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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
CAI
351
Capital Advisors Inc
Oklahoma
$7.61M +$155K +1,340 +2%
TU
352
TDAM USA
Ontario, Canada
$7.6M -$30.9K -267 -0.4%
TAM
353
Tocqueville Asset Management
New York
$7.59M +$2.93M +25,293 +65%
JGUA
354
John G. Ullman & Associates
New York
$7.56M -$194K -1,675 -3%
AMI
355
Amica Mutual Insurance
Rhode Island
$7.54M
RCM
356
Riverhead Capital Management
Delaware
$7.53M +$841K +7,269 +13%
OIMU
357
Orbis Investment Management (US)
California
$7.47M +$1.82M +15,728 +33%
FTIOP
358
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.45M -$4.13M -35,659 -36%
BT
359
Beacon Trust
New Jersey
$7.43M -$542K -4,681 -7%
PL
360
Perpetual Ltd
Australia
$7.43M -$134K -1,160 -2%
DnB Asset Management
361
DnB Asset Management
Norway
$7.35M +$7.18M +62,066 New
LOCB
362
Lombard Odier & Cie (Bahamas)
Bahamas
$7.32M -$57.9K -500 -0.8%
Mackenzie Financial
363
Mackenzie Financial
Ontario, Canada
$7.3M -$1.02M -8,851 -13%
DC
364
Deere & Company
Illinois
$7.22M -$560K -4,840 -7%
WAM
365
Wallington Asset Management
Indiana
$7.17M -$27.8K -240 -0.4%
GI
366
GAMCO Investors
Connecticut
$7.14M +$3.21M +27,770 +85%
MCM
367
MAI Capital Management
Ohio
$7.11M +$6.49M +56,022 +1,386%
PDN
368
Pensionfund DSM Netherlands
Netherlands
$7.1M
BPBT
369
Boston Private Bank & Trust
Massachusetts
$7.05M +$585K +5,054 +9%
HT
370
HAP Trading
New York
$7.05M +$5.5M +47,488 +393%
LSERS
371
Louisiana State Employees Retirement System
Louisiana
$7.03M -$46.3K -400 -0.7%
LPL Financial
372
LPL Financial
California
$6.94M -$1.9M -16,381 -22%
RC
373
RegentAtlantic Capital
New Jersey
$6.89M +$351K +3,029 +5%
BP
374
Banyan Partners
Florida
$6.84M +$891K +7,697 +15%
CC
375
Cornerstone Capital
California
$6.76M +$399K +3,450 +6%

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.