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1,185 hedge funds and large institutions have $72.6B invested in Amgen in 2014 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 448 increasing their positions, 457 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 75

8% more call options, than puts

Call options by funds: $702M | Put options by funds: $653M

0% more funds holding

Funds holding: 1,1801,185 (+5)

2% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 457

4% less capital invested

Capital invested by funds: $75.7B → $72.6B (-$3.15B)

24% less funds holding in top 10

Funds holding in top 10: 6852 (-16)

Holders
1,185
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
34.06%
Holding in Top 10
52
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-23.53%
% of All Funds
1.49%
New
88
Increased
448
Reduced
457
Closed
75
Calls
$702M
Puts
$653M
Net Calls
+$49.7M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
951
Harris Associates
Illinois
$359K -$2.08K -18 -0.6%
KB
952
Kimelman & Baird
New York
$355K -$17.4K -150 -5%
SRCM
953
Swift Run Capital Management
Virginia
$353K
CT
954
Coastline Trust
Rhode Island
$353K +$56.7K +490 +20%
OAM
955
Oberweis Asset Management
Illinois
$351K +$11.8K +102 +4%
ASN
956
Advisory Services Network
Georgia
$350K +$74.7K +645 +28%
GIM
957
Greystone Investment Management
Ohio
$348K
HSA
958
HBK Sorce Advisory
Pennsylvania
$346K -$11.6K -100 -3%
HCM
959
Hollencrest Capital Management
California
$344K -$53K -458 -14%
BP
960
Ballentine Partners
Massachusetts
$344K -$25K -216 -7%
QIM
961
Quantitative Investment Management
Virginia
$343K +$336K +2,900 New
EB
962
Eastern Bank
Massachusetts
$341K -$3.47K -30 -1%
FSA
963
Franklin Street Advisors
North Carolina
$339K -$1.49M -12,848 -82%
Acadian Asset Management
964
Acadian Asset Management
Massachusetts
$339K
FMB
965
Field & Main Bank
Kentucky
$339K +$59K +510 +22%
Jones Financial Companies
966
Jones Financial Companies
Missouri
$335K +$11.6K +100 +4%
SSWM
967
Smith Salley Wealth Management
North Carolina
$334K +$1.62K +14 +0.5%
TAM
968
Todd Asset Management
Kentucky
$330K -$8.34K -72 -3%
CAG
969
Crestwood Advisors Group
Massachusetts
$324K +$19.1K +165 +6%
TCOT
970
Trust Company of Toledo
Ohio
$323K +$2.89K +25 +0.9%
MCM
971
McKinley Capital Management
Alaska
$322K -$23K -199 -7%
MKC
972
M. Kraus & Co
Vermont
$321K -$14.5K -125 -4%
TNB
973
Thomasville National Bank
Georgia
$321K
ECM
974
Estabrook Capital Management
New York
$316K
PMG
975
ProVise Management Group
Florida
$316K

AMGN Hedge Fund Activity: Q2 2014 in Review

1,185 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2014, worth a combined $72.6B — down 4.2% from $75.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMGN positions and 75 closed out — a net gain of 13 holders — while 448 added to existing stakes and 457 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.18B. The largest seller was Fidelity Investments, cutting an estimated $1.47B.

  • 1,185 institutional investors held Amgen (AMGN) as of Q2 2014, up from 1,180 in Q1 2014.
  • Funds reported $72.6B of Amgen stock for Q2 2014, down 4.2% quarter-over-quarter.
  • 88 funds opened new Amgen positions in Q2 2014 and 75 closed out, a net change of +13 holders.
  • The largest Amgen buyer in Q2 2014 was Capital Research Global Investors, an estimated $1.18B added.
  • The largest Amgen seller in Q2 2014 was Fidelity Investments, an estimated $1.47B sold.

Based on aggregated 13F filings for Q2 2014.