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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
FM
451
Foster & Motley
Ohio
$7.34M +$349K +2,245 +5%
AIP
452
Ameritas Investment Partners
Nebraska
$7.27M +$177K +1,138 +2%
Mackenzie Financial
453
Mackenzie Financial
Ontario, Canada
$7.26M -$513K -3,300 -6%
ECM
454
Estabrook Capital Management
New York
$7.21M +$1.48M +9,489 +25%
Mirae Asset Global Investments
455
Mirae Asset Global Investments
South Korea
$7.17M -$528K -3,395 -7%
GC
456
Gratus Capital
Georgia
$7.15M +$1.24K +8 +0%
LSA
457
L & S Advisors
California
$7.12M +$7.27M +46,785 New
BF
458
BOK Financial
Oklahoma
$7.07M -$1.59M -10,240 -18%
HFS
459
HL Financial Services
Kentucky
$7.06M -$1.71K -11 -0%
MPM
460
Meritage Portfolio Management
Kansas
$7.01M -$89.7K -577 -1%
NA
461
Navellier & Associates
Nevada
$6.95M +$199K +1,278 +3%
CCFCSB
462
Cape Cod Five Cents Savings Bank
Massachusetts
$6.83M +$182K +1,171 +3%
PP
463
PDT Partners
New York
$6.8M +$1.45M +9,300 +26%
AAF
464
Andra AP-fonden
Sweden
$6.75M -$731K -4,700 -10%
CCM
465
Covington Capital Management
California
$6.72M +$981K +6,312 +17%
FVCM
466
F&V Capital Management
Florida
$6.6M -$70.7K -455 -1%
GW
467
GW & Wade
Massachusetts
$6.58M +$6.06M +39,009 +921%
EGA
468
Eagle Global Advisors
Texas
$6.5M +$7.15K +46 +0.1%
LBC
469
Lowe Brockenbrough & Co
Virginia
$6.47M +$136K +873 +2%
AMI
470
Amica Mutual Insurance
Rhode Island
$6.43M
CIP
471
Convergence Investment Partners
Florida
$6.39M -$2.74M -17,633 -30%
BIM
472
Bogle Investment Management
Massachusetts
$6.3M +$6.43M +41,386 New
Dodge & Cox
473
Dodge & Cox
California
$6.28M -$358K -2,300 -5%
YIA
474
YHB Investment Advisors
Connecticut
$6.28M +$446K +2,866 +7%
RCM
475
Riverhead Capital Management
Delaware
$6.25M -$8.95M -57,566 -45%

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.