We are live on ! Find out more

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
HCM
1201
Highlander Capital Management
New Jersey
$262K +$299K +1,900 New
SHA
1202
Smith Hayes Advisers
Nebraska
$261K -$10.9K -69 -4%
HCM
1203
Hall Capital Management
Rhode Island
$260K -$20.5K -130 -6%
SCM
1204
Stonebridge Capital Management
California
$256K +$7.88K +50 +3%
FCE
1205
Fiera Capital (Europe)
Cayman Islands
$255K
HI
1206
Hudock Inc
Pennsylvania
$255K +$946 +6 +0.3%
GIA
1207
Granite Investment Advisors
New Hampshire
$254K
FHA
1208
First Horizon Advisors
Tennessee
$249K +$12.8K +81 +5%
FA
1209
FCG Advisors
New Jersey
$249K +$283K +1,798 New
PLFAM
1210
Pineno Levin & Ford Asset Management
Virginia
$248K -$63.1K -400 -18%
HHGA
1211
Halbert Hargrove Global Advisors
California
$243K -$289K -1,831 -51%
CTI
1212
Community Trust & Investment
Kentucky
$243K -$5.52K -35 -2%
GC
1213
Garde Capital
Washington
$243K
WA
1214
WealthTrust-Arizona
Arizona
$242K
SSWM
1215
Sheets Smith Wealth Management
North Carolina
$242K +$158 +1 +0.1%
HCM
1216
Hollencrest Capital Management
California
$239K -$186K -1,178 -40%
CPA
1217
Court Place Advisors
Maryland
$239K
PPSG
1218
Princeton Portfolio Strategies Group
New Jersey
$239K +$3.15K +20 +1%
AIM
1219
Avity Investment Management
Connecticut
$239K +$251K +1,595 New
WA
1220
WBH Advisory
Maryland
$237K +$158 +1 +0.1%
MHIC
1221
Marble Harbor Investment Counsel
Massachusetts
$235K
WA
1222
WealthTrust Axiom
Pennsylvania
$235K
CFA
1223
Capstone Financial Advisors
Illinois
$232K -$4.89K -31 -2%
MC
1224
Maverick Capital
Texas
$232K
RIG
1225
Roosevelt Investment Group
New York
$230K -$13.7K -87 -5%

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.