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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
HCP
1301
Holt Capital Partners
Texas
$90K
PR
1302
Payden & Rygel
California
$90K
MSFP
1303
Mark Sheptoff Financial Planning
Connecticut
$89K +$8.04K +51 +9%
PMFA
1304
Plante Moran Financial Advisors
Michigan
$87K -$25.9K -164 -21%
JWM
1305
Jackson Wealth Management
Florida
$79K +$89.8K +570 New
EDRE
1306
Edmond de Rothschild (Europe)
Luxembourg
$76K -$19.5K -124 -18%
TIM
1307
Tortoise Investment Management
New York
$76K
1832 Asset Management
1308
1832 Asset Management
Ontario, Canada
$73K +$19.7K +125 +31%
RPG
1309
Risk Paradigm Group
Texas
$69.2K
N
1310
Nuveen
North Carolina
$67.7K +$607K +3,854 +0.8%
OC
1311
Oakworth Capital
Alabama
$67K
TC
1312
Trust Company
Kansas
$66K
GXMC
1313
Global X Management Company
New York
$65K -$14.7K -93 -17%
EFSCE
1314
Enterprise Financial Services Corp (EFSC)
Missouri
$65K +$6.46K +41 +10%
ZB
1315
Zions Bancorporation
Utah
$64K +$62.4K +396 New
PSC
1316
Prentiss Smith & Co
Vermont
$63K
JWA
1317
JFS Wealth Advisors
Pennsylvania
$62K -$14K -89 -17%
HF
1318
Hoxton Financial
West Virginia
$62K +$39.4K +250 +125%
TSU
1319
TD Securities (USA)
New York
$60K -$48.5M -307,495 -100%
UFA
1320
US Financial Advisors
Massachusetts
$59K +$17.2K +109 +35%
KT
1321
Kanaly Trust
Texas
$57K -$17.8K -113 -21%
RI
1322
Redwood Investments
Massachusetts
$56K
BCM
1323
Blume Capital Management
California
$55K -$15.8K -100 -20%
CFN
1324
Cordasco Financial Network
Florida
$55K
SIG
1325
Stanford Investment Group
California
$53K

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.