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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
MA
1001
Montag & Associates
Georgia
$303K
FFBTD
1002
First Financial Bank - Trust Division
Ohio
$302K +$297K +2,448 New
MPIA
1003
Mountain Pacific Investment Advisers
Idaho
$301K
EWA
1004
Exencial Wealth Advisors
Oklahoma
$300K -$1.33K -11 -0.4%
GIA
1005
GHP Investment Advisors
Colorado
$295K +$290K +2,390 New
TCM
1006
Telos Capital Management
California
$294K +$289K +2,385 New
ABP
1007
Arthur B. Page
$292K
FMB
1008
Field & Main Bank
Kentucky
$290K +$12.1K +100 +4%
ICM
1009
ICC Capital Management
Florida
$290K +$48.5K +400 +21%
FLAM
1010
First Light Asset Management
Minnesota
$287K
EA
1011
Emerald Advisers
Pennsylvania
$286K -$49.7K -410 -15%
DSC
1012
Duncker Streett & Co
Missouri
$285K +$13.3K +110 +5%
ASN
1013
Advisory Services Network
Georgia
$285K +$128K +1,055 +84%
PLFAM
1014
Pineno Levin & Ford Asset Management
Virginia
$284K
GHAM
1015
Gilman Hill Asset Management
Connecticut
$284K +$279K +2,300 New
JWA
1016
JFS Wealth Advisors
Pennsylvania
$278K +$364 +3 +0.1%
S
1017
SignatureFD
Georgia
$278K -$39.3K -324 -13%
BFEC
1018
Benjamin F. Edwards & Company
Missouri
$274K +$110K +905 +69%
UR
1019
USCA RIA
Texas
$273K -$725K -5,977 -73%
BL
1020
BCWM LLC
Kansas
$272K
FMW
1021
Farr Miller & Washington
District of Columbia
$271K -$176K -1,450 -40%
WKWM
1022
Walter & Keenan Wealth Management
Indiana
$271K +$267K +2,200 New
FNT
1023
First Nebraska Trust
Nebraska
$270K +$18.2K +150 +7%
RFA
1024
Reilly Financial Advisors
California
$269K +$168K +1,382 +172%
SLG
1025
Stanley-Laman Group
Pennsylvania
$268K +$263K +2,171 New

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.