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1,366 hedge funds and large institutions have $93B invested in Amgen in 2015 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 566 increasing their positions, 453 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 58

25% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 453

2% more funds holding

Funds holding: 1,3441,366 (+22)

5% less capital invested

Capital invested by funds: $98.1B → $93B (-$5.09B)

12% less funds holding in top 10

Funds holding in top 10: 9785 (-12)

30% less call options, than puts

Call options by funds: $926M | Put options by funds: $1.33B

Holders
1,366
Holders Change
+22
Holders Change %
+1.64%
% of All Funds
36.81%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
2.29%
New
94
Increased
566
Reduced
453
Closed
58
Calls
$926M
Puts
$1.33B
Net Calls
-$400M
Net Calls Change
-$534M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$14.3B -$6.8M -42,427 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.66B +$124M +772,602 +2%
Primecap Management
3
Primecap Management
California
$4.81B -$21.8M -136,322 -0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.77B -$808M -5,044,841 -14%
State Street
5
State Street
Massachusetts
$4.74B -$88.1M -549,805 -2%
BIT
6
BlackRock Institutional Trust
California
$3.18B -$20.6M -128,640 -0.6%
BFA
7
BlackRock Fund Advisors
California
$2.11B +$66.2M +413,187 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.82B +$10.6M +66,341 +0.6%
Invesco
9
Invesco
Georgia
$1.72B -$235M -1,467,230 -12%
Northern Trust
10
Northern Trust
Illinois
$1.66B +$25.1M +156,825 +1%
Franklin Resources
11
Franklin Resources
California
$1.63B -$5.92M -36,963 -0.3%
ClearBridge Investments
12
ClearBridge Investments
New York
$1.55B -$138M -862,513 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.46B -$64.3M -401,107 -4%
TP
14
Third Point
New York
$1.38B -$160M -1,000,000 -10%
JHIU
15
Janus Henderson Investors US
Colorado
$1.15B +$173M +1,077,485 +17%
BG
16
BlackRock Group
United Kingdom
$1.05B -$54.7M -341,587 -5%
Morgan Stanley
17
Morgan Stanley
New York
$1.04B +$77.5M +483,825 +8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$958M -$171K -1,067 -0%
Norges Bank
19
Norges Bank
Norway
$941M +$23.1M +144,443 +2%
TCIM
20
TIAA CREF Investment Management
New York
$674M -$54.7M -341,448 -7%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$669M -$16.7M -104,433 -2%
Deutsche Bank
22
Deutsche Bank
Germany
$632M +$61.4M +383,302 +10%
UBS AM
23
UBS AM
Illinois
$629M +$4.87M +30,418 +0.7%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$562M +$23.4M +146,218 +4%
WRF
25
Waddell & Reed Financial
Kansas
$533M -$69.9M -436,399 -11%

AMGN Hedge Fund Activity: Q2 2015 in Review

1,366 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2015, worth a combined $93B — down 5.2% from $98.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMGN positions and 58 closed out — a net gain of 36 holders — while 566 added to existing stakes and 453 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $230M. The largest seller was Fidelity Investments, cutting an estimated $808M.

  • 1,366 institutional investors held Amgen (AMGN) as of Q2 2015, up from 1,344 in Q1 2015.
  • Funds reported $93B of Amgen stock for Q2 2015, down 5.2% quarter-over-quarter.
  • 94 funds opened new Amgen positions in Q2 2015 and 58 closed out, a net change of +36 holders.
  • The largest Amgen buyer in Q2 2015 was Nordea Investment Management, an estimated $230M added.
  • The largest Amgen seller in Q2 2015 was Fidelity Investments, an estimated $808M sold.

Based on aggregated 13F filings for Q2 2015.