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1,340 hedge funds and large institutions have $98B invested in Amgen in 2014 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 448 increasing their positions, 510 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 54

32% more funds holding in top 10

Funds holding in top 10: 7599 (+24)

12% more capital invested

Capital invested by funds: $87.2B → $98B (+$10.8B)

10% more funds holding

Funds holding: 1,2221,340 (+118)

12% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 510

24% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.38B

Holders
1,340
Holders Change
+118
Holders Change %
+9.66%
% of All Funds
35.74%
Holding in Top 10
99
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+32%
% of All Funds
2.64%
New
187
Increased
448
Reduced
510
Closed
54
Calls
$1.05B
Puts
$1.38B
Net Calls
-$327M
Net Calls Change
-$308M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$341M -$432M -2,773,699 -56%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$337M +$33.9M +217,751 +11%
UBS Group
53
UBS Group
Switzerland
$329M +$322M +2,063,777 New
Lazard Asset Management
54
Lazard Asset Management
New York
$314M -$58.8M -377,655 -16%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$298M -$7.53M -48,354 -3%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$292M +$70.5M +452,323 +33%
Boston Partners
57
Boston Partners
Massachusetts
$290M -$192M -1,230,655 -40%
OH
58
Orbis Holdings
Bermuda
$278M +$58.7M +376,445 +28%
Prudential Financial
59
Prudential Financial
New Jersey
$274M -$19.2M -123,140 -7%
MAA
60
Managed Account Advisors
New Jersey
$270M +$11.8M +75,528 +5%
Principal Financial Group
61
Principal Financial Group
Iowa
$270M +$66.1M +424,256 +33%
RFC
62
Russell Frank Company
Washington
$264M +$32M +205,532 +14%
EVM
63
Eaton Vance Management
Massachusetts
$263M +$15.4M +98,748 +6%
Fidelity International
64
Fidelity International
Bermuda
$258M -$246M -1,578,107 -49%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$256M -$66.1M -424,030 -21%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$244M -$104M -665,680 -30%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$241M -$1.45M -9,294 -0.6%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$239M +$12.7M +81,449 +6%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$239M +$21.3M +136,941 +10%
SP
70
Sarasin & Partners
United Kingdom
$237M -$142M -912,384 -38%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$232M +$83M +532,498 +58%
MC
72
Montag & Caldwell
Georgia
$227M +$222M +1,424,668 New
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$225M +$2.09M +13,383 +1%
AllianceBernstein
74
AllianceBernstein
Tennessee
$221M -$2.68M -17,184 -1%
PPA
75
Parametric Portfolio Associates
Washington
$215M +$972K +6,235 +0.5%

AMGN Hedge Fund Activity: Q4 2014 in Review

1,340 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2014, worth a combined $98B — up 12% from $87.2B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new AMGN positions and 54 closed out — a net gain of 133 holders — while 448 added to existing stakes and 510 trimmed.

The largest buyer was Third Point, adding an estimated $1.46B. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $766M sold.

  • 1,340 institutional investors held Amgen (AMGN) as of Q4 2014, up from 1,222 in Q3 2014.
  • Funds reported $98B of Amgen stock for Q4 2014, up 12% quarter-over-quarter.
  • 187 funds opened new Amgen positions in Q4 2014 and 54 closed out, a net change of +133 holders.
  • The largest Amgen buyer in Q4 2014 was Third Point, an estimated $1.46B added.
  • The largest Amgen seller in Q4 2014 was Americafirst Capital Management, an estimated $766M sold.

Based on aggregated 13F filings for Q4 2014.