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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
SAM
501
Strategy Asset Managers
California
$3.02M +$2.97M +24,451 New
RHFI
502
Reilly Herbert Faulkner III
$3M +$42.3K +349 +1%
SCM
503
Shelton Capital Management
Colorado
$2.98M +$375K +3,093 +15%
CC
504
Courier Capital
New York
$2.96M -$37.7K -311 -1%
OPTFSNA
505
Old Point Trust & Financial Services N A
Virginia
$2.94M -$24.3K -200 -0.8%
GIA
506
Gargoyle Investment Advisor
New Jersey
$2.93M -$807K -6,655 -22%
BAAM
507
Baker Avenue Asset Management
California
$2.9M +$1.29M +10,630 +61%
DCM
508
Dupont Capital Management
Delaware
$2.89M -$456K -3,757 -14%
HTC
509
Haverford Trust Company
Pennsylvania
$2.89M -$34.4K -284 -1%
BFA
510
Beaumont Financial Advisors
Massachusetts
$2.84M -$142K -1,172 -5%
ECML
511
Eagle Capital Management (Louisiana)
Louisiana
$2.84M +$1.38M +11,367 +98%
GIM
512
Guardian Investment Management
California
$2.81M
PFG
513
Piershale Financial Group
Illinois
$2.79M -$669K -5,520 -20%
ST
514
Semper Trust
Pennsylvania
$2.79M -$27.3K -225 -1%
KCM
515
Kornitzer Capital Management
Kansas
$2.78M +$121K +1,000 +5%
GG
516
Gofen & Glossberg
Illinois
$2.75M
CAM
517
Congress Asset Management
Massachusetts
$2.72M +$275K +2,265 +11%
AF
518
Ally Financial
Michigan
$2.71M +$2.67M +22,000 New
Envestnet Asset Management
519
Envestnet Asset Management
Illinois
$2.71M -$42.6K -351 -2%
PG
520
Portola Group
California
$2.7M +$2.66M +21,923 New
SWM
521
Segment Wealth Management
Texas
$2.69M +$258K +2,124 +11%
FAM
522
Fortaleza Asset Management
Illinois
$2.68M +$553K +4,560 +27%
MYLI
523
Meiji Yasuda Life Insurance
Japan
$2.65M -$318K -2,618 -11%
CPIM
524
Columbia Partners Investment Management
Virginia
$2.65M +$784K +6,462 +43%
GMIM
525
General Motors Investment Management
New York
$2.64M -$300K -2,473 -10%

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.