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
Cohen & Steers
376
Cohen & Steers
New York
$6.66M +$1.03M +8,900 +19%
UB
377
UMB Bank
Missouri
$6.66M +$2.44M +21,090 +60%
AC
378
AFAM Capital
Texas
$6.65M +$6.51M +56,216 New
HighTower Advisors
379
HighTower Advisors
Illinois
$6.6M +$80.6K +696 +1%
CSIC
380
Clifford Swan Investment Counsel
California
$6.35M +$145K +1,250 +2%
CHA
381
Cedar Hill Associates
Illinois
$6.34M +$465K +4,020 +8%
EAM
382
Eagle Asset Management
Florida
$6.32M -$1.92M -16,579 -24%
AL
383
AJO LP
Pennsylvania
$6.31M -$212M -1,835,692 -97%
ST
384
Spot Trading
Illinois
$6.29M -$4.9M -42,342 -44%
ACP
385
Ashfield Capital Partners
California
$6.27M -$233K -2,012 -4%
CCMG
386
Clark Capital Management Group
Pennsylvania
$6.21M -$398K -3,436 -6%
AAM
387
Advisors Asset Management
Colorado
$6.16M +$539K +4,657 +10%
SGK
388
Steigerwald Gordon & Koch
Virginia
$6.09M +$279K +2,406 +5%
HFS
389
HL Financial Services
Kentucky
$6.05M -$276K -2,380 -4%
BB
390
Busey Bank
Illinois
$6.01M +$218K +1,884 +4%
PWM
391
Perigon Wealth Management
California
$6.01M +$5.65M +48,850 +2,582%
Janney Montgomery Scott
392
Janney Montgomery Scott
Pennsylvania
$5.98M +$1.13M +9,745 +24%
MIM
393
Marco Investment Management
Georgia
$5.94M -$8.68K -75 -0.1%
HSA
394
Hussman Strategic Advisors
Maryland
$5.92M -$11.6M -100,000 -67%
WI
395
WBI Investments
New Jersey
$5.91M +$386K +3,334 +7%
RFC
396
Regions Financial Corp
Alabama
$5.9M -$121K -1,044 -2%
IHL
397
Investment House LLC
California
$5.89M +$102K +885 +2%
SM
398
Sabby Management
Florida
$5.88M +$856K +7,392 +17%
DCM
399
Decatur Capital Management
Georgia
$5.83M -$57.9K -500 -1%
MC
400
MRJ Capital
New York
$5.78M +$92.6K +800 +2%

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.