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1,185 hedge funds and large institutions have $72.6B invested in Amgen in 2014 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 448 increasing their positions, 457 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 75

8% more call options, than puts

Call options by funds: $702M | Put options by funds: $653M

0% more funds holding

Funds holding: 1,1801,185 (+5)

2% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 457

4% less capital invested

Capital invested by funds: $75.7B → $72.6B (-$3.15B)

24% less funds holding in top 10

Funds holding in top 10: 6852 (-16)

Holders
1,185
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
34.06%
Holding in Top 10
52
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-23.53%
% of All Funds
1.49%
New
88
Increased
448
Reduced
457
Closed
75
Calls
$702M
Puts
$653M
Net Calls
+$49.7M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$11B +$1.18B +10,213,473 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.57B +$67M +578,934 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.44B -$1.47B -12,703,259 -25%
Primecap Management
4
Primecap Management
California
$3.77B -$35.6M -307,900 -1%
State Street
5
State Street
Massachusetts
$3.73B +$125M +1,080,248 +4%
BIT
6
BlackRock Institutional Trust
California
$2.45B +$6.98M +60,269 +0.3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.13B -$128M -1,103,868 -6%
Invesco
8
Invesco
Georgia
$1.56B -$312M -2,698,629 -17%
Franklin Resources
9
Franklin Resources
California
$1.37B -$4.28M -36,976 -0.3%
BFA
10
BlackRock Fund Advisors
California
$1.36B -$34.4M -297,055 -3%
Norges Bank
11
Norges Bank
Norway
$1.35B +$658M +5,687,992 +100%
ClearBridge Investments
12
ClearBridge Investments
New York
$1.31B +$227M +1,962,918 +22%
Northern Trust
13
Northern Trust
Illinois
$1.31B +$1.08M +9,331 +0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.23B -$112M -964,351 -8%
BG
15
BlackRock Group
United Kingdom
$734M +$2.45M +21,140 +0.3%
LP
16
Longview Partners
Guernsey
$688M +$35.2M +304,165 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$675M -$4.4M -38,038 -0.7%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$591M -$7.23M -62,464 -1%
Morgan Stanley
19
Morgan Stanley
New York
$578M +$133M +1,148,027 +31%
TCIM
20
TIAA CREF Investment Management
New York
$552M -$67.7M -584,715 -11%
Deutsche Bank
21
Deutsche Bank
Germany
$521M +$79M +682,634 +18%
Ameriprise
22
Ameriprise
Minnesota
$502M -$214M -1,848,066 -30%
PP
23
Prudential plc
United Kingdom
$492M +$344M +2,974,701 +252%
UBS AM
24
UBS AM
Illinois
$482M +$27.6M +238,201 +6%
WRF
25
Waddell & Reed Financial
Kansas
$473M +$72.3M +624,533 +19%

AMGN Hedge Fund Activity: Q2 2014 in Review

1,185 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2014, worth a combined $72.6B — down 4.2% from $75.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMGN positions and 75 closed out — a net gain of 13 holders — while 448 added to existing stakes and 457 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.18B. The largest seller was Fidelity Investments, cutting an estimated $1.47B.

  • 1,185 institutional investors held Amgen (AMGN) as of Q2 2014, up from 1,180 in Q1 2014.
  • Funds reported $72.6B of Amgen stock for Q2 2014, down 4.2% quarter-over-quarter.
  • 88 funds opened new Amgen positions in Q2 2014 and 75 closed out, a net change of +13 holders.
  • The largest Amgen buyer in Q2 2014 was Capital Research Global Investors, an estimated $1.18B added.
  • The largest Amgen seller in Q2 2014 was Fidelity Investments, an estimated $1.47B sold.

Based on aggregated 13F filings for Q2 2014.