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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
FNB
551
First Niagara Bank
New York
$2.32M +$11.2K +92 +0.5%
CFA
552
CT Financial Advisors
Pennsylvania
$2.3M +$1.75M +14,392 New
SCI
553
S&CO Inc
Massachusetts
$2.29M
PFPT
554
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.29M +$20.4K +168 +0.9%
11A
555
10-15 Associates
New York
$2.27M -$51.1K -421 -2%
MMG
556
Monetary Management Group
Missouri
$2.27M +$434K +3,575 +24%
PAM
557
PartnerRe Asset Management
Connecticut
$2.25M +$11.3K +93 +0.5%
MFS
558
Monetta Financial Services
Illinois
$2.22M
Truist Financial
559
Truist Financial
North Carolina
$2.22M +$182K +1,497 +9%
OPCM
560
Osborne Partners Capital Management
California
$2.2M -$24.9K -205 -1%
JG
561
Jefferies Group
New York
$2.2M +$231K +1,907 +12%
WTIM
562
Wilmington Trust Investment Management
Delaware
$2.19M +$546K +4,500 +34%
WSCM
563
Wellington Shields Capital Management
New York
$2.18M
GF
564
Gerstein Fisher
New York
$2.18M -$2.13M -17,563 -50%
ECM
565
Everence Capital Management
Indiana
$2.18M
CCM
566
Carderock Capital Management
Maryland
$2.18M +$113K +931 +6%
BMO
567
Beck Mack & Oliver
New York
$2.17M
MC
568
MSF Capital
New York
$2.17M
EHWM
569
Eads & Heald Wealth Management
Georgia
$2.14M -$13.7K -113 -0.6%
ACI
570
Alpha Cubed Investments
California
$2.14M -$3.76M -30,982 -64%
LSA
571
L & S Advisors
California
$2.13M +$2.09M +17,270 New
CA
572
Cullinan Associates
Kentucky
$2.1M +$690K +5,690 +50%
SSB
573
Sandy Spring Bank
Maryland
$2.09M -$20.3K -167 -1%
TBA
574
Tower Bridge Advisors
Pennsylvania
$2.09M +$35.8K +295 +2%
EOJOAM
575
E. Ohman J:or Asset Management
Sweden
$2.08M -$218K -1,800 -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.