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1,595 hedge funds and large institutions have $99.6B invested in Amgen in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 682 increasing their positions, 577 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 577

11% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 84

6% more funds holding in top 10

Funds holding in top 10: 7984 (+5)

4% more capital invested

Capital invested by funds: $95.7B → $99.6B (+$3.82B)

0% less funds holding

Funds holding: 1,6001,595 (-5)

0.62% less ownership

Funds ownership: 79.15%78.53% (-0.62%)

12% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $1.31B

Holders
1,595
Holders Change
-5
Holders Change %
-0.31%
% of All Funds
39.77%
Holding in Top 10
84
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.33%
% of All Funds
2.09%
New
93
Increased
682
Reduced
577
Closed
84
Calls
$1.14B
Puts
$1.31B
Net Calls
-$162M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$579M -$42.1M -258,903 -7%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$562M +$11M +67,837 +2%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$549M +$28.9M +177,760 +6%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$531M +$20M +123,138 +4%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$514M -$45.2M -278,170 -9%
Charles Schwab
31
Charles Schwab
California
$510M +$11M +67,815 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$504M -$86.2M -529,792 -15%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$473M -$14.9M -91,827 -3%
JP Morgan Chase
34
JP Morgan Chase
New York
$471M +$13.1M +80,597 +3%
Allianz Asset Management
35
Allianz Asset Management
Germany
$469M -$27M -165,758 -6%
UBS AM
36
UBS AM
Illinois
$466M -$2.63M -16,161 -0.6%
Swiss National Bank
37
Swiss National Bank
Switzerland
$463M +$8.93M +54,900 +2%
Capital International Investors
38
Capital International Investors
California
$462M
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$433M +$126M +776,837 +45%
UBS Group
40
UBS Group
Switzerland
$410M +$11.7M +72,102 +3%
PPA
41
Parametric Portfolio Associates
Washington
$387M +$119M +734,381 +48%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$374M +$7.32M +45,003 +2%
Ameriprise
43
Ameriprise
Minnesota
$373M +$110M +679,144 +46%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$372M -$11.8M -72,262 -3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$371M +$271M +1,666,097 +342%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$363M +$3.84M +23,613 +1%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$322M +$7.22M +44,363 +2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$303M +$4.29M +26,400 +2%
American Century Companies
49
American Century Companies
Missouri
$300M -$86.7M -532,981 -23%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$294M +$110M +676,300 +66%

AMGN Hedge Fund Activity: Q2 2017 in Review

1,595 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2017, worth a combined $99.6B — up 4% from $95.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMGN positions and 84 closed out — a net gain of 9 holders — while 682 added to existing stakes and 577 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $586M. The largest seller was Capital Research Global Investors, cutting an estimated $582M.

  • 1,595 institutional investors held Amgen (AMGN) as of Q2 2017, down from 1,600 in Q1 2017.
  • Funds reported $99.6B of Amgen stock for Q2 2017, up 4% quarter-over-quarter.
  • 93 funds opened new Amgen positions in Q2 2017 and 84 closed out, a net change of +9 holders.
  • The largest Amgen buyer in Q2 2017 was Janus Henderson Group, an estimated $586M added.
  • The largest Amgen seller in Q2 2017 was Capital Research Global Investors, an estimated $582M sold.

Based on aggregated 13F filings for Q2 2017.