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1,062 hedge funds and large institutions have $68.3B invested in Amgen in 2013 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 430 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 52

19% more funds holding in top 10

Funds holding in top 10: 4857 (+9)

14% more capital invested

Capital invested by funds: $59.9B → $68.3B (+$8.37B)

3% more funds holding

Funds holding: 1,0321,062 (+30)

13% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 430

17% less call options, than puts

Call options by funds: $780M | Put options by funds: $936M

Holders
1,062
Holders Change
+30
Holders Change %
+2.91%
% of All Funds
34.42%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.85%
New
95
Increased
372
Reduced
430
Closed
52
Calls
$780M
Puts
$936M
Net Calls
-$156M
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$10.2M -$455K -4,195 -4%
DIA
302
Denver Investment Advisors
Colorado
$10.2M -$473K -4,365 -5%
PCM
303
Pennant Capital Management
New Jersey
$10.1M -$7.05M -65,000 -42%
SCM
304
Stevens Capital Management
Pennsylvania
$9.98M -$6.31M -58,211 -40%
PA
305
Pinnacle Associates
New York
$9.88M -$231K -2,126 -2%
FCM
306
Farallon Capital Management
California
$9.85M +$9.54M +88,000 New
HighTower Advisors
307
HighTower Advisors
Illinois
$9.76M +$1.74M +16,092 +23%
QI
308
Qualcomm Inc
California
$9.57M
SGAM
309
Smith Group Asset Management
Texas
$9.54M
JCM
310
Jag Capital Management
Missouri
$9.52M -$64.8K -598 -0.7%
TAM
311
Trillium Asset Management
Massachusetts
$9.46M -$4.07M -37,522 -31%
SLF
312
Sun Life Financial
Ontario, Canada
$9.31M -$539K -4,967 -6%
HAIM
313
Hunter Associates Investment Management
Pennsylvania
$9.3M -$1.27M -11,693 -12%
MAM
314
Mastrapasqua Asset Management
Tennessee
$9.19M -$86.7K -800 -1%
FGA
315
Flood Gamble Associates
New York
$9.17M +$86.7K +800 +1%
NLGIA
316
Nippon Life Global Investors Americas
New York
$9.08M +$7.33M +67,620 +502%
BWP
317
Baldwin Wealth Partners
Massachusetts
$9.02M -$6.94K -64 -0.1%
PSUF
318
People's United Financial
Connecticut
$8.93M +$1.79M +16,530 +26%
AAM
319
Aberdeen Asset Management
United Kingdom
$8.89M -$618K -5,700 -7%
MOACM
320
Mutual of America Capital Management
New York
$8.86M +$286K +2,636 +3%
LPL Financial
321
LPL Financial
California
$8.81M +$368K +3,393 +4%
HNB
322
Huntington National Bank
Ohio
$8.69M +$328K +3,027 +4%
DC
323
Deere & Company
Illinois
$8.64M -$182K -1,677 -2%
CB
324
Commerce Bank
Missouri
$8.61M +$759 +7 +0%
QAM
325
QCI Asset Management
New York
$8.57M +$153K +1,411 +2%

AMGN Hedge Fund Activity: Q3 2013 in Review

1,062 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2013, worth a combined $68.3B — up 14% from $59.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AMGN positions and 52 closed out — a net gain of 43 holders — while 372 added to existing stakes and 430 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $261M.

  • 1,062 institutional investors held Amgen (AMGN) as of Q3 2013, up from 1,032 in Q2 2013.
  • Funds reported $68.3B of Amgen stock for Q3 2013, up 14% quarter-over-quarter.
  • 95 funds opened new Amgen positions in Q3 2013 and 52 closed out, a net change of +43 holders.
  • The largest Amgen buyer in Q3 2013 was Adage Capital Partners, an estimated $176M added.
  • The largest Amgen seller in Q3 2013 was Fidelity Investments, an estimated $261M sold.

Based on aggregated 13F filings for Q3 2013.