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1,182 hedge funds and large institutions have $75.7B invested in Amgen in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 434 increasing their positions, 459 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 58

31% more funds holding in top 10

Funds holding in top 10: 5268 (+16)

10% more call options, than puts

Call options by funds: $718M | Put options by funds: $650M

8% more capital invested

Capital invested by funds: $69.9B → $75.7B (+$5.87B)

2% more funds holding

Funds holding: 1,1551,182 (+27)

5% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 459

Holders
1,182
Holders Change
+27
Holders Change %
+2.34%
% of All Funds
34.12%
Holding in Top 10
68
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+30.77%
% of All Funds
1.96%
New
100
Increased
434
Reduced
459
Closed
58
Calls
$718M
Puts
$650M
Net Calls
+$68.2M
Net Calls Change
+$270M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
326
Mastrapasqua Asset Management
Tennessee
$9.26M +$700K +5,775 +8%
LPL Financial
327
LPL Financial
California
$9.25M -$1.11M -9,146 -11%
CB
328
Commerce Bank
Missouri
$9.22M +$26.8K +221 +0.3%
LT
329
LJ Trust
Nevada
$9.2M
PWLP
330
Prio Wealth Limited Partnership
Massachusetts
$9.14M -$43.7K -360 -0.5%
PRA
331
Parametric Risk Advisors
Connecticut
$9.09M -$721K -5,944 -7%
SIC
332
Schwartz Investment Counsel
Michigan
$9.08M
B
333
Barings
North Carolina
$8.75M +$554K +4,570 +7%
Mackenzie Financial
334
Mackenzie Financial
Ontario, Canada
$8.69M +$1.22M +10,021 +17%
Commonwealth Equity Services
335
Commonwealth Equity Services
Massachusetts
$8.64M +$411K +3,385 +5%
SFM
336
Sphera Funds Management
Israel
$8.63M
EAM
337
Eagle Asset Management
Florida
$8.63M -$106K -876 -1%
DCMM
338
DG Capital Management (Massachusetts)
Massachusetts
$8.54M +$2.12M +17,450 +34%
MME
339
Meag Munich Ergo
Germany
$8.34M -$1.04M -8,545 -11%
BT
340
Beacon Trust
New Jersey
$8.32M +$2.53M +20,840 +45%
SAM
341
Securian Asset Management
Minnesota
$8.28M +$16.5K +136 +0.2%
DC
342
Deere & Company
Illinois
$8.12M -$1.43M -11,752 -15%
JGUA
343
John G. Ullman & Associates
New York
$8.08M -$408K -3,368 -5%
CFB
344
Cullen/Frost Bankers
Texas
$8.07M -$79.2K -653 -1%
TU
345
TDAM USA
Ontario, Canada
$7.95M +$38.7K +319 +0.5%
WIM
346
Waverton Investment Management
United Kingdom
$7.95M +$133K +1,100 +2%
PL
347
Perpetual Ltd
Australia
$7.88M -$279K -2,300 -3%
AMI
348
Amica Mutual Insurance
Rhode Island
$7.86M
CAI
349
Capital Advisors Inc
Oklahoma
$7.76M +$12.7K +105 +0.2%
KRS
350
Kentucky Retirement Systems
Kentucky
$7.72M +$39.1K +322 +0.5%

AMGN Hedge Fund Activity: Q1 2014 in Review

1,182 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2014, worth a combined $75.7B — up 8.4% from $69.9B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AMGN positions and 58 closed out — a net gain of 42 holders — while 434 added to existing stakes and 459 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $668M. The largest seller was Primecap Management, cutting an estimated $406M.

  • 1,182 institutional investors held Amgen (AMGN) as of Q1 2014, up from 1,155 in Q4 2013.
  • Funds reported $75.7B of Amgen stock for Q1 2014, up 8.4% quarter-over-quarter.
  • 100 funds opened new Amgen positions in Q1 2014 and 58 closed out, a net change of +42 holders.
  • The largest Amgen buyer in Q1 2014 was Longview Partners, an estimated $668M added.
  • The largest Amgen seller in Q1 2014 was Primecap Management, an estimated $406M sold.

Based on aggregated 13F filings for Q1 2014.