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1,155 hedge funds and large institutions have $69.9B invested in Amgen in 2013 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 412 increasing their positions, 439 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 41

9% more funds holding

Funds holding: 1,0621,155 (+93)

2% more capital invested

Capital invested by funds: $68.3B → $69.9B (+$1.6B)

6% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 439

9% less funds holding in top 10

Funds holding in top 10: 5752 (-5)

25% less call options, than puts

Call options by funds: $620M | Put options by funds: $822M

Holders
1,155
Holders Change
+93
Holders Change %
+8.76%
% of All Funds
33.51%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
1.51%
New
145
Increased
412
Reduced
439
Closed
41
Calls
$620M
Puts
$822M
Net Calls
-$202M
Net Calls Change
-$46.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
401
Sentry Investment Management
Wisconsin
$4.97M -$262K -2,300 -5%
DADC
402
D.A. Davidson & Co
Montana
$4.92M +$395K +3,472 +9%
FVCM
403
F&V Capital Management
Florida
$4.86M +$129K +1,135 +3%
LMF
404
LMR Master Fund
Cayman Islands
$4.85M +$4.83M +42,487 New
TAM
405
Tocqueville Asset Management
New York
$4.81M +$956K +8,404 +25%
CTC
406
Central Trust Company
Missouri
$4.79M -$13.1K -115 -0.3%
WI
407
WBI Investments
New Jersey
$4.79M +$4.78M +41,990 New
TC
408
Taylor Cottrill
New Hampshire
$4.77M +$28.4K +250 +0.6%
VST
409
Van Strum & Towne
California
$4.73M -$35.3K -310 -0.7%
NLI
410
Nippon Life Insurance
Japan
$4.72M -$125K -1,102 -3%
AA
411
AlphaMark Advisors
Kentucky
$4.71M -$221K -1,942 -4%
RAM
412
Roanoke Asset Management
New Jersey
$4.7M +$569 +5 +0%
ACM
413
Argyle Capital Management
Pennsylvania
$4.59M
FBB
414
Fulton Breakefield Broenniman
Maryland
$4.58M -$260K -2,289 -5%
Two Sigma Advisers
415
Two Sigma Advisers
New York
$4.57M +$4.56M +40,065 New
Walleye Trading
416
Walleye Trading
New York
$4.56M +$979K +8,605 +27%
Cohen & Steers
417
Cohen & Steers
New York
$4.54M +$1.76M +15,500 +64%
AIC
418
Argus Investors Counsel
New York
$4.51M
TCCM
419
Timber Creek Capital Management
Massachusetts
$4.47M -$111K -975 -2%
LMGAM
420
Liberty Mutual Group Asset Management
Massachusetts
$4.47M -$721K -6,334 -14%
AAM
421
Advisors Asset Management
Colorado
$4.46M +$578K +5,085 +15%
RIL
422
Rothschild Investment LLC
Illinois
$4.44M +$14.2K +125 +0.3%
PI
423
Placemark Investments
Illinois
$4.36M +$1.2M +10,526 +38%
BFA
424
Bragg Financial Advisors
North Carolina
$4.34M -$24.3K -214 -0.6%
HIC
425
Hartline Investment Corp
Illinois
$4.27M +$25.9K +228 +0.6%

AMGN Hedge Fund Activity: Q4 2013 in Review

1,155 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2013, worth a combined $69.9B — up 2.3% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new AMGN positions and 41 closed out — a net gain of 104 holders — while 412 added to existing stakes and 439 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.12B. The largest seller was Fidelity Investments, cutting an estimated $381M.

  • 1,155 institutional investors held Amgen (AMGN) as of Q4 2013, up from 1,062 in Q3 2013.
  • Funds reported $69.9B of Amgen stock for Q4 2013, up 2.3% quarter-over-quarter.
  • 145 funds opened new Amgen positions in Q4 2013 and 41 closed out, a net change of +104 holders.
  • The largest Amgen buyer in Q4 2013 was Capital Research Global Investors, an estimated $1.12B added.
  • The largest Amgen seller in Q4 2013 was Fidelity Investments, an estimated $381M sold.

Based on aggregated 13F filings for Q4 2013.