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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
NYLT
1226
New York Life Trust
New York
$230K +$315 +2 +0.1%
DLCIG
1227
D.L. Carlson Investment Group
New Hampshire
$228K
WA
1228
WFG Advisors
Texas
$226K +$4.26K +27 +2%
AIM
1229
Ada Investment Management
New York
$226K +$258K +1,634 New
PHIMC
1230
Private Harbour Investment Management & Counsel
Ohio
$225K
SSIA
1231
Spero-Smith Investment Advisers
Ohio
$225K
TFF
1232
The Family Firm
Maryland
$225K +$315 +2 +0.1%
SAM
1233
Sawgrass Asset Management
Florida
$223K
SSI
1234
Scott & Selber Inc
Texas
$223K +$255K +1,615 New
VCP
1235
Vista Capital Partners
Oregon
$222K
BCM
1236
Bridgeway Capital Management
Texas
$221K -$3.23M -20,500 -93%
B
1237
Bellecapital
Switzerland
$221K
CPS
1238
Counsel Portfolio Services
Ontario, Canada
$221K
ZDA
1239
Zweig-DiMenna Associates
New York
$221K
GIM
1240
Goelzer Investment Management
Indiana
$220K
CD
1241
Carl Domino
Florida
$215K -$39.4K -250 -14%
CPSAC
1242
Chas P. Smith & Associates (CPS)
Florida
$215K -$31.5K -200 -11%
RMAM
1243
Raab & Moskowitz Asset Management
New Jersey
$214K -$28.5K -181 -10%
TCB
1244
Texas Capital Bancshares
Texas
$213K +$6.46K +41 +3%
TSS
1245
Two Sigma Securities
New York
$212K -$29.6K -188 -11%
CCA
1246
Conestoga Capital Advisors
Pennsylvania
$212K
VFA
1247
Virtus Fund Advisers
Connecticut
$210K
VHAM
1248
Van Hulzen Asset Management
California
$208K +$238K +1,507 New
RCM
1249
Reynolds Capital Management
Nevada
$207K -$142K -900 -38%
CTA
1250
Colonial Trust Advisors
South Carolina
$207K

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.