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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
COPPSERS
476
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.24M -$14.4K -96 -0.2%
AMI
477
Amica Mutual Insurance
Rhode Island
$6.18M
NA
478
Navellier & Associates
Nevada
$6.17M -$422K -2,801 -6%
FA
479
FDx Advisors
Illinois
$6.15M +$3.15M +20,961 +99%
SBIA
480
Sheaff Brock Investment Advisors
Indiana
$6.15M -$128K -849 -2%
YIA
481
YHB Investment Advisors
Connecticut
$6.09M +$536K +3,562 +9%
IA
482
Icon Advisers
Colorado
$6.08M +$677K +4,500 +12%
WF
483
Welch & Forbes
Massachusetts
$6.03M +$6.21M +41,232 New
AAF
484
Andra AP-fonden
Sweden
$6.01M -$918K -6,100 -13%
JC
485
Jacobs & Co
California
$5.97M +$336K +2,230 +6%
SGA
486
Strategic Global Advisors
California
$5.92M -$29.9K -199 -0.5%
WIC
487
Whitegate Investment Counselors
New Hampshire
$5.9M +$121K +805 +2%
VST
488
Van Strum & Towne
California
$5.89M -$43.3K -288 -0.7%
RG
489
Rathbones Group
United Kingdom
$5.87M -$16.7M -110,973 -73%
AHB
490
Abner Herrman & Brock
New Jersey
$5.85M +$568K +3,774 +11%
SC
491
Scotia Capital
Ontario, Canada
$5.82M +$4.84M +32,162 +422%
RJT
492
Raymond James Trust
Florida
$5.79M +$368K +2,447 +7%
BFA
493
Bragg Financial Advisors
North Carolina
$5.79M +$66.7K +443 +1%
BIM
494
Bridges Investment Management
Nebraska
$5.77M +$1.04M +6,942 +21%
Dodge & Cox
495
Dodge & Cox
California
$5.73M -$143K -950 -2%
ECM
496
Estabrook Capital Management
New York
$5.73M -$1.65M -10,956 -22%
FBB
497
Fulton Breakefield Broenniman
Maryland
$5.71M -$134K -890 -2%
1IA
498
1834 Investment Advisors
Wisconsin
$5.71M +$589K +3,913 +11%
MERSOM
499
Municipal Employees' Retirement System of Michigan
Michigan
$5.69M +$9.03K +60 +0.2%
ACP
500
Aviance Capital Partners
Florida
$5.66M +$175K +1,161 +3%

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.