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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
NSAM
1026
North Star Asset Management
Wisconsin
$266K
BCM
1027
BTR Capital Management
California
$265K
SSWM
1028
Sheets Smith Wealth Management
North Carolina
$265K
RMAM
1029
Raab & Moskowitz Asset Management
New Jersey
$262K -$36.4K -300 -12%
ITIM
1030
Indiana Trust & Investment Management
Indiana
$262K +$194K +1,600 +305%
LW
1031
Linscomb Wealth
Texas
$261K +$22.8K +188 +10%
FIM
1032
Frontier Investment Management
Texas
$261K +$220K +1,810 +86%
GIA
1033
Granite Investment Advisors
New Hampshire
$259K
BWP
1034
BSW Wealth Partners
Colorado
$258K
NIC
1035
Northwest Investment Counselors
Oregon
$258K +$4.73K +39 +2%
HHAA
1036
Henry H. Armstrong Associates
Pennsylvania
$257K +$253K +2,085 New
AIM
1037
Acropolis Investment Management
Missouri
$257K -$1.47M -12,113 -85%
WIC
1038
Wood Investment Counsel
Colorado
$253K
CA
1039
Capital Advantage
California
$253K +$121 +1 +0%
CTC (Chicago Trading Company)
1040
CTC (Chicago Trading Company)
Illinois
$252K +$248K +2,044 New
ICOA
1041
Investment Centers of America
North Dakota
$250K +$38.3K +316 +17%
CL
1042
Choreo LLC
Illinois
$249K +$245K +2,022 New
DLCIG
1043
D.L. Carlson Investment Group
New Hampshire
$247K -$12.1K -100 -5%
CM
1044
Castleark Management
Illinois
$247K
FM
1045
Family Management
New York
$247K
SEC
1046
Seven Eight Capital
New York
$247K +$243K +2,000 New
CHAM
1047
Clear Harbor Asset Management
Connecticut
$246K
FIM
1048
Fruth Investment Management
Texas
$245K
JAFL
1049
Jay A. Fishman Ltd
Michigan
$243K
PAS
1050
Partnervest Advisory Services
California
$241K +$243 +2 +0.1%

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.