We are live on ! Find out more

1,344 hedge funds and large institutions have $98.1B invested in Amgen in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 533 increasing their positions, 481 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

17% more call options, than puts

Call options by funds: $927M | Put options by funds: $793M

11% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 481

0% more funds holding

Funds holding: 1,3401,344 (+4)

0% more capital invested

Capital invested by funds: $98B → $98.1B (+$130M)

2% less funds holding in top 10

Funds holding in top 10: 9997 (-2)

Holders
1,344
Holders Change
+4
Holders Change %
+0.3%
% of All Funds
35.81%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
2.58%
New
93
Increased
533
Reduced
481
Closed
74
Calls
$927M
Puts
$793M
Net Calls
+$134M
Net Calls Change
+$462M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1301
Brave Asset Management
New Jersey
$48K -$4.72K -30 -9%
VCM
1302
Vigilant Capital Management
Maine
$48K
LFR
1303
Lehman Financial Resources
Pennsylvania
$48K +$15.7K +100 +50%
M
1304
MOTCO
Texas
$46K
NHFG
1305
New Harbor Financial Group
Massachusetts
$39K
CAW
1306
Cornerstone Advisors (Washington)
Washington
$38K -$4.09K -26 -10%
HTHT
1307
Hemenway Trust Hemenway Trust
New Hampshire
$35K
RIA
1308
Regal Investment Advisors
Michigan
$32K -$15.7K -100 -33%
EWM
1309
Edge Wealth Management
New York
$32K -$1.89K -12 -6%
FWM
1310
Focused Wealth Management
New York
$32K
HF
1311
Hoxton Financial
West Virginia
$32K
TFO
1312
Tarbox Family Office
California
$32K
WA
1313
Winfield Associates
Ohio
$32K
IMS
1314
Index Management Solutions
Pennsylvania
$31K -$30.6K -194 -50%
SCP
1315
Syntal Capital Partners
Texas
$31K
JFA
1316
JNBA Financial Advisors
Minnesota
$30K
AWM
1317
AllSquare Wealth Management
New York
$28K
GXMC
1318
Global X Management Company
New York
$26K -$2.99K -19 -10%
KLWA
1319
Kelly Lawrence W & Associates
California
$26K
TDC
1320
Thompson Davis & Co
Virginia
$26K +$25.2K +160 New
RA
1321
Rational Advisors
New York
$24K -$15.4K -98 -40%
TC
1322
Trust Company
Kansas
$24K +$23.6K +150 New
Acadian Asset Management
1323
Acadian Asset Management
Massachusetts
$23K
WP
1324
WealthPLAN Partners
Nebraska
$22K +$21.6K +137 New
GWS
1325
Glassman Wealth Services
Virginia
$20K

AMGN Hedge Fund Activity: Q1 2015 in Review

1,344 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2015, worth a combined $98.1B — up 0.13% from $98B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMGN positions and 74 closed out — a net gain of 19 holders — while 533 added to existing stakes and 481 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $398M. The largest seller was Longview Partners, exiting entirely with an estimated $895M sold.

  • 1,344 institutional investors held Amgen (AMGN) as of Q1 2015, up from 1,340 in Q4 2014.
  • Funds reported $98.1B of Amgen stock for Q1 2015, up 0.13% quarter-over-quarter.
  • 93 funds opened new Amgen positions in Q1 2015 and 74 closed out, a net change of +19 holders.
  • The largest Amgen buyer in Q1 2015 was Janus Henderson Investors US, an estimated $398M added.
  • The largest Amgen seller in Q1 2015 was Longview Partners, an estimated $895M sold.

Based on aggregated 13F filings for Q1 2015.