Amgen
AMGN
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.
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: 1,180 → 1,185 (+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: 68 → 52 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.18B |
| 2 |
Norges Bank
Oslo,
Norway
|
+$658M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$344M |
| 4 |
ClearBridge Investments
New York
|
+$227M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.47B |
| 2 |
Invesco
Atlanta,
Georgia
|
-$312M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$220M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$214M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$212M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
1251
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$99K | -800 | Closed |
|
|
SC
1252
Saiers Capital
New York
| – | -$99K | -800 | Closed |
|
|
FNYS
1253
First New York Securities
New York
| – | -$73K | -591 | Closed |
|
|
ACH
1254
ArrowMark Colorado Holdings
Denver,
Colorado
| – | -$14K | -113 | Closed |
|
|
LWA
1255
Lenox Wealth Advisors
New York
| – | -$6K | -50 | Closed |
|
|
JT
1256
Jump Trading
Chicago,
Illinois
| – | -$4.63K | -40 | Closed |
|
|
IWC
1257
Integrated Wealth Counsel
Carmel,
California
| – | -$3K | -28 | Closed |
|
|
MIM
1258
Macroview Investment Management
Bethesda,
Maryland
| – | -$1K | -6 | Closed |
|
1259
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$11.3M | +97,797 | +6% |
|
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.