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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
PCA
801
Personal Capital Advisors
California
$1.33M +$117K +742 +8%
SNT
802
Security National Trust
West Virginia
$1.31M
RWML
803
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.3M
WOC
804
West Oak Capital
California
$1.3M +$3.15K +20 +0.2%
TSS
805
Thomas Story & Son
Indiana
$1.29M
GF
806
Gerstein Fisher
New York
$1.29M +$15.3K +97 +1%
FCI
807
Financial Counselors Inc
Kansas
$1.29M +$229K +1,452 +18%
SLG
808
Stanley-Laman Group
Pennsylvania
$1.29M +$548K +3,477 +59%
RMCM
809
Reynders McVeigh Capital Management
Massachusetts
$1.28M +$110K +700 +8%
GS
810
GAM Systematic
United Kingdom
$1.28M -$3.46M -21,968 -70%
CC
811
Cannell & Co
New York
$1.28M -$35.5K -225 -2%
HVIA
812
Hudson Valley Investment Advisors
New York
$1.27M +$10.2K +65 +0.7%
BCM
813
BTC Capital Management
Iowa
$1.26M -$665K -4,219 -32%
GCM
814
Gibraltar Capital Management
Oklahoma
$1.26M -$662K -4,197 -32%
BC
815
Burney Company
Virginia
$1.25M +$37K +235 +3%
CA
816
Cetera Advisors
Colorado
$1.24M +$32.5K +206 +2%
BIA
817
Biondo Investment Advisors
Pennsylvania
$1.23M -$1.06M -6,750 -43%
LRPA
818
L. Roy Papp & Associates
Arizona
$1.23M -$198K -1,256 -12%
Massachusetts Financial Services
819
Massachusetts Financial Services
Massachusetts
$1.22M -$1.64M -10,408 -54%
PCM
820
Princeton Capital Management
New Jersey
$1.21M -$96.9K -615 -7%
MPA
821
Marvin & Palmer Associates
Delaware
$1.21M -$181K -1,150 -12%
SAM
822
Shamrock Asset Management
Texas
$1.21M -$104K -657 -7%
KLWA
823
Kelly Lawrence W & Associates
California
$1.2M +$567K +3,600 +71%
EWM
824
Elite Wealth Management
Washington
$1.19M -$331K -2,100 -20%
CAL
825
Capital Analysts LLC
Pennsylvania
$1.19M +$702K +4,451 +107%

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.