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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
JP Morgan Chase
51
JP Morgan Chase
New York
$262M -$58.2M -369,236 -16%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$248M -$5.43M -34,444 -2%
Principal Financial Group
53
Principal Financial Group
Iowa
$242M +$8.14M +51,626 +3%
PPA
54
Parametric Portfolio Associates
Washington
$238M +$38.5M +244,274 +17%
CS
55
Credit Suisse
Switzerland
$235M -$76.5M -485,523 -22%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$226M +$10.2M +64,947 +4%
Millennium Management
57
Millennium Management
New York
$217M +$168M +1,067,532 +214%
Renaissance Technologies
58
Renaissance Technologies
New York
$216M -$32.5M -205,900 -12%
EVM
59
Eaton Vance Management
Massachusetts
$214M +$14.1M +89,766 +6%
SP
60
Sarasin & Partners
United Kingdom
$214M +$37.8M +239,652 +18%
PI
61
Putnam Investments
Massachusetts
$209M +$191M +1,214,026 +408%
RFC
62
Russell Frank Company
Washington
$207M -$32.6M -206,581 -12%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$205M -$1.31M -8,302 -0.6%
AllianceBernstein
64
AllianceBernstein
Tennessee
$205M +$16.4M +104,186 +8%
TA
65
Teachers Advisors
New York
$202M +$26.4M +167,385 +13%
PP
66
Prudential plc
United Kingdom
$202M -$164M -1,039,915 -42%
Ameriprise
67
Ameriprise
Minnesota
$202M -$32.7M -207,451 -12%
SGA
68
Sustainable Growth Advisers
Connecticut
$201M +$13.7M +86,869 +6%
Boston Partners
69
Boston Partners
Massachusetts
$200M -$17.5M -110,772 -7%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$197M +$146M +925,263 +185%
APG Asset Management
71
APG Asset Management
Netherlands
$196M -$4.99M -31,655 -2%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$192M -$331K -2,100 -0.2%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$191M -$30M -190,156 -12%
Dimensional Fund Advisors
74
Dimensional Fund Advisors
Texas
$190M +$7.62M +48,365 +4%
Swiss National Bank
75
Swiss National Bank
Switzerland
$188M +$20.6M +130,600 +11%

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.