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1,366 hedge funds and large institutions have $93B invested in Amgen in 2015 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 566 increasing their positions, 453 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 58

25% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 453

2% more funds holding

Funds holding: 1,3441,366 (+22)

5% less capital invested

Capital invested by funds: $98.1B → $93B (-$5.09B)

12% less funds holding in top 10

Funds holding in top 10: 9785 (-12)

30% less call options, than puts

Call options by funds: $926M | Put options by funds: $1.33B

Holders
1,366
Holders Change
+22
Holders Change %
+1.64%
% of All Funds
36.81%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
2.29%
New
94
Increased
566
Reduced
453
Closed
58
Calls
$926M
Puts
$1.33B
Net Calls
-$400M
Net Calls Change
-$534M
Name Holding Trade Value Shares
Change
Change in
Stake
GE
26
General Electric
Ohio
$531M -$16.5M -102,705 -3%
Goldman Sachs
27
Goldman Sachs
New York
$516M +$18.8M +117,208 +4%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$498M +$230M +1,437,850 +80%
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$479M
Charles Schwab
30
Charles Schwab
California
$478M +$10.5M +65,245 +2%
Legal & General Group
31
Legal & General Group
United Kingdom
$466M +$4.92M +30,735 +1%
LSV Asset Management
32
LSV Asset Management
Illinois
$460M +$18.7M +116,860 +4%
Bank of America
33
Bank of America
North Carolina
$444M +$18.9M +117,779 +4%
O
34
OrbiMed
New York
$442M -$26.9M -168,000 -6%
Allianz Asset Management
35
Allianz Asset Management
Germany
$423M +$3.48M +21,749 +0.8%
Capital International Investors
36
Capital International Investors
California
$411M
BA
37
BlackRock Advisors
Delaware
$404M -$120M -747,655 -22%
Axa
38
Axa
France
$402M -$9.95M -62,099 -2%
AQR Capital Management
39
AQR Capital Management
Connecticut
$394M +$120M +751,701 +41%
PP
40
Prudential plc
United Kingdom
$384M +$9.77M +60,990 +2%
Wells Fargo
41
Wells Fargo
California
$379M +$46M +286,953 +13%
BIM
42
BlackRock Investment Management
Delaware
$377M +$15.5M +96,933 +4%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$360M +$1.32M +8,260 +0.4%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$353M +$60.8M +379,422 +20%
JP Morgan Chase
45
JP Morgan Chase
New York
$347M -$97.2M -607,055 -21%
BlackRock
46
BlackRock
New York
$346M -$24.1M -150,439 -6%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$346M -$17.4M -108,829 -5%
AIM
48
abrdn Investment Management
United Kingdom
$340M -$73.1M -456,611 -17%
CS
49
Credit Suisse
Switzerland
$335M +$34.5M +215,258 +11%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$325M +$40.9M +255,245 +14%

AMGN Hedge Fund Activity: Q2 2015 in Review

1,366 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2015, worth a combined $93B — down 5.2% from $98.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMGN positions and 58 closed out — a net gain of 36 holders — while 566 added to existing stakes and 453 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $230M. The largest seller was Fidelity Investments, cutting an estimated $808M.

  • 1,366 institutional investors held Amgen (AMGN) as of Q2 2015, up from 1,344 in Q1 2015.
  • Funds reported $93B of Amgen stock for Q2 2015, down 5.2% quarter-over-quarter.
  • 94 funds opened new Amgen positions in Q2 2015 and 58 closed out, a net change of +36 holders.
  • The largest Amgen buyer in Q2 2015 was Nordea Investment Management, an estimated $230M added.
  • The largest Amgen seller in Q2 2015 was Fidelity Investments, an estimated $808M sold.

Based on aggregated 13F filings for Q2 2015.