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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
VCP
1076
Vista Capital Partners
Oregon
$212K
GC
1077
Garde Capital
Washington
$208K +$203K +1,754 New
CPSAC
1078
Chas P. Smith & Associates (CPS)
Florida
$207K -$722K -6,238 -78%
ICOA
1079
Investment Centers of America
North Dakota
$206K -$57.1K -493 -22%
GP
1080
Girard Partners
Pennsylvania
$206K +$201K +1,738 New
AF
1081
Allworth Financial
California
$205K -$116 -1 -0.1%
WA
1082
WBH Advisory
Maryland
$205K +$116 +1 +0.1%
CPA
1083
Court Place Advisors
Maryland
$204K -$1.53M -13,186 -88%
RFA
1084
Reilly Financial Advisors
California
$204K -$57K -492 -23%
JCM
1085
Jag Capital Management
Missouri
$202K -$9.68M -83,648 -98%
CCM
1086
Coe Capital Management
Illinois
$202K
HCA
1087
Horan Capital Advisors
Ohio
$202K
NFG
1088
Nadler Financial Group
Illinois
$201K +$463 +4 +0.2%
Verition Fund Management
1089
Verition Fund Management
Connecticut
$200K -$1.16M -10,050 -86%
BOH
1090
Bank of Hawaii
Hawaii
$200K -$200K -1,730 -51%
DOA
1091
D'Orazio & Associates
Virginia
$187K
WA
1092
WFG Advisors
Texas
$184K -$1.97K -17 -1%
W
1093
Wealthfront
California
$181K -$173K -1,495 -50%
AIM
1094
Acropolis Investment Management
Missouri
$163K -$81K -700 -34%
DAM
1095
Delta Asset Management
Tennessee
$162K
TIM
1096
Tortoise Investment Management
New York
$155K +$1.16K +10 +0.8%
BOK
1097
Bank of Kentucky
Kentucky
$154K +$9.26K +80 +7%
ST
1098
Stifel Trust
Missouri
$154K +$31.8K +275 +27%
BEAM
1099
Baker Ellis Asset Management
Washington
$152K +$10.1K +87 +7%
BRWA
1100
B. Riley Wealth Advisors
Florida
$149K -$23.2K -200 -14%

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.