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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
FA
676
Fagan Associates
New York
$1.37M +$1.35M +11,115 New
BIC
677
Bridges Investment Counsel
Nebraska
$1.33M -$36.4K -300 -3%
CC
678
Cannell & Co
New York
$1.33M +$212K +1,750 +19%
MPI
679
Mairs & Power Inc
Minnesota
$1.33M
IH
680
IFC Holdings
Florida
$1.31M +$160K +1,321 +14%
NCM
681
Noesis Capital Mangement
Florida
$1.31M
SACTSONJ
682
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.31M
ANBT
683
American National Bank & Trust
Texas
$1.31M
OA
684
OFI Advisors
Pennsylvania
$1.29M -$46.6K -384 -4%
BO
685
Bank OZK
Arkansas
$1.29M +$190K +1,570 +18%
MC
686
Mathes Company
New York
$1.29M
FCMC
687
Founders Capital Management (Connecticut)
Connecticut
$1.29M
RJT
688
Raymond James Trust
Florida
$1.27M +$64K +528 +5%
NCM
689
Narwhal Capital Management
Georgia
$1.27M
WIS
690
Wright Investors Service
Connecticut
$1.26M -$59.8K -493 -5%
HA
691
Havens Advisors
New York
$1.26M
BIM
692
Bridgecreek Investment Management
Oklahoma
$1.26M
BAM
693
Burnham Asset Management
New York
$1.25M
TCOV
694
Trust Company of Vermont
Vermont
$1.24M -$19.4K -160 -2%
VIA
695
Vantage Investment Advisors
Pennsylvania
$1.23M +$1.02M +8,425 +540%
KFS
696
KMS Financial Services
Washington
$1.23M +$4.73K +39 +0.4%
PAM
697
Princeton Alpha Management
New Jersey
$1.23M +$1.21M +9,966 New
PFM
698
PacWest Financial Management
Arizona
$1.2M +$1.18M +9,763 New
TWA
699
TCI Wealth Advisors
Arizona
$1.2M -$145K -1,193 -11%
AAC
700
Asset Advisors Corp
Georgia
$1.19M +$455K +3,750 +64%

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.