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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
MSFP
1126
Mark Sheptoff Financial Planning
Connecticut
$73K +$71.4K +589 New
FNYS
1127
First New York Securities
New York
$73K +$71.7K +591 New
TRCT
1128
Tower Research Capital (TRC)
New York
$68K -$444K -3,660 -87%
ACM
1129
Antonetti Capital Management
Florida
$68K -$78.8K -650 -54%
FIG
1130
Fusion Investment Group
Pennsylvania
$62K -$122K -1,010 -67%
BCM
1131
Blume Capital Management
California
$62K
OC
1132
Oakworth Capital
Alabama
$60K
GAM
1133
Gemmer Asset Management
California
$57K +$57K +470 New
NIM
1134
NuWave Investment Management
New Jersey
$55K -$1.22M -10,023 -96%
CFN
1135
Cordasco Financial Network
Florida
$49K +$48.5K +400 New
PSC
1136
Prentiss Smith & Co
Vermont
$48K +$121 +1 +0.3%
PIA
1137
Piedmont Investment Advisors
North Carolina
$45K -$2.67K -22 -6%
VCM
1138
Vigilant Capital Management
Maine
$42K +$4.49K +37 +12%
BAM
1139
Brave Asset Management
New Jersey
$41K
ZTNA
1140
Zions Trust National Association
Utah
$41K
RIA
1141
Regal Investment Advisors
Michigan
$38K +$970 +8 +3%
LFR
1142
Lehman Financial Resources
Pennsylvania
$37K
CCS
1143
Crosspoint Capital Strategies
California
$36K
M
1144
MOTCO
Texas
$36K
CFG
1145
CKW Financial Group
Hawaii
$32K
CAW
1146
Cornerstone Advisors (Washington)
Washington
$31K +$20.3K +167 +204%
NHFG
1147
New Harbor Financial Group
Massachusetts
$30K
PMFA
1148
Plante Moran Financial Advisors
Michigan
$29K -$9.34K -77 -25%
MPWT
1149
MassMutual Private Wealth & Trust
Connecticut
$26.9K +$18.2K +150 +221%
EWM
1150
Edge Wealth Management
New York
$26K +$24.3K +200 +1,667%

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.