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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
HF
1151
Hoxton Financial
West Virginia
$25K -$42.8K -353 -64%
FWM
1152
Focused Wealth Management
New York
$25K -$24.3K -200 -50%
SMG
1153
Spectrum Management Group
Indiana
$25K
WA
1154
Winfield Associates
Ohio
$25K
SAM
1155
Shamrock Asset Management
Texas
$25K +$24.3K +200 New
NCM
1156
Nelson Capital Management
California
$23K +$9.7K +80 +73%
GXMC
1157
Global X Management Company
New York
$22K -$7.64K -63 -26%
BRWM
1158
B. Riley Wealth Management
Tennessee
$22K +$22.1K +182 New
TFO
1159
Tarbox Family Office
California
$21K
KLWA
1160
Kelly Lawrence W & Associates
California
$20K +$7.52K +62 +62%
KT
1161
Kanaly Trust
Texas
$16K +$15.5K +128 New
SCG
1162
Strategic Capital Group
Washington
$15K +$14.3K +118 New
ACH
1163
ArrowMark Colorado Holdings
Colorado
$14K
WA
1164
Waverly Advisors
Alabama
$13K -$11K -91 -47%
FPCG
1165
Fort Pitt Capital Group
Pennsylvania
$12.9K
FNBSF
1166
First National Bank Sioux Falls
South Dakota
$12K
JFA
1167
JNBA Financial Advisors
Minnesota
$12K
OSNBOA
1168
Old Second National Bank of Aurora
Illinois
$12K
HTHT
1169
Hemenway Trust Hemenway Trust
New Hampshire
$9K +$8.73K +72 New
MBT
1170
Monroe Bank & Trust
Michigan
$8K +$8.25K +68 New
LWA
1171
Lenox Wealth Advisors
New York
$6K
PSI
1172
Pinnacle Summer Investments
Virginia
$6K
JT
1173
Jump Trading
Illinois
$5K -$84.3K -695 -95%
HCM
1174
Horrell Capital Management
Arkansas
$5K
DA
1175
Dunvegan Associates
California
$5K +$4.85K +40 New

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.