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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
LWM
1126
LBA Wealth Management
Florida
$74K
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$70K
JWA
1128
JFS Wealth Advisors
Pennsylvania
$66K -$197K -1,700 -75%
ACM
1129
Antonetti Capital Management
Florida
$65K
BCM
1130
Blume Capital Management
California
$59K
FIG
1131
Fusion Investment Group
Pennsylvania
$59K
OC
1132
Oakworth Capital
Alabama
$58K
GAM
1133
Gemmer Asset Management
California
$56K
ICM
1134
ICC Capital Management
Florida
$47K -$226K -1,950 -83%
CFN
1135
Cordasco Financial Network
Florida
$47K
PSC
1136
Prentiss Smith & Co
Vermont
$46K +$232 +2 +0.5%
NCM
1137
Nelson Capital Management
California
$41K +$18.5K +160 +84%
VCM
1138
Vigilant Capital Management
Maine
$40K
PIA
1139
Piedmont Investment Advisors
North Carolina
$39.5K -$3.59K -31 -8%
BAM
1140
Brave Asset Management
New Jersey
$39K
ZTNA
1141
Zions Trust National Association
Utah
$39K
RIA
1142
Regal Investment Advisors
Michigan
$36K -$926 -8 -3%
LFR
1143
Lehman Financial Resources
Pennsylvania
$36K
WF
1144
WealthTrust Fairport
Ohio
$36K +$34.7K +300 +3,750%
M
1145
MOTCO
Texas
$34K
HF
1146
Hoxton Financial
West Virginia
$30K +$6.6K +57 +29%
KPCM
1147
Kings Point Capital Management
New York
$30K +$28.9K +250 New
MPWT
1148
MassMutual Private Wealth & Trust
Connecticut
$29.9K +$4.05K +35 +16%
CAW
1149
Cornerstone Advisors (Washington)
Washington
$29K -$695 -6 -2%
NHFG
1150
New Harbor Financial Group
Massachusetts
$29K

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.