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Amgen
AMGN

1,340 hedge funds and large institutions have $98B invested in Amgen in 2014 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 448 increasing their positions, 510 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 54

32% more funds holding in top 10

Funds holding in top 10: 75 → 99 (+24)

12% more capital invested

Capital invested by funds: $87.2B → $98B (+$10.8B)

10% more funds holding

Funds holding: 1,222 → 1,340 (+118)

12% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 510

24% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.38B

Holders
1,340
Holders Change
+118
Holders Change %
+9.66%
% of All Funds
35.74%
Holding in Top 10
99
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+32%
% of All Funds
2.64%
New
187
Increased
448
Reduced
510
Closed
54
Calls
$1.05B
Puts
$1.38B
Net Calls
-$327M
Net Calls Change
-$308M

Top Buyers

Rank Fund Capital Flow
1
TP
Third Point
New York
+$1.46B
2
JHIU
Janus Henderson Investors US
Colorado
+$586M
3
MC
Montag & Caldwell
Georgia
+$222M
4
BA
BlackRock Advisors
Delaware
+$219M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$215M

Top Sellers

Rank Fund Capital Flow
1
ACM
Americafirst Capital Management
California
-$766M
2
Goldman Sachs
Goldman Sachs
New York
-$484M
3
CS
Credit Suisse
Switzerland
-$432M
4
JP
Jana Partners
New York
-$388M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$385M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1376
Capital Wealth Planning
Florida
– -$365K -2,600 Closed
IT
1377
Investors Trust
Texas
– -$335K -2,386 Closed
ICM
1378
IMS Capital Management
Oregon
– -$328K -2,336 Closed
CCM
1379
Check Capital Management
California
– -$281K -2,000 Closed
RGNCM
1380
R.G. Niederhoffer Capital Management
New York
– -$267K -1,900 Closed
HS
1381
HighVista Strategies
Massachusetts
– -$236K -1,682 Closed
HA
1382
Hamel Associates
New Jersey
– -$225K -1,600 Closed
GCIA
1383
Gabelli & Co Investment Advisers
New York
– -$211K -1,500 Closed
EA
1384
Emerald Advisers
Pennsylvania
– -$206K -1,464 Closed
MBE
1385
Michael B. Elefante
– -$165K -1,172 Closed
CA
1386
CapWealth Advisors
Tennessee
– -$140K -1,000 Closed
MHS
1387
M Holdings Securities
Oregon
– -$96K -759 Closed
TDC
1388
Thompson Davis & Co
Virginia
– -$102K -724 Closed
SCA
1389
Strategic Capital Alternatives
United States
– -$91K -647 Closed
SEC
1390
Seven Eight Capital
New York
– -$70.2K -500 Closed
PFO
1391
Pathstone Family Office
New Jersey
– -$45K -317 Closed
AFIA
1392
America First Investment Advisors
Nebraska
– -$28K -200 Closed
WA
1393
Waverly Advisors
Alabama
– -$7K -52 Closed
OSNBOA
1394
Old Second National Bank of Aurora
Illinois
– -$7K -50 Closed
52 53 54 55
56

AMGN Hedge Fund Activity: Q4 2014 in Review

1,340 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2014, worth a combined $98B — up 12% from $87.2B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new AMGN positions and 54 closed out — a net gain of 133 holders — while 448 added to existing stakes and 510 trimmed.

The largest buyer was Third Point, adding an estimated $1.46B. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $766M sold.

  • 1,340 institutional investors held Amgen (AMGN) as of Q4 2014, up from 1,222 in Q3 2014.
  • Funds reported $98B of Amgen stock for Q4 2014, up 12% quarter-over-quarter.
  • 187 funds opened new Amgen positions in Q4 2014 and 54 closed out, a net change of +133 holders.
  • The largest Amgen buyer in Q4 2014 was Third Point, an estimated $1.46B added.
  • The largest Amgen seller in Q4 2014 was Americafirst Capital Management, an estimated $766M sold.

Based on aggregated 13F filings for Q4 2014.