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
FIG
1351
Fusion Investment Group
Pennsylvania
$15K +$16.6K +105 New
CFG
1352
CKW Financial Group
Hawaii
$14K
CFS
1353
Commonwealth Financial Services
West Virginia
$14K
CWM
1354
Cranbrook Wealth Management
Michigan
$14K
DRS
1355
Deane Retirement Strategies
Louisiana
$14K
FNBSF
1356
First National Bank Sioux Falls
South Dakota
$14K
SFWA
1357
Summit Financial Wealth Advisors
Louisiana
$13K
MA
1358
MCF Advisors
Kentucky
$10K +$11.8K +75 New
OFS
1359
Orrstown Financial Services
Pennsylvania
$10K +$11.8K +75 New
SMG
1360
Spectrum Management Group
Indiana
$9K
CIM
1361
Cambria Investment Management
California
$9K +$10.2K +65 New
IMS
1362
Index Management Solutions
Pennsylvania
$8K -$16.1K -102 -63%
NC
1363
NewSquare Capital
Pennsylvania
$8K
CCMW
1364
Cypress Capital Management (Wyoming)
Wyoming
$7.61K
NHFG
1365
New Harbor Financial Group
Massachusetts
$7K -$29.6K -188 -77%
HA
1366
Harfst & Associates
Wyoming
$7K
WIC
1367
Woodmont Investment Counsel
Tennessee
$6K -$7.88K -50 -55%
DA
1368
Dunvegan Associates
California
$6K
HCM
1369
Horrell Capital Management
Arkansas
$6K +$70.1K +445 New
RCG
1370
Ruggie Capital Group
Florida
$5K
AA
1371
ALPS Advisors
Colorado
$4.55K +$7.72K +49 +2%
KCPG
1372
Kavar Capital Partners Group
Kansas
$4K -$1.26K -8 -20%
AWS
1373
Aris Wealth Services
Pennsylvania
$3K -$58.5K -371 -94%
ACS
1374
Archford Capital Strategies
Illinois
$3K
PRS
1375
Pinkerton Retirement Specialists
Idaho
$3K

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.