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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
AF
1076
Allworth Financial
California
$213K +$210K +1,730 New
WA
1077
WBH Advisory
Maryland
$213K +$210K +1,734 New
HS
1078
HighVista Strategies
Massachusetts
$213K +$234K +1,926 New
ICM
1079
IMS Capital Management
Oregon
$212K +$208K +1,716 New
CAL
1080
Capital Analysts LLC
Pennsylvania
$211K +$30.2K +249 +17%
HCA
1081
Horan Capital Advisors
Ohio
$210K -$29K -239 -12%
PJSIMP
1082
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K +$206K +1,702 New
CCM
1083
Coe Capital Management
Illinois
$210K +$207K +1,705 New
WSC
1084
Wellington Shields & Co
New York
$209K +$205K +1,693 New
NFG
1085
Nadler Financial Group
Illinois
$209K +$206K +1,697 New
TC
1086
Telemus Capital
Michigan
$208K +$204K +1,685 New
BRM
1087
Boston Research & Management
Massachusetts
$207K +$204K +1,680 New
RIG
1088
Roosevelt Investment Group
New York
$203K +$200K +1,646 New
FAB
1089
First American Bank
Illinois
$203K +$199K +1,643 New
CCA
1090
Conestoga Capital Advisors
Pennsylvania
$201K +$198K +1,630 New
KFS
1091
Kurt F. Somerville
$201K +$198K +1,636 New
DOA
1092
D'Orazio & Associates
Virginia
$195K
RFS
1093
Rockefeller Financial Services
New York
$194K -$1.27M -10,509 -87%
WA
1094
WFG Advisors
Texas
$194K -$89.7K -740 -32%
TF
1095
Trutina Financial
Washington
$185K +$182K +1,500 New
BRWA
1096
B. Riley Wealth Advisors
Florida
$179K -$24.3K -200 -12%
MAM
1097
Mizuho Asset Management
Japan
$173K
DAM
1098
Delta Asset Management
Tennessee
$168K
NYLT
1099
New York Life Trust
New York
$167K -$54.7K -451 -25%
AUB
1100
Atlantic Union Bankshares
Virginia
$162K +$175K +1,445 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.