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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
FWM
426
Frontier Wealth Management
Missouri
$8.14M +$2.95K +19 +0%
SC
427
SouthState Corp
Florida
$8.12M +$171K +1,103 +2%
PPCM
428
Pillar Pacific Capital Management
California
$8.09M +$407K +2,616 +5%
EFS
429
Essex Financial Services
Connecticut
$8.07M -$13.7K -88 -0.2%
JG
430
Jefferies Group
New York
$8.02M +$7.58M +48,723 +1,217%
DL
431
Delta Lloyd
Netherlands
$8.01M -$22.1K -142 -0.3%
SGK
432
Steigerwald Gordon & Koch
Virginia
$7.97M +$426K +2,739 +5%
GCC
433
Guardian Capital (Canada)
Ontario, Canada
$7.95M -$596K -3,833 -7%
TTWM
434
TCV Trust & Wealth Management
Virginia
$7.94M +$7.28M +46,843 +877%
NFA
435
Nuveen Fund Advisors
Illinois
$7.93M +$8.1M +52,091 New
WT
436
Washington Trust
Rhode Island
$7.91M +$157K +1,010 +2%
CRC
437
Curi RMB Capital
Illinois
$7.85M -$202K -1,301 -2%
FWIA
438
Fort Washington Investment Advisors
Ohio
$7.82M +$5.93M +38,134 +287%
AssetMark Inc
439
AssetMark Inc
California
$7.8M +$996K +6,409 +14%
BUB
440
BBVA USA Bancshares
Texas
$7.77M -$46K -296 -0.6%
CWM
441
CIBC World Markets
New York
$7.7M -$38.3M -246,333 -83%
CTC
442
Central Trust Company
Missouri
$7.69M +$278K +1,789 +4%
IR
443
IAT Reinsurance
New York
$7.61M
BAM
444
Baring Asset Management
United Kingdom
$7.61M -$70.1K -451 -0.9%
BPB
445
Badgley, Phelps & Bell
Washington
$7.58M +$3.37M +21,649 +77%
SBIA
446
Sheaff Brock Investment Advisors
Indiana
$7.53M -$485K -3,121 -6%
LSERS
447
Louisiana State Employees Retirement System
Louisiana
$7.5M -$155K -1,000 -2%
IHL
448
Investment House LLC
California
$7.41M +$34.7K +223 +0.5%
ACP
449
Ashfield Capital Partners
California
$7.4M
BAAM
450
Baker Avenue Asset Management
California
$7.39M -$1.36M -8,774 -15%

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.