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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
JP Morgan Chase
26
JP Morgan Chase
New York
$516M -$9.68M -64,341 -2%
Legal & General Group
27
Legal & General Group
United Kingdom
$507M +$2.87M +19,052 +0.6%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$506M +$72.6M +482,298 +16%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$504M +$17.3M +114,793 +3%
LSV Asset Management
30
LSV Asset Management
Illinois
$486M +$15.2M +100,709 +3%
State Farm Mutual Automobile Insurance
31
State Farm Mutual Automobile Insurance
Illinois
$467M +$11.4M +75,500 +2%
Allianz Asset Management
32
Allianz Asset Management
Germany
$440M +$8.31M +55,206 +2%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$439M +$20.2M +133,918 +5%
Charles Schwab
34
Charles Schwab
California
$417M +$4.11M +27,306 +1%
Capital International Investors
35
Capital International Investors
California
$392M
UBS AM
36
UBS AM
Illinois
$386M -$90.1M -598,979 -19%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$375M -$22.7M -150,546 -6%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$370M +$13M +86,313 +3%
BA
39
BlackRock Advisors
Delaware
$363M -$160M -1,059,996 -30%
American Century Companies
40
American Century Companies
Missouri
$352M +$7.78M +51,714 +2%
O
41
OrbiMed
New York
$341M -$15.8M -104,900 -4%
Prudential Financial
42
Prudential Financial
New Jersey
$331M +$672K +4,466 +0.2%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$328M -$6.47M -43,000 -2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$315M -$29.5M -196,247 -8%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$312M -$23.6M -157,071 -7%
Swiss National Bank
46
Swiss National Bank
Switzerland
$305M +$346K +2,300 +0.1%
BlackRock
47
BlackRock
New York
$300M +$365K +2,426 +0.1%
APG Asset Management
48
APG Asset Management
Netherlands
$292M +$5.54M +36,800 +2%
UBS Group
49
UBS Group
Switzerland
$290M +$1.33M +8,812 +0.4%
DZ Bank
50
DZ Bank
Germany
$275M +$283M +1,882,189 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.