We are live on ! Find out more

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
Commonwealth Equity Services
326
Commonwealth Equity Services
Massachusetts
$9.01M +$698K +6,033 +9%
AI
327
Analytic Investors
California
$8.97M -$1.37M -11,877 -14%
NB
328
Norinchukin Bank
Japan
$8.95M -$911K -7,867 -9%
BF
329
BOK Financial
Oklahoma
$8.89M -$2.37M -20,439 -21%
BAM
330
Berkshire Asset Management
Pennsylvania
$8.85M +$8.65M +74,766 New
LT
331
LJ Trust
Nevada
$8.82M
CNB
332
City National Bank
California
$8.78M +$3.44M +29,755 +67%
SIC
333
Schwartz Investment Counsel
Michigan
$8.71M
CB
334
Commerce Bank
Missouri
$8.56M -$288K -2,492 -3%
Marshall Wace
335
Marshall Wace
United Kingdom
$8.52M +$8.33M +71,966 New
PRA
336
Parametric Risk Advisors
Connecticut
$8.49M -$232K -2,000 -3%
HAIM
337
Hunter Associates Investment Management
Pennsylvania
$8.48M -$741K -6,400 -8%
PP
338
PDT Partners
New York
$8.47M +$7.78M +67,195 +1,538%
ZIM
339
Zacks Investment Management
Illinois
$8.45M -$2.36M -20,403 -22%
PWLP
340
Prio Wealth Limited Partnership
Massachusetts
$8.44M -$324K -2,800 -4%
Federated Hermes
341
Federated Hermes
Pennsylvania
$8.15M -$4.84M -41,780 -38%
WTNA
342
Wilmington Trust National Association
Delaware
$8.14M +$1.2M +10,386 +18%
BWP
343
Baldwin Wealth Partners
Massachusetts
$8.12M -$1.85M -16,007 -19%
SAM
344
Securian Asset Management
Minnesota
$7.97M +$21.5K +186 +0.3%
AL
345
Airain Ltd
Guernsey
$7.89M +$5.91M +51,090 +329%
SM
346
Stratton Management
Pennsylvania
$7.87M +$1.94M +16,769 +34%
B
347
Barings
North Carolina
$7.77M -$617K -5,330 -8%
CFB
348
Cullen/Frost Bankers
Texas
$7.74M -$11.8K -102 -0.2%
MLL
349
Moody Lynn & Lieberson
Massachusetts
$7.63M +$901K +7,780 +14%
SC
350
Sculptor Capital
New York
$7.62M +$7.45M +64,350 New

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.