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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
FP
351
Foundry Partners
Minnesota
$11.5M -$395K -2,625 -3%
SIM
352
Sentry Investment Management
Wisconsin
$11.5M +$205K +1,363 +2%
EB
353
Eastern Bank
Massachusetts
$11.5M +$456K +3,029 +4%
AC
354
Ascend Capital
California
$11.4M +$11.8M +78,319 New
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$11.4M +$6.79M +45,096 +138%
OPERF
356
Oregon Public Employees Retirement Fund
Oregon
$11.4M +$75.6K +502 +0.6%
NEI
357
Northwest & Ethical Investments
Ontario, Canada
$11.4M -$1.26M -8,378 -10%
LCM
358
LVM Capital Management
Michigan
$11M +$11.3M +75,290 New
CAI
359
Capital Advisors Inc
Oklahoma
$11M +$485K +3,225 +4%
TCM
360
Twin Capital Management
Pennsylvania
$11M -$45.1K -300 -0.4%
MCM
361
MAI Capital Management
Ohio
$11M +$949K +6,308 +9%
AssetMark Inc
362
AssetMark Inc
California
$11M +$2.13M +14,178 +23%
MAM
363
Martingale Asset Management
Massachusetts
$11M -$562K -3,733 -5%
SAM
364
Securian Asset Management
Minnesota
$10.9M +$15.7K +104 +0.1%
IRF
365
IBM Retirement Fund
New York
$10.9M -$21.7K -144 -0.2%
DCM
366
Decatur Capital Management
Georgia
$10.8M -$1.84M -12,195 -14%
DCM
367
Dupont Capital Management
Delaware
$10.7M -$2.06M -13,663 -16%
FT
368
Fiduciary Trust
Massachusetts
$10.7M +$1.37M +9,074 +14%
KCP
369
KDI Capital Partners
North Carolina
$10.6M +$10.9M +72,685 New
BF
370
BOK Financial
Oklahoma
$10.6M +$1.04M +6,884 +10%
DBT
371
Dubuque Bank & Trust
Iowa
$10.6M -$49.7K -330 -0.5%
TG
372
TCW Group
California
$10.6M -$3.81M -25,342 -26%
DnB Asset Management
373
DnB Asset Management
Norway
$10.6M +$587K +3,900 +6%
PAM
374
Palisade Asset Management
Minnesota
$10.5M -$909K -6,040 -8%
AC
375
Allstate Corporation
Illinois
$10.5M +$5.33M +35,423 +97%

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.