We are live on ! Find out more

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
LTFS
426
Ladenburg Thalmann Financial Services
Florida
$4.61M +$77.5K +639 +2%
FAT
427
First American Trust
California
$4.58M +$953K +7,855 +27%
BFM
428
Boston Financial Management
Massachusetts
$4.58M +$326K +2,685 +8%
IIM
429
Ipswich Investment Management
Massachusetts
$4.57M -$29.5K -243 -0.7%
BFA
430
Bragg Financial Advisors
North Carolina
$4.56M -$133K -1,095 -3%
CCFCSB
431
Cape Cod Five Cents Savings Bank
Massachusetts
$4.51M +$135K +1,115 +3%
APFBOT
432
Amica Pension Fund Board of Trustees
Rhode Island
$4.49M
MA
433
Marshwinds Advisory
Georgia
$4.47M -$5.94K -49 -0.1%
YIA
434
YHB Investment Advisors
Connecticut
$4.46M +$140K +1,151 +3%
JA
435
JLB & Associates
Michigan
$4.44M +$245K +2,017 +6%
RJA
436
Robshaw & Julian Associates
New York
$4.43M +$75.8K +625 +2%
RS
437
Robeco Schweiz
Switzerland
$4.41M
EAM
438
EULAV Asset Management
Florida
$4.4M
FCM
439
Frontier Capital Management
Massachusetts
$4.37M +$163K +1,342 +4%
Thrivent Financial for Lutherans
440
Thrivent Financial for Lutherans
Minnesota
$4.37M +$164K +1,350 +4%
SC
441
Scotia Capital
Ontario, Canada
$4.37M +$672K +5,537 +19%
PAM
442
Paradigm Asset Management
New York
$4.35M +$873K +7,200 +26%
Cambridge Investment Research Advisors
443
Cambridge Investment Research Advisors
Iowa
$4.35M +$123K +1,017 +3%
UB
444
UMB Bank
Missouri
$4.34M +$2.34M +19,278 +121%
SCM
445
Stux Capital Management
New York
$4.33M -$230K -1,900 -5%
SIG
446
Schooner Investment Group
Pennsylvania
$4.32M +$303K +2,500 +8%
TCT
447
TIAA CREF Trust
Missouri
$4.27M +$96.7K +797 +2%
V
448
Veritable
Delaware
$4.24M +$355K +2,924 +9%
AP
449
Atwood & Palmer
Missouri
$4.22M +$44.4K +366 +1%
PCM
450
Palouse Capital Management
Washington
$4.21M -$85.5K -705 -2%

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.