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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
JIC
1001
Joel Isaacson & Co
New York
$563K +$7.25K +46 +1%
NAMA
1002
Nikko Asset Management Americas
New York
$562K
TIA
1003
Trust Investment Advisors
Indiana
$560K
WIC
1004
Wilkins Investment Counsel
Massachusetts
$553K
PWW
1005
Pettyjohn Wood & White
Virginia
$553K +$97.7K +620 +18%
GI
1006
Gradient Investments
Minnesota
$552K -$11.2K -71 -2%
CCM
1007
Cohen Capital Management
California
$552K
LNB
1008
Ledyard National Bank
$551K
JWM
1009
Jacobus Wealth Management
Wisconsin
$550K +$1.89K +12 +0.3%
UR
1010
USCA RIA
Texas
$548K +$112K +712 +22%
BW
1011
Bison Wealth
Georgia
$546K
OA
1012
Outfitter Advisors
Virginia
$545K
AWM
1013
Altavista Wealth Management
North Carolina
$544K -$11.8K -75 -2%
SCM
1014
SOL Capital Management
Maryland
$544K -$7.88K -50 -1%
LBC
1015
Lawrence B. Cohen
$543K +$25.4K +161 +4%
Victory Capital Management
1016
Victory Capital Management
Texas
$539K -$5.04K -32 -0.8%
EMG
1017
Ellington Management Group
Connecticut
$539K +$268K +1,700 +77%
HWA
1018
Heritage Wealth Advisors
Virginia
$538K +$11.5K +73 +2%
SI
1019
SII Investments
Wisconsin
$534K +$228K +1,446 +59%
FMLI
1020
Fukoku Mutual Life Insurance
Japan
$526K -$31.5K -200 -5%
AIC
1021
Atlantic Investment Company
Georgia
$522K +$15K +95 +3%
ZAM
1022
Zevin Asset Management
Massachusetts
$521K
BAS
1023
Brown Advisory Securities
Maryland
$519K +$142K +899 +32%
DA
1024
Dillon & Associates
Michigan
$516K +$25.9K +164 +5%
KA
1025
Kovack Advisors
Florida
$515K +$291K +1,843 +98%

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.