We are live on ! Find out more

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
TTWM
976
TCV Trust & Wealth Management
Virginia
$316K
DAM
977
Doheny Asset Management
California
$314K
FMBTD
978
First Midwest Bank Trust Division
Illinois
$314K
MBTD
979
Mechanics Bank - Trust Department
California
$313K -$75.2K -650 -20%
EIM
980
Emerson Investment Management
Massachusetts
$313K -$5.79K -50 -2%
PHIMC
981
Private Harbour Investment Management & Counsel
Ohio
$311K
GHAM
982
Gilman Hill Asset Management
Connecticut
$311K +$38.3K +331 +14%
JIP
983
Jaffetilchin Investment Partners
Florida
$309K +$463 +4 +0.2%
FIB
984
First Interstate Bank
Montana
$308K -$20.6K -178 -6%
CWP
985
Capital Wealth Planning
Florida
$308K +$301K +2,600 New
WIL
986
Winifred I. Li
$307K -$139K -1,203 -32%
GJCM
987
Grand Jean Capital Management
California
$305K
PCM
988
Prelude Capital Management
New York
$301K -$575K -4,970 -66%
PFSC
989
Peoples Financial Services Corp
Pennsylvania
$299K
EIM
990
Essex Investment Management
Massachusetts
$298K -$75.7K -654 -21%
BOTW
991
Bank of the West
California
$297K -$3.24K -28 -1%
CAM
992
Cubic Asset Management
Massachusetts
$297K
MCM
993
McRae Capital Management
New Jersey
$296K
MG
994
Mather Group
Illinois
$296K +$1.5K +13 +0.5%
AL
995
Agran Libbie
California
$295K
T
996
TradeWorx
New Jersey
$295K +$289K +2,496 New
DSC
997
Duncker Streett & Co
Missouri
$294K +$20.3K +175 +8%
JIC
998
Joel Isaacson & Co
New York
$294K +$79.4K +686 +38%
MFBTD
999
MB Financial Bank - Trust Department
Illinois
$294K +$182K +1,568 +171%
SI
1000
SII Investments
Wisconsin
$293K +$43.4K +375 +18%

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.