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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
MGIA
976
Moneta Group Investment Advisors
Missouri
$330K -$45.5K -375 -12%
BJL
977
Brighton Jones LLC
Washington
$330K -$19.3K -159 -6%
ECM
978
Estabrook Capital Management
New York
$329K
PMG
979
ProVise Management Group
Florida
$329K
TTWM
980
TCV Trust & Wealth Management
Virginia
$329K +$8.13K +67 +3%
DAM
981
Doheny Asset Management
California
$327K +$321K +2,650 New
FMBTD
982
First Midwest Bank Trust Division
Illinois
$326K
GA
983
Glenhill Advisors
New York
$325K +$130K +1,072 +68%
PHIMC
984
Private Harbour Investment Management & Counsel
Ohio
$324K -$60.6K -500 -16%
FHA
985
First Horizon Advisors
Tennessee
$322K -$50.2K -414 -14%
JIP
986
Jaffetilchin Investment Partners
Florida
$321K +$364 +3 +0.1%
CPS
987
Counsel Portfolio Services
Ontario, Canada
$321K +$315K +2,600 New
ONB
988
Old National Bancorp
Indiana
$321K +$315K +2,601 New
WPP
989
Whalerock Point Partners
Rhode Island
$319K +$12.1K +100 +4%
GJCM
990
Grand Jean Capital Management
California
$318K
CAG
991
Crestwood Advisors Group
Massachusetts
$317K -$109K -900 -26%
BOTW
992
Bank of the West
California
$313K +$11.4K +94 +4%
PFSC
993
Peoples Financial Services Corp
Pennsylvania
$312K
CAM
994
Cubic Asset Management
Massachusetts
$310K
MCM
995
McRae Capital Management
New Jersey
$308K
AL
996
Agran Libbie
California
$308K +$10.3K +85 +4%
MG
997
Mather Group
Illinois
$307K +$1.46K +12 +0.5%
CT
998
Coastline Trust
Rhode Island
$307K +$303K +2,495 New
Manulife (Manufacturers Life Insurance)
999
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304K +$43.4M +357,516 +17%
DBT
1000
Dubuque Bank & Trust
Iowa
$304K -$34.9K -288 -10%

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.