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1,542 hedge funds and large institutions have $85.1B invested in Amgen in 2016 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 630 increasing their positions, 567 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

78.1% more ownership

Funds ownership: 0%78.1% (+78%)

45% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 115

11% more repeat investments, than reductions

Existing positions increased: 630 | Existing positions reduced: 567

2% more funds holding

Funds holding: 1,5181,542 (+24)

13% less capital invested

Capital invested by funds: $98.3B → $85.1B (-$13.3B)

33% less funds holding in top 10

Funds holding in top 10: 9765 (-32)

35% less call options, than puts

Call options by funds: $850M | Put options by funds: $1.32B

Holders
1,542
Holders Change
+24
Holders Change %
+1.58%
% of All Funds
38.54%
Holding in Top 10
65
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-32.99%
% of All Funds
1.62%
New
167
Increased
630
Reduced
567
Closed
115
Calls
$850M
Puts
$1.32B
Net Calls
-$467M
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
XK
276
Xact Kapitalforvaltning
Sweden
$17.4M +$175K +1,161 +1%
RCM
277
RNC Capital Management
California
$17.3M +$493K +3,274 +3%
TAF
278
Tredje AP-fonden
Sweden
$17.2M -$472K -3,136 -3%
Bank of Nova Scotia
279
Bank of Nova Scotia
Ontario, Canada
$17.1M +$4.38M +29,116 +33%
EDRH
280
Edmond de Rothschild Holding
Switzerland
$17.1M +$1.11M +7,392 +7%
HIMC
281
Heritage Investors Management Corp
Maryland
$17M +$134K +892 +0.8%
PP
282
Paloma Partners
Connecticut
$16.9M +$9.26M +61,534 +114%
UB
283
UMB Bank
Missouri
$16.9M +$1.02M +6,788 +6%
CIM
284
Calvert Investment Management
Maryland
$16.8M -$2.16M -14,321 -11%
CA
285
Commerzbank Aktiengesellschaft
Germany
$16.7M +$8.54M +56,716 +99%
PFM
286
PacWest Financial Management
Arizona
$16.5M -$3.01K -20 -0.2%
BAM
287
Berkshire Asset Management
Pennsylvania
$16.3M +$5.02M +33,368 +43%
ZIG
288
Zurich Insurance Group
Switzerland
$16.3M -$360K -2,389 -2%
PP
289
Palladium Partners
Virginia
$16.1M +$498K +3,307 +3%
MOACM
290
Mutual of America Capital Management
New York
$15.9M +$961K +6,387 +6%
Envestnet Asset Management
291
Envestnet Asset Management
Illinois
$15.8M -$5.31M -35,309 -25%
SC
292
Stralem & Co
New York
$15.8M -$294K -1,955 -2%
CCT
293
Country Club Trust
Missouri
$15.7M +$1.79M +11,920 +12%
WG
294
Winton Group
United Kingdom
$15.7M -$20.2M -134,430 -56%
PHAM
295
Pacific Heights Asset Management
California
$15.6M -$151K -1,000 -0.9%
William Blair & Company
296
William Blair & Company
Illinois
$15.6M -$9.22M -61,286 -36%
PFM
297
Parsec Financial Management
North Carolina
$15.5M +$2.13M +14,132 +15%
SRC
298
Shufro Rose & Co
New York
$15.5M -$17.5K -116 -0.1%
ST
299
Sabal Trust
Florida
$15.4M -$2.93M -19,489 -16%
MMH
300
Menora Mivtachim Holdings
Israel
$15.4M

AMGN Hedge Fund Activity: Q4 2016 in Review

1,542 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2016, worth a combined $85.1B — down 13% from $98.3B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new AMGN positions and 115 closed out — a net gain of 52 holders — while 630 added to existing stakes and 567 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $624M. The largest seller was Capital Research Global Investors, cutting an estimated $2.02B.

  • 1,542 institutional investors held Amgen (AMGN) as of Q4 2016, up from 1,518 in Q3 2016.
  • Funds reported $85.1B of Amgen stock for Q4 2016, down 13% quarter-over-quarter.
  • 167 funds opened new Amgen positions in Q4 2016 and 115 closed out, a net change of +52 holders.
  • The largest Amgen buyer in Q4 2016 was Fidelity Investments, an estimated $624M added.
  • The largest Amgen seller in Q4 2016 was Capital Research Global Investors, an estimated $2.02B sold.

Based on aggregated 13F filings for Q4 2016.