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1,381 hedge funds and large institutions have $83.9B invested in Amgen in 2015 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 579 increasing their positions, 473 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 71

22% more repeat investments, than reductions

Existing positions increased: 579 | Existing positions reduced: 473

1% more funds holding

Funds holding: 1,3671,381 (+14)

5% more call options, than puts

Call options by funds: $965M | Put options by funds: $917M

5% less funds holding in top 10

Funds holding in top 10: 8682 (-4)

10% less capital invested

Capital invested by funds: $93B → $83.9B (-$9.1B)

Holders
1,381
Holders Change
+14
Holders Change %
+1.02%
% of All Funds
38.54%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
2.29%
New
94
Increased
579
Reduced
473
Closed
71
Calls
$965M
Puts
$917M
Net Calls
+$47.7M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
1101
Klingenstein Fields & Co
New York
$372K
FMWA
1102
Forvis Mazars Wealth Advisors
Missouri
$370K +$194K +1,228 +85%
QSS
1103
Quantitative Systematic Strategies
Florida
$370K +$422K +2,676 New
EIM
1104
Emerson Investment Management
Massachusetts
$369K
KFS
1105
Kurt F. Somerville
$368K
CBU
1106
CIBC Bank USA
Illinois
$367K -$35.8K -227 -8%
MRCM
1107
M&R Capital Management
New Jersey
$367K
QCG
1108
Quadrant Capital Group
Ohio
$364K -$5.36K -34 -1%
PAG
1109
Pinnacle Advisory Group
Maryland
$363K +$78.8K +500 +24%
FPFS
1110
First Personal Financial Services
North Carolina
$362K
MKC
1111
M. Kraus & Co
Vermont
$360K
Verition Fund Management
1112
Verition Fund Management
Connecticut
$359K +$202K +1,280 +97%
HW
1113
Hancock Whitney
Mississippi
$358K -$44K -279 -10%
MBTD
1114
Mechanics Bank - Trust Department
California
$358K -$18.1K -115 -4%
SIM
1115
SSI Investment Management
California
$358K
CICI
1116
Capital Investment Counsel Inc
North Carolina
$357K -$19.7K -125 -5%
GJCM
1117
Grand Jean Capital Management
California
$357K
GHA
1118
GW Henssler & Associates
Georgia
$356K
QIM
1119
Quest Investment Management
Oregon
$354K +$315 +2 +0.1%
CAG
1120
Crestwood Advisors Group
Massachusetts
$352K -$11.8K -75 -3%
MG
1121
Mather Group
Illinois
$352K +$2.05K +13 +0.5%
DDC
1122
DF Dent & Co
Maryland
$352K +$401K +2,543 New
PL
1123
Parkwood LLC
Ohio
$351K -$34.2K -217 -8%
STMM
1124
South Texas Money Management
Texas
$351K -$23.6K -150 -6%
PMG
1125
ProVise Management Group
Florida
$351K

AMGN Hedge Fund Activity: Q3 2015 in Review

1,381 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2015, worth a combined $83.9B — down 9.8% from $93B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMGN positions and 71 closed out — a net gain of 23 holders — while 579 added to existing stakes and 473 trimmed.

The largest buyer was Bank of America, adding an estimated $206M. The largest seller was Primecap Management, cutting an estimated $343M.

  • 1,381 institutional investors held Amgen (AMGN) as of Q3 2015, up from 1,367 in Q2 2015.
  • Funds reported $83.9B of Amgen stock for Q3 2015, down 9.8% quarter-over-quarter.
  • 94 funds opened new Amgen positions in Q3 2015 and 71 closed out, a net change of +23 holders.
  • The largest Amgen buyer in Q3 2015 was Bank of America, an estimated $206M added.
  • The largest Amgen seller in Q3 2015 was Primecap Management, an estimated $343M sold.

Based on aggregated 13F filings for Q3 2015.