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1,381 hedge funds and large institutions have $83.9B invested in Amgen in 2015 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 579 increasing their positions, 473 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 71

22% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 473

1% more funds holding

Funds holding: 1,3671,381 (+14)

5% more call options, than puts

Call options by funds: $965M | Put options by funds: $917M

5% less funds holding in top 10

Funds holding in top 10: 8682 (-4)

10% less capital invested

Capital invested by funds: $93B → $83.9B (-$9.1B)

Holders
1,381
Holders Change
+14
Holders Change %
+1.02%
% of All Funds
38.54%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
2.29%
New
94
Increased
579
Reduced
473
Closed
71
Calls
$965M
Puts
$917M
Net Calls
+$47.7M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
276
SVB Wealth
Massachusetts
$17.4M +$2.12M +13,468 +12%
AIA
277
Avalon Investment & Advisory
Texas
$17.3M +$699K +4,432 +4%
Baird Financial Group
278
Baird Financial Group
Wisconsin
$17.3M +$531K +3,368 +3%
RG
279
Rathbones Group
United Kingdom
$17.1M +$977K +6,195 +5%
OPERF
280
Oregon Public Employees Retirement Fund
Oregon
$17M -$460K -2,920 -2%
GLRA
281
Gerald L. Ray & Associates
Texas
$16.8M -$40.7K -258 -0.2%
Envestnet Asset Management
282
Envestnet Asset Management
Illinois
$16.7M +$3.93M +24,944 +26%
CAM
283
Capstone Asset Management
Texas
$16.6M +$5.34M +33,907 +39%
BAMS
284
Bellevue Asset Management (Switzerland)
Switzerland
$16.6M +$3.65M +23,134 +24%
HIMC
285
Heritage Investors Management Corp
Maryland
$16.3M +$1.73K +11 +0%
SRC
286
Shufro Rose & Co
New York
$16.2M -$414K -2,625 -2%
SFM
287
Systematic Financial Management
New Jersey
$16.1M -$2.68M -17,029 -13%
IGIM
288
I.G. Investment Management
Manitoba, Canada
$16M +$1.09M +6,902 +6%
EDRH
289
Edmond de Rothschild Holding
Switzerland
$15.6M +$220K +1,393 +1%
WSFS
290
Wilmington Savings Fund Society
Delaware
$15.5M -$3.3M -20,936 -16%
DILH
291
Dai-ichi Life Holdings
Japan
$15.5M +$1.23M +7,793 +7%
EDRAMF
292
Edmond de Rothschild Asset Management (France)
France
$15.4M +$236K +1,500 +1%
LI
293
LMCG Investments
Massachusetts
$15.4M -$1.83M -11,638 -9%
SLAM
294
Swiss Life Asset Management
$15.3M +$1.61M +10,241 +10%
BIM
295
BRC Investment Management
Colorado
$15.2M -$481K -3,051 -3%
AIA
296
Affinity Investment Advisors
California
$15.2M -$805K -5,109 -4%
JIM
297
Jupiter Investment Management
United Kingdom
$15.1M -$59.5M -377,607 -78%
HI
298
HBK Investments
Texas
$14.7M +$10.2M +64,897 +156%
B
299
Barings
North Carolina
$14.5M -$1.09M -6,930 -6%
KAM
300
Krensavage Asset Management
New York
$14.3M +$5.43M +34,450 +50%

AMGN Hedge Fund Activity: Q3 2015 in Review

1,381 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2015, worth a combined $83.9B — down 9.8% from $93B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMGN positions and 71 closed out — a net gain of 23 holders — while 579 added to existing stakes and 473 trimmed.

The largest buyer was Bank of America, adding an estimated $206M. The largest seller was Primecap Management, cutting an estimated $343M.

  • 1,381 institutional investors held Amgen (AMGN) as of Q3 2015, up from 1,367 in Q2 2015.
  • Funds reported $83.9B of Amgen stock for Q3 2015, down 9.8% quarter-over-quarter.
  • 94 funds opened new Amgen positions in Q3 2015 and 71 closed out, a net change of +23 holders.
  • The largest Amgen buyer in Q3 2015 was Bank of America, an estimated $206M added.
  • The largest Amgen seller in Q3 2015 was Primecap Management, an estimated $343M sold.

Based on aggregated 13F filings for Q3 2015.