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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
Morgan Stanley
26
Morgan Stanley
New York
$461M +$13.4M +110,471 +3%
Deutsche Bank
27
Deutsche Bank
Germany
$459M -$22.9M -189,090 -5%
GE
28
General Electric
Ohio
$453M +$62M +511,033 +16%
WRF
29
Waddell & Reed Financial
Kansas
$416M +$123M +1,013,875 +43%
Legal & General Group
30
Legal & General Group
United Kingdom
$408M -$7.13M -58,790 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$406M +$20.3M +167,503 +5%
State Farm Mutual Automobile Insurance
32
State Farm Mutual Automobile Insurance
Illinois
$385M +$2.75M +22,700 +0.7%
Goldman Sachs
33
Goldman Sachs
New York
$375M -$51.2M -421,965 -12%
JP Morgan Chase
34
JP Morgan Chase
New York
$369M +$59.8M +493,257 +20%
Axa
35
Axa
France
$352M +$11.6M +95,342 +3%
Capital International Investors
36
Capital International Investors
California
$349M -$19M -156,800 -5%
Bank of America
37
Bank of America
North Carolina
$346M -$1.13M -9,277 -0.3%
Lazard Asset Management
38
Lazard Asset Management
New York
$328M -$32.2M -265,126 -9%
AIM
39
abrdn Investment Management
United Kingdom
$321M +$39.5M +325,808 +14%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$320M +$32.5M +268,182 +12%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$305M -$1.69M -13,900 -0.6%
Charles Schwab
42
Charles Schwab
California
$301M +$9.4M +77,496 +3%
Allianz Asset Management
43
Allianz Asset Management
Germany
$299M +$32.9M +271,037 +13%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$298M -$25.4M -209,230 -8%
SP
45
Sarasin & Partners
United Kingdom
$289M +$12.1M +100,056 +4%
BlackRock
46
BlackRock
New York
$286M -$14M -115,480 -5%
O
47
OrbiMed
New York
$286M -$24.2M -199,400 -8%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$282M +$10.5M +86,650 +4%
Wells Fargo
49
Wells Fargo
California
$282M +$21.9M +180,940 +9%
O
50
OppenheimerFunds
New York
$274M +$1.07M +8,820 +0.4%

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.