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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
FCBT
401
First Citizens Bank & Trust
North Carolina
$9.53M -$2.31M -14,863 -19%
BPM
402
Bowling Portfolio Management
Ohio
$9.5M +$106K +684 +1%
LFM
403
Lumina Fund Management
New York
$9.42M
HAIM
404
Hunter Associates Investment Management
Pennsylvania
$9.4M -$98.3K -632 -1%
DBT
405
Dubuque Bank & Trust
Iowa
$9.37M +$3.31M +21,293 +53%
RPAM
406
Rhenman & Partners Asset Management
Sweden
$9.36M +$2.57M +16,500 +37%
TU
407
TDAM USA
Ontario, Canada
$9.35M -$54.6K -351 -0.6%
CAM
408
Cidel Asset Management
Ontario, Canada
$9.34M +$523K +3,365 +6%
WT
409
Whittier Trust
California
$9.18M -$23K -148 -0.2%
CFB
410
Cullen/Frost Bankers
Texas
$9.16M -$7.93K -51 -0.1%
COPPSERS
411
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.15M +$674K +4,337 +8%
PWLP
412
Prio Wealth Limited Partnership
Massachusetts
$9.14M -$27.2K -175 -0.3%
RFC
413
Regions Financial Corp
Alabama
$9.08M -$210K -1,350 -2%
CTA
414
Chesley Taft & Associates
Illinois
$8.99M +$49K +315 +0.5%
CC
415
Cornerstone Capital
California
$8.98M +$120K +775 +1%
EWA
416
EP Wealth Advisors
California
$8.98M +$6.84M +43,968 +292%
HP
417
Hikari Power
Japan
$8.95M +$1.37M +8,800 +18%
DADC
418
D.A. Davidson & Co
Montana
$8.87M +$2.67M +17,146 +42%
SMDAM
419
Sumitomo Mitsui DS Asset Management
Japan
$8.81M +$151K +969 +2%
IA
420
Icon Advisers
Colorado
$8.61M +$4.14M +26,600 +89%
AC
421
AFAM Capital
Texas
$8.58M -$42K -270 -0.5%
FP
422
Foundry Partners
Minnesota
$8.49M +$8.67M +55,785 New
BB
423
Busey Bank
Illinois
$8.35M +$73.1K +470 +0.9%
CSIC
424
Clifford Swan Investment Counsel
California
$8.27M -$731K -4,699 -8%
CBOA
425
Commonwealth Bank of Australia
Australia
$8.21M +$305K +1,963 +4%

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.