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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
IWMPD
1276
Integrated Wealth Management (Palm Desert)
California
$147K +$315 +2 +0.2%
CAL
1277
Capital Advisors Ltd
Ohio
$147K +$788 +5 +0.5%
GAM
1278
Gemmer Asset Management
California
$140K
CA
1279
CapWealth Advisors
Tennessee
$138K
PO
1280
Private Ocean
California
$138K +$158K +1,000 New
NEAM
1281
New England Asset Management
Connecticut
$134K
CFSG
1282
Community Financial Services Group
Vermont
$133K
VCM
1283
Vigilant Capital Management
Maine
$131K +$7.57K +48 +5%
RIA
1284
Regal Investment Advisors
Michigan
$127K +$102K +644 +229%
HDIM
1285
Hanson & Doremus Investment Management
Vermont
$125K -$3.15K -20 -2%
DAM
1286
Delta Asset Management
Tennessee
$124K -$41.8K -265 -23%
MFBTD
1287
MB Financial Bank - Trust Department
Illinois
$120K +$10.4K +66 +8%
EDRS
1288
Edmond de Rothschild (Suisse)
Switzerland
$111K -$8.04K -51 -6%
IP
1289
Isthmus Partners
Wisconsin
$111K
BL
1290
Balentine LLC
Georgia
$110K +$80.5K +511 +178%
AC
1291
Alexandria Capital
Virginia
$109K +$8.35K +53 +7%
CTB
1292
Country Trust Bank
Illinois
$108K -$3.94K -25 -3%
MUS
1293
Mitsubishi UFJ Securities
Japan
$100K -$34.7K -220 -23%
BKA
1294
Brick & Kyle Associates
Pennsylvania
$99K
OAM
1295
Orinda Asset Management
California
$98K +$112K +709 New
SAC
1296
Smith Affiliated Capital
New York
$97.5K
LBG
1297
Lloyds Banking Group
United Kingdom
$97K
LOT
1298
Lombard Odier Transatlantic
Quebec, Canada
$97K
TJHA
1299
Thomas J. Herzfeld Advisors
Florida
$97K +$31.5K +200 +40%
VNA
1300
Valley National Advisers
Pennsylvania
$92K +$158 +1 +0.1%

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.