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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
WT
526
Whittier Trust
California
$4.82M -$5.56M -36,966 -53%
V
527
ValueWorks
New York
$4.81M +$4.95M +32,900 New
III
528
Independent Investors Inc
New York
$4.77M +$41.4K +275 +0.8%
JFGIW
529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.77M +$18.2K +121 +0.4%
PMG
530
ProVise Management Group
Florida
$4.76M +$226K +1,500 +5%
RCM
531
Riverhead Capital Management
Delaware
$4.71M -$554K -3,684 -10%
TCOV
532
Trust Company of Vermont
Vermont
$4.7M +$369K +2,451 +8%
FNT
533
First National Trust
Pennsylvania
$4.69M -$126K -835 -3%
DIA
534
Davidson Investment Advisors
Montana
$4.67M +$20.6K +137 +0.4%
PFPT
535
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.66M +$401K +2,663 +9%
AIC
536
Argus Investors Counsel
New York
$4.65M +$775K +5,150 +19%
MAM
537
Meeder Asset Management
Ohio
$4.63M -$337K -2,242 -7%
LDB
538
Lee, Danner & Bass
Tennessee
$4.62M +$133K +884 +3%
MCC
539
Malaga Cove Capital
California
$4.55M +$634K +4,214 +16%
Squarepoint
540
Squarepoint
New York
$4.53M -$677K -4,499 -13%
TA
541
Tamarack Advisers
California
$4.53M +$4.67M +31,000 New
RAM
542
Roanoke Asset Management
New Jersey
$4.53M -$1.33M -8,835 -22%
PCM
543
Palouse Capital Management
Washington
$4.52M -$429K -2,851 -8%
WA
544
Wasatch Advisors
Utah
$4.47M +$4.6M +30,595 New
FCH
545
Freestone Capital Holdings
Washington
$4.45M +$3.27M +21,751 +250%
EFIC
546
Eliot Finkel Investment Counsel
California
$4.45M +$147K +980 +3%
ACM
547
Argyle Capital Management
Pennsylvania
$4.45M +$12K +80 +0.3%
CIC
548
Cornercap Investment Counsel
Georgia
$4.42M +$2.86M +19,010 +169%
MLL
549
Moody Lynn & Lieberson
Massachusetts
$4.39M -$5.04M -33,513 -53%
GW
550
GW & Wade
Massachusetts
$4.38M -$2.07M -13,764 -31%

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.