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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
N
451
Natixis
France
$7.12M +$4.3M +28,579 +142%
EAM
452
EverPoint Asset Management
Connecticut
$7.02M +$7.22M +48,000 New
BUB
453
BBVA USA Bancshares
Texas
$6.97M -$372K -2,469 -5%
FM
454
Foster & Motley
Ohio
$6.9M -$127K -845 -2%
NFA
455
Nuveen Fund Advisors
Illinois
$6.9M -$753K -5,004 -10%
HP
456
Hikari Power
Japan
$6.9M -$1.75M -11,600 -20%
EWA
457
EP Wealth Advisors
California
$6.9M -$997K -6,625 -11%
PAG
458
Private Advisor Group
New Jersey
$6.84M +$2.02M +13,417 +44%
LSERS
459
Louisiana State Employees Retirement System
Louisiana
$6.84M -$120K -800 -2%
FCBT
460
First Citizens Bank & Trust
North Carolina
$6.78M -$2.42M -16,108 -26%
CCFCSB
461
Cape Cod Five Cents Savings Bank
Massachusetts
$6.78M +$114K +757 +2%
CCM
462
Copeland Capital Management
Pennsylvania
$6.73M +$4.42M +29,387 +176%
MPM
463
Meritage Portfolio Management
Kansas
$6.65M -$54.5K -362 -0.8%
CCM
464
Covington Capital Management
California
$6.61M -$552K -3,669 -8%
AIP
465
Ameritas Investment Partners
Nebraska
$6.6M +$592K +3,934 +10%
FVCM
466
F&V Capital Management
Florida
$6.57M +$219K +1,455 +3%
ACP
467
Ashfield Capital Partners
California
$6.52M -$562K -3,733 -8%
ACI
468
Alpha Cubed Investments
California
$6.49M +$89.8K +597 +1%
SSP
469
Sapphire Star Partners
Washington
$6.43M -$347K -2,304 -5%
FCM
470
Flinton Capital Management
Pennsylvania
$6.4M +$6.59M +43,758 New
SWP
471
Stratos Wealth Partners
Ohio
$6.38M +$664K +4,412 +11%
CAM
472
Cidel Asset Management
Ontario, Canada
$6.32M -$3.19M -21,207 -33%
PG
473
PEAK6 Group
Illinois
$6.31M -$4.53M -30,100 -41%
PP
474
PDT Partners
New York
$6.3M -$2.26M -15,000 -26%
CI
475
Cigna Investments
Connecticut
$6.3M +$6.48M +43,066 New

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.