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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
ADEF
301
Adams Diversified Equity Fund
Maryland
$15.3M +$15.7M +104,500 New
MIM
302
Marco Investment Management
Georgia
$15.2M +$3.53M +23,470 +29%
DIA
303
Denver Investment Advisors
Colorado
$15.2M +$52.4K +348 +0.3%
MSA
304
Mason Street Advisors
Wisconsin
$14.9M +$79.3K +527 +0.5%
SW
305
SVB Wealth
Massachusetts
$14.8M -$1.28M -8,504 -8%
FTIOP
306
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.7M -$1.92M -12,780 -11%
LIA
307
LS Investment Advisors
Michigan
$14.7M +$60.7K +403 +0.4%
PTC
308
Philadelphia Trust Company
Pennsylvania
$14.7M -$233K -1,550 -2%
Janus Henderson Group
309
Janus Henderson Group
United Kingdom
$14.5M +$1.61M +10,721 +12%
CI Investments Inc
310
CI Investments Inc
Ontario, Canada
$14.5M +$15M +99,400 New
PSUF
311
People's United Financial
Connecticut
$14.4M +$1.66M +11,000 +13%
Nomura Holdings
312
Nomura Holdings
Japan
$14.2M +$11.8M +78,308 +475%
AL
313
Airain Ltd
Guernsey
$14.1M -$1.57M -10,405 -10%
RSCM
314
Rock Springs Capital Management
Maryland
$14.1M +$376K +2,500 +3%
LIC
315
Lodestar Investment Counsel
Illinois
$14M +$180K +1,199 +1%
DJSG
316
D.J. St. Germain
Massachusetts
$13.8M +$2.94M +19,528 +26%
WB
317
WesBanco Bank
West Virginia
$13.5M +$83.4K +554 +0.6%
FLII
318
First Long Island Investors
New York
$13.3M +$233K +1,546 +2%
Calamos Advisors
319
Calamos Advisors
Illinois
$13.3M -$651K -4,324 -5%
ZIM
320
Zacks Investment Management
Illinois
$13.3M -$2.75M -18,258 -17%
LT
321
LJ Trust
Nevada
$13.3M
VWM
322
Valley Wealth Managers
New Jersey
$13.2M +$360K +2,395 +3%
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$13.1M +$13.1M +87,081 +3,951%
WBC
324
Westpac Banking Corp
Australia
$13M -$3.62M -24,048 -22%
QAM
325
QCI Asset Management
New York
$12.9M +$352K +2,341 +3%

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.