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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
NCM
1326
Nelson Capital Management
California
$49K
BWA
1327
Burt Wealth Advisors
Maryland
$48K +$55.2K +350 New
PSI
1328
Pinnacle Summer Investments
Virginia
$44K -$8.83K -56 -15%
CAW
1329
Cornerstone Advisors (Washington)
Washington
$42K +$8.51K +54 +21%
PG
1330
Patten Group
Tennessee
$41.5K
BAM
1331
Brave Asset Management
New Jersey
$41K
M
1332
MOTCO
Texas
$39K -$315 -2 -0.7%
TFO
1333
Tarbox Family Office
California
$34K +$6.78K +43 +21%
HTHT
1334
Hemenway Trust Hemenway Trust
New Hampshire
$31K
WA
1335
Winfield Associates
Ohio
$31K
EWM
1336
Edge Wealth Management
New York
$31K +$3.94K +25 +13%
BCM
1337
Brookstone Capital Management
Illinois
$28K -$45.1K -286 -58%
FWM
1338
Focused Wealth Management
New York
$28K
TDC
1339
Thompson Davis & Co
Virginia
$28K +$6.46K +41 +26%
LFR
1340
Lehman Financial Resources
Pennsylvania
$27K
SCP
1341
Syntal Capital Partners
Texas
$27K
SIM
1342
Sonora Investment Management
Arizona
$25K +$26.6K +169 New
AWM
1343
AllSquare Wealth Management
New York
$24K
RA
1344
Rational Advisors
New York
$21K
SHJ
1345
Sharkey, Howes & Javer
Colorado
$21K
LOCC
1346
Lombard Odier & Cie (Canada)
Quebec, Canada
$21K +$23.6K +150 New
TRCT
1347
Tower Research Capital (TRC)
New York
$17K -$107K -676 -85%
LWM
1348
LBA Wealth Management
Florida
$17K -$78.8K -500 -80%
GWS
1349
Glassman Wealth Services
Virginia
$17K
RAM
1350
Riggs Asset Management
Pennsylvania
$15K

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.