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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
RBCM
376
Raub Brock Capital Management
California
$10.4M -$690K -4,583 -6%
MNA
377
Manning & Napier Advisors
New York
$10.4M +$377K +2,508 +4%
DL
378
Delta Lloyd
Netherlands
$10.3M +$2.03M +13,461 +24%
JAM
379
Jupiter Asset Management
United Kingdom
$10.3M
RC
380
RegentAtlantic Capital
New Jersey
$10.3M +$459K +3,047 +5%
SAM
381
Shell Asset Management
Netherlands
$10.3M -$1.97M -13,086 -16%
WAM
382
World Asset Management
Michigan
$10.3M -$942K -6,261 -8%
Handelsbanken Fonder
383
Handelsbanken Fonder
Sweden
$10.2M -$7.22M -48,000 -41%
BWP
384
Baldwin Wealth Partners
Massachusetts
$10.2M +$569K +3,780 +6%
RIL
385
Rothschild Investment LLC
Illinois
$10.1M +$824K +5,477 +9%
CFG
386
Citizens Financial Group
Rhode Island
$10M -$655K -4,353 -6%
WSFS
387
Wilmington Savings Fund Society
Delaware
$10M -$200K -1,332 -2%
CA
388
Cullinan Associates
Kentucky
$9.98M -$207K -1,376 -2%
Mirae Asset Global Investments
389
Mirae Asset Global Investments
South Korea
$9.94M +$2.71M +18,005 +36%
PGFC
390
Peapack-Gladstone Financial Corp
New Jersey
$9.92M +$138K +914 +1%
RHAM
391
Round Hill Asset Management
California
$9.92M +$10.2M +67,828 New
SCM
392
Sterling Capital Management
North Carolina
$9.91M +$3.49M +23,219 +52%
MSR
393
Main Street Research
Connecticut
$9.91M +$22.1K +147 +0.2%
WJA
394
Williams Jones & Associates
New York
$9.85M -$637K -4,234 -6%
B
395
Barings
North Carolina
$9.73M +$336K +2,230 +3%
JCM
396
Janney Capital Management
Pennsylvania
$9.69M -$1.7M -11,303 -15%
FWIA
397
Fort Washington Investment Advisors
Ohio
$9.68M +$344K +2,289 +4%
CNAM
398
Campbell Newman Asset Management
Wisconsin
$9.68M -$1.51M -10,020 -13%
AAM
399
Advisors Asset Management
Colorado
$9.66M +$853K +5,670 +9%
Cohen & Steers
400
Cohen & Steers
New York
$9.64M -$309K -2,055 -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.