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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
RIM
901
RS Investment Management
California
$474K +$466K +3,840 New
CG
902
Colony Group
Massachusetts
$471K +$9.1K +75 +2%
RCM
903
Reynolds Capital Management
Nevada
$469K +$48.5K +400 +12%
HCM
904
Highlander Capital Management
New Jersey
$469K
WIL
905
Winifred I. Li
$468K
ZAM
906
Zevin Asset Management
Massachusetts
$456K
HHGA
907
Halbert Hargrove Global Advisors
California
$453K -$24K -198 -5%
AL
908
Aspiriant LLC
California
$449K
FFC
909
First Financial Corp
Indiana
$449K +$11.4K +94 +3%
RBC
910
Ronald Blue & Co
Georgia
$442K -$50.1K -413 -10%
SKK
911
Shepherd Kaplan Krochuk
Massachusetts
$442K
WA
912
Wheatland Advisors
Pennsylvania
$438K
HWA
913
Heritage Wealth Advisors
Virginia
$434K -$7.88K -65 -2%
KFC
914
Klingenstein Fields & Co
New York
$434K +$27.8K +229 +7%
Rafferty Asset Management
915
Rafferty Asset Management
New York
$434K +$48.9K +403 +13%
GCP
916
GSA Capital Partners
United Kingdom
$433K -$490K -4,043 -54%
NB
917
NBT Bank
New York
$433K -$121K -1,000 -22%
CFA
918
Carroll Financial Associates
North Carolina
$433K -$47.9K -395 -10%
ACM
919
Apex Capital Management
Ohio
$432K
RIM
920
Regent Investment Management
Kentucky
$432K
CT
921
Cambridge Trust
Massachusetts
$429K +$32.7K +270 +8%
1SB
922
1ST Source Bank
Indiana
$427K +$33.6K +277 +9%
MCM
923
Moore Capital Management
New York
$426K +$418K +3,450 New
BOH
924
Bank of Hawaii
Hawaii
$422K -$2.4M -19,808 -85%
PTC
925
Private Trust Company
Ohio
$420K -$1.82K -15 -0.4%

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.