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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
P
801
Pitcairn
Pennsylvania
$729K -$798K -6,582 -53%
ST
802
Spinnaker Trust
Maine
$722K +$10.9K +90 +2%
ICAS
803
Investors Capital Advisory Services
Massachusetts
$721K +$14.9K +123 +2%
WA
804
WESPAC Advisors
California
$721K +$86.8K +716 +14%
NL
805
NWAM LLC
Washington
$718K +$356K +2,932 +102%
GIS
806
Guardian Investor Services
New York
$717K -$26.9K -222 -4%
HCC
807
Hirtle Callaghan & Co
Pennsylvania
$707K +$243K +2,006 +54%
CCC
808
Chelsea Counsel Company
California
$692K +$24.3K +200 +4%
BSW
809
Buckingham Strategic Wealth
Missouri
$692K +$102K +840 +18%
PIM
810
Penobscot Investment Management
Massachusetts
$690K +$58.8K +485 +9%
MSR
811
Main Street Research
Connecticut
$689K +$288K +2,376 +74%
ARMT
812
Amica Retiree Medical Trust
Rhode Island
$681K
PAA
813
Peregrine Asset Advisers
Oregon
$678K
CCT
814
Chemung Canal Trust
New York
$677K -$4.85K -40 -0.7%
Fayez Sarofim & Co
815
Fayez Sarofim & Co
Texas
$676K -$15.2K -125 -2%
WEC
816
Winslow Evans & Crocker
Massachusetts
$674K +$17K +140 +3%
HPC
817
HM Payson & Co
Maine
$673K -$16.1K -133 -2%
DG
818
Davidson & Garrard
Virginia
$661K -$3.03K -25 -0.5%
JFGIW
819
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$660K -$4.49K -37 -0.7%
HL
820
HeadInvest LLC
Maine
$660K
BTW
821
Boston Trust Walden
Massachusetts
$654K -$2.43M -20,000 -79%
GLA
822
Great Lakes Advisors
Illinois
$652K
IB
823
Intrust Bank
Kansas
$649K -$147K -1,215 -19%
SIC
824
Sigma Investment Counselors
Michigan
$649K
BFC
825
Blue Fin Capital
Rhode Island
$648K -$97.6K -805 -13%

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.