We are live on ! Find out more

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
SI
1051
SII Investments
Wisconsin
$241K +$9.34K +77 +4%
CBU
1052
CIBC Bank USA
Illinois
$240K -$67.3K -555 -22%
PHAM
1053
Palisades Hudson Asset Management
Florida
$240K
FIM
1054
Freedom Investment Management
Connecticut
$236K -$4.49K -37 -2%
FAM
1055
Fenimore Asset Management
New York
$236K
TWM
1056
Torch Wealth Management
Ohio
$234K
NES
1057
New England Securities
New York
$233K -$51.9K -428 -18%
PWM
1058
Perigon Wealth Management
California
$233K -$8.13K -67 -3%
AW
1059
Alpha Windward
Massachusetts
$230K -$22.8K -188 -9%
PL
1060
Parthenon LLC
Kentucky
$230K
MMA
1061
Miracle Mile Advisors
California
$229K
HI
1062
Hudock Inc
Pennsylvania
$227K
BAS
1063
Brown Advisory Securities
Maryland
$225K +$2.55K +21 +1%
IMS
1064
Index Management Solutions
Pennsylvania
$223K +$128K +1,059 +142%
LOM
1065
Loeb Offshore Management
New York
$222K -$493K -4,061 -69%
BHIA
1066
Birch Hill Investment Advisors
Massachusetts
$222K -$4.85K -40 -2%
PP
1067
Patten & Patten
Tennessee
$222K
WA
1068
WealthTrust-Arizona
Arizona
$222K
JIC
1069
Joel Isaacson & Co
New York
$222K +$121 +1 +0.1%
RG
1070
Rathbones Group
United Kingdom
$222K +$218K +1,799 New
CAM
1071
Carret Asset Management
New York
$222K +$218K +1,800 New
VCP
1072
Vista Capital Partners
Oregon
$221K
Capital Fund Management (CFM)
1073
Capital Fund Management (CFM)
France
$219K +$215K +1,772 New
FWIA
1074
Fort Washington Investment Advisors
Ohio
$215K -$465K -3,837 -69%
Group One Trading
1075
Group One Trading
Illinois
$214K +$210K +1,731 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.