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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
CCA
776
Cobblestone Capital Advisors
New York
$817K -$12.1K -100 -1%
CCM
777
Compton Capital Management
Rhode Island
$816K +$27.5K +227 +4%
FC
778
FIC Capital
New York
$810K +$1.21K +10 +0.2%
DAS
779
Dynamic Advisor Solutions
Arizona
$804K +$231K +1,908 +41%
GIP
780
Granite Investment Partners
California
$803K
VFS
781
VSR Financial Services
Kansas
$803K +$84.2K +694 +12%
WP
782
WMS Partners
Maryland
$802K +$39.4K +325 +5%
CFS
783
Community Financial System
New York
$802K +$146K +1,200 +23%
BPCE
784
Bank Pictet & Cie (Europe)
Germany
$800K +$18.2K +150 +2%
NPC
785
National Planning Corporation
California
$797K +$28.3K +233 +4%
SFA
786
Sequoia Financial Advisors
Ohio
$796K +$6.55K +54 +0.8%
BCM
787
Bourgeon Capital Management
Connecticut
$795K +$782K +6,447 New
OMCS
788
Old Mutual Customised Solutions
South Africa
$789K
FAM
789
Formidable Asset Management
Ohio
$766K -$21.2K -175 -2%
BCMO
790
Buckingham Capital Management (Ohio)
Ohio
$765K +$17.5K +144 +2%
AA
791
Apriem Advisors
California
$761K
MFS
792
MSI Financial Services
Massachusetts
$759K +$29K +239 +4%
HCMNY
793
Howard Capital Management (New York)
New York
$758K
GIM
794
Greylin Investment Management
Virginia
$756K -$12.1K -100 -2%
HPBT
795
High Point Bank & Trust
North Carolina
$753K -$11.2K -92 -1%
MIM
796
Miller Investment Management
Pennsylvania
$744K -$8.49K -70 -1%
MAA
797
Mraz Amerine & Associates
California
$738K +$121 +1 +0%
BPC
798
Banque Pictet & Cie
Switzerland
$733K
G
799
GlobalBridge
Minnesota
$732K -$410K -3,384 -36%
WSTAM
800
Wilbanks Smith & Thomas Asset Management
Virginia
$732K +$12.9K +106 +2%

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.