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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
EWA
1026
Exencial Wealth Advisors
Oklahoma
$263K -$46.3K -400 -15%
BFEC
1027
Benjamin F. Edwards & Company
Missouri
$263K +$695 +6 +0.3%
BL
1028
BCWM LLC
Kansas
$262K
WKWM
1029
Walter & Keenan Wealth Management
Indiana
$260K
FIM
1030
Freedom Investment Management
Connecticut
$259K +$31.9K +276 +14%
ECM
1031
ETrade Capital Management
Virginia
$259K +$102K +884 +68%
NSAM
1032
North Star Asset Management
Wisconsin
$256K +$116 +1 +0%
VAM
1033
Visium Asset Management
New York
$256K +$250K +2,160 New
SSWM
1034
Sheets Smith Wealth Management
North Carolina
$254K
BAS
1035
Brown Advisory Securities
Maryland
$254K +$36.5K +315 +17%
NRS
1036
Neville Rodie & Shaw
New York
$253K -$90.1K -778 -27%
FIM
1037
Fruth Investment Management
Texas
$252K
FIM
1038
Frontier Investment Management
Texas
$251K -$208K -1,794 -46%
ITIM
1039
Indiana Trust & Investment Management
Indiana
$251K
RMAM
1040
Raab & Moskowitz Asset Management
New Jersey
$251K
HHAA
1041
Henry H. Armstrong Associates
Pennsylvania
$251K +$4.4K +38 +2%
GIA
1042
Granite Investment Advisors
New Hampshire
$249K
SEC
1043
Seven Eight Capital
New York
$249K +$11.6K +100 +5%
MTIM
1044
Marathon Trading Investment Management
Pennsylvania
$249K +$243K +2,100 New
BWP
1045
BSW Wealth Partners
Colorado
$247K
NIC
1046
Northwest Investment Counselors
Oregon
$247K
SHA
1047
Smith Hayes Advisers
Nebraska
$245K +$239K +2,066 New
WIC
1048
Wood Investment Counsel
Colorado
$244K +$1.62K +14 +0.7%
CA
1049
Capital Advantage
California
$243K +$232 +2 +0.1%
LW
1050
Linscomb Wealth
Texas
$242K -$8.34K -72 -3%

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.