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1,595 hedge funds and large institutions have $99.6B invested in Amgen in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 682 increasing their positions, 577 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 577

11% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 84

6% more funds holding in top 10

Funds holding in top 10: 7984 (+5)

4% more capital invested

Capital invested by funds: $95.7B → $99.6B (+$3.82B)

0% less funds holding

Funds holding: 1,6001,595 (-5)

0.62% less ownership

Funds ownership: 79.15%78.53% (-0.62%)

12% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $1.31B

Holders
1,595
Holders Change
-5
Holders Change %
-0.31%
% of All Funds
39.77%
Holding in Top 10
84
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.33%
% of All Funds
2.09%
New
93
Increased
682
Reduced
577
Closed
84
Calls
$1.14B
Puts
$1.31B
Net Calls
-$162M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
376
Central Trust Company
Missouri
$11.3M +$1.41M +8,681 +15%
JAFL
377
Jay A. Fishman Ltd
Michigan
$11.3M +$65.1K +400 +0.6%
MSR
378
Main Street Research
Connecticut
$11.2M -$532K -3,269 -5%
CNAM
379
Campbell Newman Asset Management
Wisconsin
$11.2M -$109K -673 -1%
LS
380
Livforsakringsbolaget Skandia
Sweden
$11.2M
FCM
381
Flinton Capital Management
Pennsylvania
$11.2M +$1.82M +11,220 +21%
ELC
382
Edgar Lomax Company
Virginia
$11.1M -$289K -1,775 -3%
AIA
383
Affinity Investment Advisors
California
$11.1M -$3.7M -22,760 -26%
RIL
384
Rothschild Investment LLC
Illinois
$10.9M +$91.6K +563 +0.9%
HTC
385
Haverford Trust Company
Pennsylvania
$10.8M +$134K +824 +1%
ACP
386
Ashfield Capital Partners
California
$10.8M +$4.28M +26,299 +73%
FCI
387
Financial Counselors Inc
Kansas
$10.7M +$4.07M +25,032 +67%
TTWM
388
TCV Trust & Wealth Management
Virginia
$10.7M +$284K +1,744 +3%
AG
389
Advisor Group
Arizona
$10.7M +$852K +5,241 +9%
LFM
390
Lumina Fund Management
New York
$10.7M
SIM
391
Spark Investment Management
New York
$10.6M +$2.03M +12,500 +26%
Bessemer Group
392
Bessemer Group
New Jersey
$10.5M -$1.24M -7,651 -11%
SGK
393
Steigerwald Gordon & Koch
Virginia
$10.4M +$313K +1,927 +3%
OAM
394
Origin Asset Management
United Kingdom
$10.4M -$6.64M -40,800 -40%
TU
395
TDAM USA
Ontario, Canada
$10.4M +$73K +449 +0.8%
MAM
396
Mastrapasqua Asset Management
Tennessee
$10.4M -$219K -1,346 -2%
CSIC
397
Clifford Swan Investment Counsel
California
$10.3M +$3.74K +23 +0%
EWA
398
EP Wealth Advisors
California
$10.2M +$425K +2,613 +5%
FWM
399
Frontier Wealth Management
Missouri
$10.2M +$116K +714 +1%
SMDAM
400
Sumitomo Mitsui DS Asset Management
Japan
$10M -$613K -3,769 -6%

AMGN Hedge Fund Activity: Q2 2017 in Review

1,595 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2017, worth a combined $99.6B — up 4% from $95.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMGN positions and 84 closed out — a net gain of 9 holders — while 682 added to existing stakes and 577 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $586M. The largest seller was Capital Research Global Investors, cutting an estimated $582M.

  • 1,595 institutional investors held Amgen (AMGN) as of Q2 2017, down from 1,600 in Q1 2017.
  • Funds reported $99.6B of Amgen stock for Q2 2017, up 4% quarter-over-quarter.
  • 93 funds opened new Amgen positions in Q2 2017 and 84 closed out, a net change of +9 holders.
  • The largest Amgen buyer in Q2 2017 was Janus Henderson Group, an estimated $586M added.
  • The largest Amgen seller in Q2 2017 was Capital Research Global Investors, an estimated $582M sold.

Based on aggregated 13F filings for Q2 2017.