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1,472 hedge funds and large institutions have $91.3B invested in Amgen in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 631 increasing their positions, 504 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

25% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 504

3% more funds holding

Funds holding: 1,4341,472 (+38)

2% more capital invested

Capital invested by funds: $89.5B → $91.3B (+$1.8B)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

21% less call options, than puts

Call options by funds: $792M | Put options by funds: $1B

Holders
1,472
Holders Change
+38
Holders Change %
+2.65%
% of All Funds
39.27%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.27%
New
112
Increased
631
Reduced
504
Closed
60
Calls
$792M
Puts
$1B
Net Calls
-$209M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
501
Sio Capital Management
New York
$5.48M -$6.49M -41,721 -54%
AHB
502
Abner Herrman & Brock
New Jersey
$5.45M +$452K +2,908 +9%
KLWA
503
Kelly Lawrence W & Associates
California
$5.44M
SWP
504
Stratos Wealth Partners
Ohio
$5.4M +$5.52M +35,481 New
DY
505
Dowling & Yahnke
California
$5.39M +$123K +790 +2%
PAM
506
Palisade Asset Management
Minnesota
$5.36M +$128K +825 +2%
BFM
507
Boston Financial Management
Massachusetts
$5.34M +$562K +3,615 +11%
OCM
508
Oakwood Capital Management
California
$5.33M -$39.2K -252 -0.7%
AF
509
Ally Financial
Michigan
$5.33M
IHM
510
Iguana Healthcare Management
New York
$5.33M
SGH
511
Sivik Global Healthcare
Connecticut
$5.33M +$3.11M +20,000 +133%
Fayez Sarofim & Co
512
Fayez Sarofim & Co
Texas
$5.28M -$433K -2,784 -7%
1IA
513
1834 Investment Advisors
Wisconsin
$5.24M +$107K +691 +2%
PCM
514
Palouse Capital Management
Washington
$5.22M +$5.33M +34,309 New
FNT
515
First National Trust
Pennsylvania
$5.17M -$149K -959 -3%
FBC
516
Fairfield, Bush & Co
Connecticut
$5.16M +$23.3K +150 +0.4%
OIM
517
Opus Investment Management
Massachusetts
$5.11M
PAG
518
Private Advisor Group
New Jersey
$5.08M +$1.28M +8,232 +33%
RJA
519
Robshaw & Julian Associates
New York
$5.07M +$636K +4,090 +14%
GIM
520
Groesbeck Investment Management
New Jersey
$5.05M -$34.4K -221 -0.7%
CK
521
Cohen Klingenstein
New York
$5.02M
AAC
522
Asset Advisors Corp
Georgia
$5.01M +$49.8K +320 +1%
FBNAT
523
FirstMerit Bank N.A. Trustee
Ohio
$5.01M +$44.3K +285 +0.9%
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5M +$1.7M +10,944 +50%
MC
525
MRJ Capital
New York
$4.93M -$355K -2,283 -7%

AMGN Hedge Fund Activity: Q2 2016 in Review

1,472 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2016, worth a combined $91.3B — up 2% from $89.5B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AMGN positions and 60 closed out — a net gain of 52 holders — while 631 added to existing stakes and 504 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $241M. The largest seller was Royal London Asset Management, cutting an estimated $4.27B.

  • 1,472 institutional investors held Amgen (AMGN) as of Q2 2016, up from 1,434 in Q1 2016.
  • Funds reported $91.3B of Amgen stock for Q2 2016, up 2% quarter-over-quarter.
  • 112 funds opened new Amgen positions in Q2 2016 and 60 closed out, a net change of +52 holders.
  • The largest Amgen buyer in Q2 2016 was Nordea Investment Management, an estimated $241M added.
  • The largest Amgen seller in Q2 2016 was Royal London Asset Management, an estimated $4.27B sold.

Based on aggregated 13F filings for Q2 2016.