Amgen
AMGN
1,223 hedge funds and large institutions have $86.9B invested in Amgen in 2014 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 435 increasing their positions, 470 reducing their positions, and 58 closing their positions.
79% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 58
46% more funds holding in top 10
Funds holding in top 10: 52 → 76 (+24)
20% more capital invested
Capital invested by funds: $72.6B → $86.9B (+$14.3B)
3% more funds holding
Funds holding: 1,186 → 1,223 (+37)
0.37% more ownership
Funds ownership: 80.93% → 81.3% (+0.37%)
1% less call options, than puts
Call options by funds: $1.04B | Put options by funds: $1.05B
7% less repeat investments, than reductions
Existing positions increased: 435 | Existing positions reduced: 470
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$425M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$387M |
| 3 |
JP
Jana Partners
New York
|
+$361M |
| 4 |
Goldman Sachs
New York
|
+$355M |
| 5 |
D.E. Shaw & Co
New York
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$743M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$403M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$292M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$166M |
| 5 |
Two Sigma Investments
New York
|
-$125M |
AMGN Hedge Fund Activity: Q3 2014 in Review
1,223 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2014, worth a combined $86.9B — up 20% from $72.6B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new AMGN positions and 58 closed out — a net gain of 46 holders — while 435 added to existing stakes and 470 trimmed.
The largest buyer was Credit Suisse, adding an estimated $425M. The largest seller was Norges Bank, cutting an estimated $743M.
- 1,223 institutional investors held Amgen (AMGN) as of Q3 2014, up from 1,186 in Q2 2014.
- Funds reported $86.9B of Amgen stock for Q3 2014, up 20% quarter-over-quarter.
- 104 funds opened new Amgen positions in Q3 2014 and 58 closed out, a net change of +46 holders.
- The largest Amgen buyer in Q3 2014 was Credit Suisse, an estimated $425M added.
- The largest Amgen seller in Q3 2014 was Norges Bank, an estimated $743M sold.
Based on aggregated 13F filings for Q3 2014.