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1,472 hedge funds and large institutions have $91.3B invested in Amgen in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 631 increasing their positions, 504 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

25% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 504

3% more funds holding

Funds holding: 1,4341,472 (+38)

2% more capital invested

Capital invested by funds: $89.5B → $91.3B (+$1.8B)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

21% less call options, than puts

Call options by funds: $792M | Put options by funds: $1B

Holders
1,472
Holders Change
+38
Holders Change %
+2.65%
% of All Funds
39.27%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.27%
New
112
Increased
631
Reduced
504
Closed
60
Calls
$792M
Puts
$1B
Net Calls
-$209M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MNA
376
Manning & Napier Advisors
New York
$10.6M +$10.8M +69,758 New
DC
377
Deere & Company
Illinois
$10.6M -$127K -814 -1%
CB
378
Commerce Bank
Missouri
$10.5M -$44.9K -289 -0.4%
ASA
379
Armstrong Shaw Associates
Connecticut
$10.4M -$11.3K -73 -0.1%
MSR
380
Main Street Research
Connecticut
$10.4M +$445K +2,862 +4%
UIM
381
USS Investment Management
United Kingdom
$10.4M +$715K +4,600 +7%
GD
382
Grandfield & Dodd
New York
$10.3M -$1.13M -7,250 -10%
AAM
383
Advisors Asset Management
Colorado
$10.3M +$1.32M +8,500 +14%
Creative Planning
384
Creative Planning
Kansas
$10.2M +$545K +3,503 +6%
CG
385
Colony Group
Massachusetts
$10.2M +$9.91M +63,770 +2,077%
PGFC
386
Peapack-Gladstone Financial Corp
New Jersey
$10.1M +$548K +3,524 +6%
WAM
387
Wallington Asset Management
Indiana
$10.1M +$163K +1,050 +2%
Cohen & Steers
388
Cohen & Steers
New York
$10M
MAM
389
Mastrapasqua Asset Management
Tennessee
$9.97M -$89.6K -576 -0.9%
RC
390
RegentAtlantic Capital
New Jersey
$9.9M +$47.6K +306 +0.5%
RIL
391
Rothschild Investment LLC
Illinois
$9.87M +$13.2K +85 +0.1%
JAFL
392
Jay A. Fishman Ltd
Michigan
$9.86M -$2.8K -18 -0%
TCM
393
Twin Capital Management
Pennsylvania
$9.76M +$1.43M +9,212 +17%
BWP
394
Baldwin Wealth Partners
Massachusetts
$9.73M -$1.52M -9,764 -13%
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$9.72M +$579K +3,727 +6%
KRS
396
Kentucky Retirement Systems
Kentucky
$9.72M -$810K -5,213 -8%
FT
397
Fiduciary Trust
Massachusetts
$9.71M +$107K +688 +1%
Bessemer Group
398
Bessemer Group
New Jersey
$9.69M -$98.3K -632 -1%
DnB Asset Management
399
DnB Asset Management
Norway
$9.67M +$187K +1,200 +2%
SCM
400
Shelton Capital Management
Colorado
$9.58M +$631K +4,058 +7%

AMGN Hedge Fund Activity: Q2 2016 in Review

1,472 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2016, worth a combined $91.3B — up 2% from $89.5B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AMGN positions and 60 closed out — a net gain of 52 holders — while 631 added to existing stakes and 504 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $241M. The largest seller was Royal London Asset Management, cutting an estimated $4.27B.

  • 1,472 institutional investors held Amgen (AMGN) as of Q2 2016, up from 1,434 in Q1 2016.
  • Funds reported $91.3B of Amgen stock for Q2 2016, up 2% quarter-over-quarter.
  • 112 funds opened new Amgen positions in Q2 2016 and 60 closed out, a net change of +52 holders.
  • The largest Amgen buyer in Q2 2016 was Nordea Investment Management, an estimated $241M added.
  • The largest Amgen seller in Q2 2016 was Royal London Asset Management, an estimated $4.27B sold.

Based on aggregated 13F filings for Q2 2016.