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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
GGPS
701
Gary Goldberg Planning Services
New York
$1.19M +$830K +6,840 +244%
FA
702
FDx Advisors
Illinois
$1.18M +$780K +6,429 +207%
BC
703
Burney Company
Virginia
$1.18M +$102K +838 +10%
CHC
704
City Holding Co
West Virginia
$1.18M -$12.1K -100 -1%
TCOTO
705
Trust Company of the Ozarks
Missouri
$1.16M -$98.8K -815 -8%
WRM
706
Westport Resources Management
Connecticut
$1.16M +$665K +5,483 +140%
RWML
707
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.16M -$2.06K -17 -0.2%
TSS
708
Thomas Story & Son
Indiana
$1.15M -$24.3K -200 -2%
AP
709
Appleton Partners
Massachusetts
$1.15M +$4.25K +35 +0.4%
SJIM
710
St. Johns Investment Management
Florida
$1.15M +$1.13M +9,320 New
SCM
711
Schnieders Capital Management
California
$1.14M +$178K +1,470 +19%
CCT
712
Country Club Trust
Missouri
$1.14M
NDSI
713
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M +$325K +2,678 +41%
SNT
714
Security National Trust
West Virginia
$1.13M -$13.9K -115 -1%
LRPA
715
L. Roy Papp & Associates
Arizona
$1.13M -$426K -3,513 -28%
CCM
716
Catawba Capital Management
Virginia
$1.12M -$12.1K -100 -1%
NJBEST
717
New Jersey Better Educational Savings Trust
New Jersey
$1.11M -$243K -2,000 -18%
BBHC
718
Brown Brothers Harriman & Co
New York
$1.11M +$14.3K +118 +1%
FNBT
719
FineMark National Bank & Trust
Florida
$1.09M +$52.8K +435 +5%
CPA
720
Court Place Advisors
Maryland
$1.08M +$1.59M +13,136 +740%
MIC
721
MU Investments Company
Japan
$1.08M -$175K -1,440 -14%
GT
722
Greenleaf Trust
Michigan
$1.08M +$728 +6 +0.1%
TSWM
723
Triangle Securities Wealth Management
North Carolina
$1.07M +$192K +1,582 +18%
FCB
724
First Citizens Bancorporation
South Carolina
$1.06M -$27.9K -230 -3%
BFO
725
Boston Family Office
Massachusetts
$1.06M

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.