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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
RS
551
Robeco Schweiz
Switzerland
$4.37M
APFBOT
552
Amica Pension Fund Board of Trustees
Rhode Island
$4.37M
SCM
553
Sitrin Capital Management
California
$4.36M +$50.1K +333 +1%
TIM
554
Thompson Investment Management
Wisconsin
$4.31M +$300K +1,995 +7%
AA
555
AlphaMark Advisors
Kentucky
$4.29M -$54.6K -363 -1%
SAM
556
Selway Asset Management
$4.27M +$1.09M +7,275 +33%
EAM
557
Eagle Asset Management
Florida
$4.26M +$195K +1,294 +5%
FIM
558
Freedom Investment Management
Connecticut
$4.26M -$178K -1,186 -4%
LBC
559
Lowe Brockenbrough & Co
Virginia
$4.25M -$2.06M -13,655 -32%
HIS
560
Horizon Investment Services
Indiana
$4.24M -$270K -1,791 -6%
KWILP
561
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.22M -$44.8K -298 -1%
FTC
562
Farmers Trust Company
Ohio
$4.22M -$57.8K -384 -1%
Daiwa Securities Group
563
Daiwa Securities Group
Japan
$4.2M +$726K +4,825 +20%
FBP
564
Flippin Bruce & Porter
Virginia
$4.16M +$4.28M +28,470 New
NA
565
Neuburgh Advisers
California
$4.14M +$4.26M +28,314 New
BFM
566
Boston Financial Management
Massachusetts
$4.12M -$500K -3,325 -11%
CC
567
Carlson Capital
Texas
$4.1M +$4.22M +28,054 New
NLI
568
Nippon Life Insurance
Japan
$4.09M +$83.8K +557 +2%
WCM
569
Windward Capital Management
California
$4.08M -$34K -226 -0.8%
RHFI
570
Reilly Herbert Faulkner III
$4.07M +$136K +905 +3%
GP
571
Girard Partners
Pennsylvania
$4.06M +$222K +1,472 +6%
MA
572
Marshwinds Advisory
Georgia
$4.06M
NP
573
NS Partners
United Kingdom
$4.04M -$106K -706 -2%
CCC
574
Chelsea Counsel Company
California
$4.04M -$262K -1,740 -6%
Kayne Anderson Rudnick Investment Management
575
Kayne Anderson Rudnick Investment Management
California
$4.03M -$18.2M -120,885 -81%

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.