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1,735 hedge funds and large institutions have $99.9B invested in Amgen in 2017 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 702 increasing their positions, 586 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 88

20% more repeat investments, than reductions

Existing positions increased: 702 | Existing positions reduced: 586

8% more funds holding

Funds holding: 1,6061,735 (+129)

0.11% more ownership

Funds ownership: 79.07%79.17% (+0.11%)

7% less capital invested

Capital invested by funds: $108B → $99.9B (-$7.82B)

31% less funds holding in top 10

Funds holding in top 10: 8861 (-27)

38% less call options, than puts

Call options by funds: $788M | Put options by funds: $1.28B

Holders
1,735
Holders Change
+129
Holders Change %
+8.03%
% of All Funds
39.34%
Holding in Top 10
61
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-30.68%
% of All Funds
1.38%
New
235
Increased
702
Reduced
586
Closed
88
Calls
$788M
Puts
$1.28B
Net Calls
-$492M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$575M +$21.8M +123,250 +4%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$567M
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$562M +$6.8M +38,414 +1%
TCIM
29
TIAA CREF Investment Management
New York
$560M -$20.5M -116,059 -3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$539M +$40.4M +228,312 +8%
UBS Group
31
UBS Group
Switzerland
$492M +$103M +581,356 +26%
UBS AM
32
UBS AM
Illinois
$492M +$2.25M +12,715 +0.5%
JP Morgan Chase
33
JP Morgan Chase
New York
$487M -$115M -648,382 -19%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$475M -$181M -1,022,278 -27%
Swiss National Bank
35
Swiss National Bank
Switzerland
$468M -$3.34M -18,900 -0.7%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$467M -$19.6M -110,647 -4%
Capital International Investors
37
Capital International Investors
California
$466M
Allianz Asset Management
38
Allianz Asset Management
Germany
$464M +$17.2M +97,451 +4%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$454M -$11.1M -62,890 -2%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$446M +$19M +107,149 +4%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$429M +$146M +823,332 +50%
PPA
42
Parametric Portfolio Associates
Washington
$408M +$2.48M +13,990 +0.6%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$400M +$23.1M +130,500 +6%
Aristotle Capital Management
44
Aristotle Capital Management
California
$381M +$120M +677,373 +45%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$378M +$3.4M +19,197 +0.9%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$368M -$1.12M -6,342 -0.3%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$364M +$3.71M +20,969 +1%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$335M +$5M +28,245 +1%
PI
49
Putnam Investments
Massachusetts
$331M +$36.2M +204,371 +12%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$325M +$12.4M +69,858 +4%

AMGN Hedge Fund Activity: Q4 2017 in Review

1,735 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2017, worth a combined $99.9B — down 7.3% from $108B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new AMGN positions and 88 closed out — a net gain of 147 holders — while 702 added to existing stakes and 586 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $195M. The largest seller was Fidelity Investments, cutting an estimated $1.27B.

  • 1,735 institutional investors held Amgen (AMGN) as of Q4 2017, up from 1,606 in Q3 2017.
  • Funds reported $99.9B of Amgen stock for Q4 2017, down 7.3% quarter-over-quarter.
  • 235 funds opened new Amgen positions in Q4 2017 and 88 closed out, a net change of +147 holders.
  • The largest Amgen buyer in Q4 2017 was Amundi Asset Management US, an estimated $195M added.
  • The largest Amgen seller in Q4 2017 was Fidelity Investments, an estimated $1.27B sold.

Based on aggregated 13F filings for Q4 2017.