We are live on ! Find out more
AMGN icon

Amgen
AMGN

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: 52 → 68 (+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: 1,155 → 1,182 (+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

Top Buyers

Rank Fund Capital Flow
1
LP
Longview Partners
Guernsey
+$668M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$617M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$294M
4
OH
Orbis Holdings
Bermuda
+$156M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$131M

Top Sellers

Rank Fund Capital Flow
1
Primecap Management
Primecap Management
California
-$406M
2
Invesco
Invesco
Georgia
-$212M
3
JHIU
Janus Henderson Investors US
Colorado
-$207M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$161M
5
American Century Companies
American Century Companies
Missouri
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1226
Marble Harbor Investment Counsel
Massachusetts
– -$285K -2,500 Closed
MWAC
1227
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$268K -2,350 Closed
CI
1228
Chartist Inc
California
– -$266K -2,312 Closed
CBN
1229
Cadence Bank NA
Texas
– -$254K -2,228 Closed
BSB
1230
Bangor Savings Bank
Maine
– -$230K -2,014 Closed
CIBC World Market
1231
CIBC World Market
Ontario, Canada
– -$209K -1,835 Closed
CMBA
1232
C.M. Bidwell & Associates
Hawaii
– -$52K -455 Closed
SHWM
1233
Smith & Howard Wealth Management
Georgia
– -$34K -300 Closed
EU
1234
Emory University
Georgia
– -$15K -137 Closed
ACM
1235
Aviance Capital Management
Florida
– -$6K -50 Closed
FMP
1236
Financial Management Professionals
Texas
– -$4K -37 Closed
WCM
1237
Wealthcare Capital Management
Virginia
– -$3K -25 Closed
SMA
1238
Simply Money Advisors
Ohio
– -$2K -20 Closed
IFWM
1239
Institute for Wealth Management
Colorado
– -$1K -8 Closed
BCMIO
1240
Beacon Capital Management Inc (Ohio)
Ohio
– +$121 +1 New
46 47 48 49
50

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.