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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
WSTAM
926
Wilbanks Smith & Thomas Asset Management
Virginia
$774K -$31.5K -200 -3%
MFIMFI
927
Mesirow Financial Investment Management - Fixed Income
Illinois
$773K -$320K -2,033 -27%
FC
928
FIC Capital
New York
$769K
FUBT
929
First United Bank & Trust
Maryland
$763K +$66.2K +420 +8%
WIA
930
Westbourne Investment Advisors
Maryland
$759K -$92.2K -585 -10%
TWI
931
Thomas White International
Illinois
$757K -$44.3K -281 -5%
GIA
932
GHP Investment Advisors
Colorado
$753K -$209K -1,324 -20%
RWA
933
Ropes Wealth Advisors
Massachusetts
$752K +$100K +636 +13%
ICAS
934
Investors Capital Advisory Services
Massachusetts
$750K -$3.15K -20 -0.4%
W
935
Wealthquest
Ohio
$745K
BFEC
936
Benjamin F. Edwards & Company
Missouri
$743K +$133K +845 +19%
IAS
937
IMA Advisory Services
Colorado
$739K +$8.35K +53 +1%
WTB
938
Washington Trust Bank
Washington
$738K -$18.6K -118 -2%
CT
939
Coastline Trust
Rhode Island
$733K +$210K +1,332 +34%
MCA
940
Mercer Capital Advisers
New Jersey
$731K
PCM
941
Prelude Capital Management
New York
$730K +$37.4K +237 +5%
HPC
942
HM Payson & Co
Maine
$729K
NPIT
943
National Penn Investors Trust
Pennsylvania
$728K -$11K -70 -1%
WPC
944
Waters Parkerson & Co
Louisiana
$724K
MIM
945
Miller Investment Management
Pennsylvania
$723K
NCIM
946
New Century Investment Management
Michigan
$721K
CAS
947
Cue Advisory Services
Arizona
$719K +$61.6K +391 +8%
VCAM
948
Van Cleef Asset Management
Ohio
$718K
GHAM
949
Gilman Hill Asset Management
Connecticut
$718K +$66K +419 +9%
SIC
950
Sigma Investment Counselors
Michigan
$714K

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.