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
MCM
1251
Marathon Capital Management
Maryland
$207K
MCC
1252
Mid Continent Capital
Illinois
$207K
SRC
1253
Stone Run Capital
New York
$207K
TF
1254
Trutina Financial
Washington
$207K
LA
1255
LVW Advisors
New York
$207K +$236K +1,496 New
MCM
1256
MV Capital Management
Maryland
$205K
SGS
1257
Sterling Global Strategies
California
$204K
ZIC
1258
ZWJ Investment Counsel
Georgia
$204K
HS
1259
HighVista Strategies
Massachusetts
$204K +$232K +1,473 New
ABTD
1260
Arvest Bank Trust Division
Oklahoma
$203K -$5.52K -35 -2%
ATC
1261
Adirondack Trust Company
New York
$196K +$12.6K +80 +6%
AW
1262
Alpha Windward
Massachusetts
$194K -$8.67K -55 -4%
EWM
1263
Endurance Wealth Management
Rhode Island
$191K +$11.8K +75 +6%
BEAM
1264
Baker Ellis Asset Management
Washington
$186K
PFBT
1265
Parkside Financial Bank & Trust
Missouri
$185K -$200K -1,271 -49%
DLHL
1266
Donald L. Hagan LLC
Florida
$184K
KCM
1267
Karp Capital Management
California
$181K +$202K +1,283 +5,832%
PA
1268
Perceptive Advisors
New York
$177K +$202K +1,280 New
CHP
1269
Cable Hill Partners
Oregon
$173K +$66.5K +422 +52%
PCTC
1270
Perkins Coie Trust Company
Washington
$172K
RFA
1271
Reilly Financial Advisors
California
$172K +$7.88K +50 +4%
AA
1272
Apriem Advisors
California
$163K +$28.4K +180 +18%
SFPIA
1273
Stevens First Principles Investment Advisors
California
$152K +$78.8K +500 +83%
JFA
1274
JNBA Financial Advisors
Minnesota
$151K +$84.3K +535 +96%
HCC
1275
Hirtle Callaghan & Co
Pennsylvania
$150K

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.