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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
BSB
1051
Bangor Savings Bank
Maine
$240K +$234K +2,024 New
BCM
1052
BTR Capital Management
California
$238K -$16.2K -140 -7%
CM
1053
Castleark Management
Illinois
$237K
FM
1054
Family Management
New York
$237K
CHAM
1055
Clear Harbor Asset Management
Connecticut
$236K
AUB
1056
Atlantic Union Bankshares
Virginia
$233K +$60.2K +520 +36%
PAS
1057
Partnervest Advisory Services
California
$232K +$347 +3 +0.2%
PHAM
1058
Palisades Hudson Asset Management
Florida
$230K
BOS
1059
Bingham Osborn & Scarborough
California
$230K +$225K +1,941 New
MMA
1060
Miracle Mile Advisors
California
$229K
FAM
1061
Fenimore Asset Management
New York
$227K
VNB
1062
Valley National Bancorp
New York
$225K -$243K -2,100 -53%
DLCIG
1063
D.L. Carlson Investment Group
New Hampshire
$225K -$11.6K -100 -5%
TWM
1064
Torch Wealth Management
Ohio
$225K
BHIA
1065
Birch Hill Investment Advisors
Massachusetts
$225K +$11.6K +100 +6%
MAM
1066
Mizuho Asset Management
Japan
$225K +$57.6K +498 +35%
PL
1067
Parthenon LLC
Kentucky
$221K
WA
1068
WealthTrust-Arizona
Arizona
$220K +$7.06K +61 +3%
MIU
1069
Man Investments (UK)
United Kingdom
$219K +$214K +1,847 New
HI
1070
Hudock Inc
Pennsylvania
$218K
AW
1071
Alpha Windward
Massachusetts
$215K -$5.33K -46 -2%
CTI
1072
Community Trust & Investment
Kentucky
$215K +$210K +1,815 New
BC
1073
Banced Corp
Illinois
$214K +$209K +1,808 New
RG
1074
Rathbones Group
United Kingdom
$213K
PP
1075
Paloma Partners
Connecticut
$213K +$208K +1,800 New

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.