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1,381 hedge funds and large institutions have $83.9B invested in Amgen in 2015 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 579 increasing their positions, 473 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 71

22% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 473

1% more funds holding

Funds holding: 1,3671,381 (+14)

5% more call options, than puts

Call options by funds: $965M | Put options by funds: $917M

5% less funds holding in top 10

Funds holding in top 10: 8682 (-4)

10% less capital invested

Capital invested by funds: $93B → $83.9B (-$9.1B)

Holders
1,381
Holders Change
+14
Holders Change %
+1.02%
% of All Funds
38.54%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
2.29%
New
94
Increased
579
Reduced
473
Closed
71
Calls
$965M
Puts
$917M
Net Calls
+$47.7M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
701
E. Ohman J:or Asset Management
Sweden
$1.95M -$252K -1,600 -10%
CFA
702
CT Financial Advisors
Pennsylvania
$1.95M
LNWWM
703
Laird Norton Wetherby Wealth Management
California
$1.95M +$128K +812 +6%
OA
704
Oxbow Advisors
Texas
$1.93M +$2.2M +13,929 New
SC
705
Scotia Capital
Ontario, Canada
$1.92M -$2.49M -15,812 -53%
SCA
706
Strategic Capital Alternatives
United States
$1.92M +$2.02M +12,800 +1,225%
WIM
707
Waverton Investment Management
United Kingdom
$1.91M +$2.18M +13,820 New
HPIA
708
Hamilton Point Investment Advisors
North Carolina
$1.9M +$346K +2,195 +19%
AIM
709
Advantage Investment Management
Iowa
$1.9M +$1.95M +12,358 +885%
LJHT
710
Laurie J. Hall Trustee
$1.9M
PAM
711
PartnerRe Asset Management
Connecticut
$1.9M -$1.73K -11 -0.1%
MCM
712
Murphy Capital Management
New Jersey
$1.9M -$25.7K -163 -1%
SLF
713
Sun Life Financial
Ontario, Canada
$1.88M -$1.18M -7,505 -36%
EWA
714
EP Wealth Advisors
California
$1.87M -$9.3K -59 -0.4%
AMIM
715
Aull & Monroe Investment Management
Alabama
$1.87M -$157K -999 -7%
COI
716
Connable Office Inc
Michigan
$1.86M -$296K -1,881 -12%
PGA
717
Portland Global Advisors
Maine
$1.86M -$85.9K -545 -4%
MFS
718
MSI Financial Services
Massachusetts
$1.83M -$206K -1,310 -9%
PNC
719
Park National Corp
Ohio
$1.82M +$18.1K +115 +0.9%
CGT
720
Capital Guardian Trust
California
$1.81M
BA
721
Birinyi Associates
Connecticut
$1.81M +$1M +6,364 +95%
DPIM
722
Duff & Phelps Investment Management
Illinois
$1.81M -$93K -590 -4%
PIM
723
Penobscot Investment Management
Massachusetts
$1.79M +$126K +800 +7%
CCM
724
Catapult Capital Management
New York
$1.79M +$2.04M +12,915 New
CT
725
Chicago Trust
Illinois
$1.78M +$743K +4,714 +58%

AMGN Hedge Fund Activity: Q3 2015 in Review

1,381 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2015, worth a combined $83.9B — down 9.8% from $93B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMGN positions and 71 closed out — a net gain of 23 holders — while 579 added to existing stakes and 473 trimmed.

The largest buyer was Bank of America, adding an estimated $206M. The largest seller was Primecap Management, cutting an estimated $343M.

  • 1,381 institutional investors held Amgen (AMGN) as of Q3 2015, up from 1,367 in Q2 2015.
  • Funds reported $83.9B of Amgen stock for Q3 2015, down 9.8% quarter-over-quarter.
  • 94 funds opened new Amgen positions in Q3 2015 and 71 closed out, a net change of +23 holders.
  • The largest Amgen buyer in Q3 2015 was Bank of America, an estimated $206M added.
  • The largest Amgen seller in Q3 2015 was Primecap Management, an estimated $343M sold.

Based on aggregated 13F filings for Q3 2015.