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
ECM
1101
ETrade Capital Management
Virginia
$161K +$58.5K +482 +59%
TIM
1102
Tortoise Investment Management
New York
$160K -$24.3K -200 -13%
PCTC
1103
Perkins Coie Trust Company
Washington
$153K +$36.4K +300 +32%
BOK
1104
Bank of Kentucky
Kentucky
$151K +$84.9K +700 +133%
BEAM
1105
Baker Ellis Asset Management
Washington
$148K
SSG
1106
Summit Securities Group
New York
$136K -$1.29M -10,600 -91%
FCE
1107
Fiera Capital (Europe)
Cayman Islands
$131K -$38.2K -315 -23%
MWP
1108
MYCIO Wealth Partners
Pennsylvania
$130K
CAL
1109
Capital Advisors Ltd
Ohio
$128K +$606 +5 +0.5%
ST
1110
Stifel Trust
Missouri
$126K -$6.06K -50 -5%
HDIM
1111
Hanson & Doremus Investment Management
Vermont
$124K -$10.3K -85 -8%
CA
1112
CapWealth Advisors
Tennessee
$123K
CFSG
1113
Community Financial Services Group
Vermont
$119K +$117K +962 New
MFBTD
1114
MB Financial Bank - Trust Department
Illinois
$113K -$9.1K -75 -8%
AC
1115
Alexandria Capital
Virginia
$109K +$18.4K +152 +21%
AR
1116
Advisory Research
Illinois
$106K +$104K +857 New
SC
1117
Saiers Capital
New York
$99K -$5.34M -44,000 -98%
ATC
1118
Adirondack Trust Company
New York
$99K -$62.1K -512 -39%
EWM
1119
Elite Wealth Management
Washington
$99K
HIM
1120
Hillsdale Investment Management
Ontario, Canada
$99K
MUMSS
1121
Mitsubishi UFJ Morgan Stanley Securities
Japan
$97K
NIMI
1122
Natixis Investment Managers International
France
$87K -$329K -2,713 -79%
HCP
1123
Holt Capital Partners
Texas
$80K
PR
1124
Payden & Rygel
California
$80K
LWM
1125
LBA Wealth Management
Florida
$77K -$9.82K -81 -11%

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.