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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$12.9B
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.08B +$91.4M +579,660 +1%
State Street
3
State Street
Massachusetts
$4.23B -$50.7M -321,852 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.1B -$219M -1,388,958 -4%
Primecap Management
5
Primecap Management
California
$4.04B -$343M -2,175,817 -7%
BIT
6
BlackRock Institutional Trust
California
$2.83B -$46.2M -293,190 -1%
BFA
7
BlackRock Fund Advisors
California
$1.95B +$51.7M +327,744 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.64B +$3.2M +20,318 +0.2%
Invesco
9
Invesco
Georgia
$1.58B +$35.2M +223,274 +2%
Franklin Resources
10
Franklin Resources
California
$1.46B -$10.1M -64,054 -0.6%
Northern Trust
11
Northern Trust
Illinois
$1.42B -$83.9M -532,033 -5%
ClearBridge Investments
12
ClearBridge Investments
New York
$1.39B -$4.24M -26,913 -0.3%
TP
13
Third Point
New York
$1.36B +$134M +850,000 +9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.27B -$49.3M -313,032 -3%
JHIU
15
Janus Henderson Investors US
Colorado
$1.17B +$154M +975,635 +13%
Morgan Stanley
16
Morgan Stanley
New York
$960M +$29.8M +188,924 +3%
BG
17
BlackRock Group
United Kingdom
$941M -$6.61M -41,903 -0.6%
Norges Bank
18
Norges Bank
Norway
$896M +$54.9M +348,528 +6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$872M +$10.6M +67,376 +1%
TCIM
20
TIAA CREF Investment Management
New York
$780M +$197M +1,252,182 +29%
Bank of America
21
Bank of America
North Carolina
$580M +$206M +1,304,401 +45%
UBS AM
22
UBS AM
Illinois
$524M -$48.4M -307,080 -7%
Deutsche Bank
23
Deutsche Bank
Germany
$518M -$58M -367,812 -9%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$498M +$56.1M +355,798 +11%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$491M -$25M -158,488 -4%

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.