of Amgen stock for Q4 2013, up 2.3% quarter-over-quarter.
- 144 funds opened new Amgen positions in Q4 2013 and 41 closed out, a net change of +103 holders.
- The largest Amgen buyer in Q4 2013 was Capital Research Global Investors, an estimated $1.12B added.
- The largest Amgen seller in Q4 2013 was Fidelity Investments, an estimated $381M sold.
Based on aggregated 13F filings for Q4 2013.