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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
LBC
401
Lowe Brockenbrough & Co
Virginia
$5.78M +$280K +2,422 +5%
DCMM
402
DG Capital Management (Massachusetts)
Massachusetts
$5.76M -$2.38M -20,580 -30%
PPCM
403
Pillar Pacific Capital Management
California
$5.75M +$204K +1,765 +4%
TMAM
404
Tokio Marine Asset Management
Japan
$5.72M -$166K -1,430 -3%
BSPF
405
British Steel Pension Fund
United Kingdom
$5.71M
DCC
406
Dow Chemical Company
Michigan
$5.62M +$1.56M +13,500 +40%
PRCM
407
Pine River Capital Management
Minnesota
$5.51M +$5.39M +46,565 New
LCP
408
LGT Capital Partners
Switzerland
$5.51M +$5.39M +46,570 New
RAM
409
Roanoke Asset Management
New Jersey
$5.46M +$561K +4,850 +12%
SLI
410
Sumitomo Life Insurance
Japan
$5.45M -$753K -6,504 -12%
SIM
411
Sentry Investment Management
Wisconsin
$5.45M +$289K +2,494 +6%
BUB
412
BBVA USA Bancshares
Texas
$5.4M +$97.2K +840 +2%
AF
413
Ally Financial
Michigan
$5.33M +$2.66M +23,000 +105%
SCM
414
Sarissa Capital Management
Connecticut
$5.33M +$5.21M +45,000 New
SCM
415
Symons Capital Management
Pennsylvania
$5.32M -$9.43M -81,430 -64%
SC
416
SouthState Corp
Florida
$5.32M +$148K +1,281 +3%
DADC
417
D.A. Davidson & Co
Montana
$5.24M +$575K +4,968 +13%
RS
418
Robeco Schweiz
Switzerland
$5.22M +$868K +7,500 +21%
PI
419
PineBridge Investments
New York
$5.21M -$19.1M -164,735 -79%
PGFC
420
Peapack-Gladstone Financial Corp
New Jersey
$5.2M +$751K +6,484 +17%
GIM
421
Groesbeck Investment Management
New Jersey
$5.18M -$91.2K -788 -2%
SIG
422
Schooner Investment Group
Pennsylvania
$5.17M +$926K +8,000 +23%
TC
423
Taylor Cottrill
New Hampshire
$5.12M +$229K +1,975 +5%
Creative Planning
424
Creative Planning
Kansas
$5.07M -$4.16M -35,894 -46%
FVCM
425
F&V Capital Management
Florida
$5.01M +$292K +2,520 +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.