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1,185 hedge funds and large institutions have $72.6B invested in Amgen in 2014 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 448 increasing their positions, 457 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 75

8% more call options, than puts

Call options by funds: $702M | Put options by funds: $653M

0% more funds holding

Funds holding: 1,1801,185 (+5)

2% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 457

4% less capital invested

Capital invested by funds: $75.7B → $72.6B (-$3.15B)

24% less funds holding in top 10

Funds holding in top 10: 6852 (-16)

Holders
1,185
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
34.06%
Holding in Top 10
52
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-23.53%
% of All Funds
1.49%
New
88
Increased
448
Reduced
457
Closed
75
Calls
$702M
Puts
$653M
Net Calls
+$49.7M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
51
Nordea Investment Management
Sweden
$258M +$156M +1,347,987 +162%
JP Morgan Chase
52
JP Morgan Chase
New York
$253M -$98.8M -853,683 -29%
Prudential Financial
53
Prudential Financial
New Jersey
$244M +$6.14M +53,031 +3%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$226M -$10.4M -89,428 -4%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$217M +$4.82M +41,609 +2%
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$213M +$110M +951,572 +112%
Loomis, Sayles & Company
57
Loomis, Sayles & Company
Massachusetts
$201M +$11.2M +96,503 +6%
CS
58
Credit Suisse
Switzerland
$196M -$18.4M -159,378 -9%
MAA
59
Managed Account Advisors
New Jersey
$194M +$681K +5,884 +0.4%
U
60
UBS
Switzerland
$189M +$2.15M +18,604 +1%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$184M +$9.33M +80,587 +5%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$181M -$5.62M -48,550 -3%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$180M +$2.69M +23,264 +2%
EVM
64
Eaton Vance Management
Massachusetts
$179M -$6.3M -54,443 -3%
BA
65
BlackRock Advisors
Delaware
$177M -$68.8M -594,703 -28%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$171M +$1.73M +14,916 +1%
RFC
67
Russell Frank Company
Washington
$169M +$6.66M +57,548 +5%
PPA
68
Parametric Portfolio Associates
Washington
$165M -$1.8M -15,537 -1%
AllianceBernstein
69
AllianceBernstein
Tennessee
$164M -$30.8M -265,830 -16%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$164M +$2.58M +22,310 +2%
OH
71
Orbis Holdings
Bermuda
$159M +$7.35M +63,534 +5%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$157M -$4.04M -34,934 -3%
Principal Financial Group
73
Principal Financial Group
Iowa
$156M +$9.57M +82,706 +7%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$154M -$129M -1,118,460 -46%
APG Asset Management
75
APG Asset Management
Netherlands
$150M +$14.1M +121,897 +11%

AMGN Hedge Fund Activity: Q2 2014 in Review

1,185 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2014, worth a combined $72.6B — down 4.2% from $75.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMGN positions and 75 closed out — a net gain of 13 holders — while 448 added to existing stakes and 457 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.18B. The largest seller was Fidelity Investments, cutting an estimated $1.47B.

  • 1,185 institutional investors held Amgen (AMGN) as of Q2 2014, up from 1,180 in Q1 2014.
  • Funds reported $72.6B of Amgen stock for Q2 2014, down 4.2% quarter-over-quarter.
  • 88 funds opened new Amgen positions in Q2 2014 and 75 closed out, a net change of +13 holders.
  • The largest Amgen buyer in Q2 2014 was Capital Research Global Investors, an estimated $1.18B added.
  • The largest Amgen seller in Q2 2014 was Fidelity Investments, an estimated $1.47B sold.

Based on aggregated 13F filings for Q2 2014.