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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
WAM
401
Wallington Asset Management
Indiana
$9.62M +$30.1K +200 +0.3%
Bessemer Group
402
Bessemer Group
New Jersey
$9.53M +$2.17M +14,390 +28%
RPAM
403
Rhenman & Partners Asset Management
Sweden
$9.5M +$1.51M +10,000 +18%
CB
404
Commerce Bank
Missouri
$9.34M -$535K -3,553 -5%
MAM
405
Mastrapasqua Asset Management
Tennessee
$9.16M +$23K +153 +0.2%
JAFL
406
Jay A. Fishman Ltd
Michigan
$9.08M -$90.3K -600 -1%
LFM
407
Lumina Fund Management
New York
$9.05M
HAIM
408
Hunter Associates Investment Management
Pennsylvania
$9.04M +$222K +1,475 +2%
GD
409
Grandfield & Dodd
New York
$9.03M -$340K -2,260 -4%
Fayez Sarofim & Co
410
Fayez Sarofim & Co
Texas
$8.97M +$4.03M +26,779 +77%
HTC
411
Haverford Trust Company
Pennsylvania
$8.93M +$3.41M +22,654 +59%
GCC
412
Guardian Capital (Canada)
Ontario, Canada
$8.93M -$94.1K -625 -1%
TU
413
TDAM USA
Ontario, Canada
$8.81M -$155K -1,029 -2%
CSIC
414
Clifford Swan Investment Counsel
California
$8.8M +$439K +2,917 +5%
SCM
415
Shelton Capital Management
Colorado
$8.72M -$30.1K -200 -0.3%
QIM
416
Quest Investment Management
Oregon
$8.68M +$8.61M +57,180 +2,609%
CIA
417
CCM Investment Advisers
South Carolina
$8.67M +$148K +982 +2%
BT
418
Beacon Trust
New Jersey
$8.67M -$1.61M -10,701 -15%
CTA
419
Chesley Taft & Associates
Illinois
$8.64M +$7.88M +52,370 +780%
CFB
420
Cullen/Frost Bankers
Texas
$8.59M -$71.6K -476 -0.8%
TTWM
421
TCV Trust & Wealth Management
Virginia
$8.53M +$367K +2,436 +4%
SC
422
SouthState Corp
Florida
$8.37M +$512K +3,404 +6%
SMDAM
423
Sumitomo Mitsui DS Asset Management
Japan
$8.22M -$297K -1,971 -3%
CTC
424
Central Trust Company
Missouri
$8.21M +$978K +6,499 +13%
SGK
425
Steigerwald Gordon & Koch
Virginia
$8.18M +$419K +2,785 +5%

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.