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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
GI
501
Gradient Investments
Minnesota
$5.64M +$1.18M +7,808 +25%
Twin Tree Management
502
Twin Tree Management
Texas
$5.63M +$4.72M +31,336 +437%
CG
503
Colony Group
Massachusetts
$5.54M -$4.26M -28,301 -43%
UCFA
504
United Capital Financial Advisors
Texas
$5.48M -$907K -6,027 -14%
ACPU
505
Arrowgrass Capital Partners (US)
Delaware
$5.45M +$2.49M +16,546 +80%
CIP
506
Convergence Investment Partners
Florida
$5.38M -$852K -5,662 -13%
TAM
507
Tyers Asset Management
Texas
$5.27M +$5.42M +36,036 New
LG
508
Leuthold Group
Minnesota
$5.25M -$427K -2,837 -7%
AAC
509
Asset Advisors Corp
Georgia
$5.21M +$221K +1,470 +4%
DY
510
Dowling & Yahnke
California
$5.2M +$36K +239 +0.7%
CAM
511
Congress Asset Management
Massachusetts
$5.16M +$262K +1,743 +5%
CIM
512
Chiron Investment Management
New York
$5.13M +$5.28M +35,099 New
Jennison Associates
513
Jennison Associates
New York
$5.13M +$5.28M +35,067 New
DHFB
514
Dixon Hubard Feinour & Brown
Virginia
$5.08M -$295K -1,960 -5%
3C
515
361 Capital
Colorado
$5.05M +$5.2M +34,552 New
EWM
516
Endurance Wealth Management
Rhode Island
$5.01M
RJA
517
Robshaw & Julian Associates
New York
$5M +$131K +870 +3%
TH
518
TCTC Holdings
Texas
$4.98M +$1.02M +6,755 +25%
VCM
519
Violich Capital Management
California
$4.97M -$82K -545 -2%
FBC
520
Fairfield, Bush & Co
Connecticut
$4.96M +$54.9K +365 +1%
BAAM
521
Baker Avenue Asset Management
California
$4.96M -$857K -5,695 -14%
OCM
522
Oakwood Capital Management
California
$4.94M -$117K -779 -2%
OIM
523
Opus Investment Management
Massachusetts
$4.91M
PWM
524
Perigon Wealth Management
California
$4.9M -$39K -259 -0.9%
CK
525
Cohen Klingenstein
New York
$4.83M

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.