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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
FANJ
1151
Financial Architects (New Jersey)
New Jersey
$27K +$26.4K +228 New
EWM
1152
Edge Wealth Management
New York
$25K
FWM
1153
Focused Wealth Management
New York
$24K
SAM
1154
Shamrock Asset Management
Texas
$24K
WA
1155
Winfield Associates
Ohio
$23K
SCP
1156
Syntal Capital Partners
Texas
$23K +$23.2K +200 New
Parallax Volatility Advisers
1157
Parallax Volatility Advisers
California
$22K -$4.49M -38,805 -100%
GXMC
1158
Global X Management Company
New York
$22K
BRWM
1159
B. Riley Wealth Management
Tennessee
$21K
TFO
1160
Tarbox Family Office
California
$20K
JFA
1161
JNBA Financial Advisors
Minnesota
$20K +$7.76K +67 +67%
KLWA
1162
Kelly Lawrence W & Associates
California
$19K
KT
1163
Kanaly Trust
Texas
$18K +$2.66K +23 +18%
NYLT
1164
New York Life Trust
New York
$14K -$143K -1,233 -91%
SCG
1165
Strategic Capital Group
Washington
$14K
RFS
1166
Rockefeller Financial Services
New York
$13K -$169K -1,457 -93%
FPCG
1167
Fort Pitt Capital Group
Pennsylvania
$12.3K -$116 -1 -1%
CFG
1168
CKW Financial Group
Hawaii
$12K -$18.2K -157 -61%
FNBSF
1169
First National Bank Sioux Falls
South Dakota
$12K
SIA
1170
SeaBridge Investment Advisors
New Jersey
$12K +$11.6K +100 New
HTHT
1171
Hemenway Trust Hemenway Trust
New Hampshire
$9K
SMG
1172
Spectrum Management Group
Indiana
$8K -$15.6K -135 -67%
WA
1173
Waverly Advisors
Alabama
$8K -$4.05K -35 -34%
MBT
1174
Monroe Bank & Trust
Michigan
$8K
PSI
1175
Pinnacle Summer Investments
Virginia
$8K

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.