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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
SM
401
Sabby Management
Florida
$5.22M +$5.13M +42,311 New
CTC
402
Central Trust Company
Missouri
$5.18M -$2.67K -22 -0.1%
VST
403
Van Strum & Towne
California
$5.11M -$3.03K -25 -0.1%
TC
404
Taylor Cottrill
New Hampshire
$5.09M -$57.6K -475 -1%
RAM
405
Roanoke Asset Management
New Jersey
$5.09M +$12.1K +100 +0.2%
LMGAM
406
Liberty Mutual Group Asset Management
Massachusetts
$5.09M +$254K +2,092 +5%
GIM
407
Gyrus Investment Management
Ontario, Canada
$5.08M +$4.52M +37,300 New
AA
408
AlphaMark Advisors
Kentucky
$5.04M -$45.5K -375 -0.9%
FBB
409
Fulton Breakefield Broenniman
Maryland
$5.03M +$77.9K +642 +2%
Janney Montgomery Scott
410
Janney Montgomery Scott
Pennsylvania
$5.03M +$502K +4,141 +11%
ELC
411
Edgar Lomax Company
Virginia
$4.94M -$2.92M -24,050 -38%
SLF
412
Sun Life Financial
Ontario, Canada
$4.93M -$2.98M -24,570 -38%
FVCM
413
F&V Capital Management
Florida
$4.91M -$329K -2,715 -6%
TCCM
414
Timber Creek Capital Management
Massachusetts
$4.87M +$36.4K +300 +0.8%
ACM
415
Argyle Capital Management
Pennsylvania
$4.87M -$97K -800 -2%
RIL
416
Rothschild Investment LLC
Illinois
$4.85M +$48.5K +400 +1%
DADC
417
D.A. Davidson & Co
Montana
$4.85M -$467K -3,852 -9%
Parallax Volatility Advisers
418
Parallax Volatility Advisers
California
$4.81M +$4.73M +38,990 New
NLI
419
Nippon Life Insurance
Japan
$4.8M -$285K -2,354 -6%
TAM
420
Tocqueville Asset Management
New York
$4.79M -$404K -3,329 -8%
AIC
421
Argus Investors Counsel
New York
$4.78M -$97K -800 -2%
FM
422
Foster & Motley
Ohio
$4.67M +$712K +5,867 +18%
RBA
423
Richard Bernstein Advisors
New York
$4.67M +$2.62M +21,596 +133%
HIC
424
Hartline Investment Corp
Illinois
$4.62M
PGFC
425
Peapack-Gladstone Financial Corp
New Jersey
$4.61M +$111K +915 +3%

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.