We are live on ! Find out more

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
AF
576
Arrow Financial
New York
$4.01M -$69.8K -464 -2%
AHC
577
Adell Harriman & Carpenter
Texas
$4M -$700K -4,654 -15%
CA
578
Cambridge Advisors
Nebraska
$3.99M -$36K -239 -0.9%
B
579
BancorpSouth
Mississippi
$3.98M +$357K +2,375 +10%
WAS
580
WESPAC Advisors SoCal
California
$3.95M +$218K +1,450 +6%
I
581
IberiaBank
Louisiana
$3.95M +$504K +3,346 +14%
AWCI
582
Alpine Woods Capital Investors
New York
$3.92M +$135K +900 +3%
CCM
583
Carderock Capital Management
Maryland
$3.92M -$57.6K -383 -1%
GIM
584
Groesbeck Investment Management
New Jersey
$3.9M -$59.6K -396 -1%
EI
585
EDMP Inc
Florida
$3.89M +$4M +26,601 New
CCT
586
Chemung Canal Trust
New York
$3.87M -$134K -892 -3%
V
587
Veritable
Delaware
$3.82M +$78.3K +520 +2%
FDCC
588
Foster Dykema Cabot & Co
Massachusetts
$3.76M +$96.3K +640 +3%
CIA
589
Choate Investment Advisors
Massachusetts
$3.75M -$9.18K -61 -0.2%
NSIM
590
North Star Investment Management
Illinois
$3.75M +$1.29M +8,601 +50%
BAM
591
Baring Asset Management
United Kingdom
$3.75M -$3.45M -22,933 -47%
BIC
592
Bridges Investment Counsel
Nebraska
$3.74M +$118K +786 +3%
TCCM
593
Timber Creek Capital Management
Massachusetts
$3.7M +$281K +1,865 +8%
JIC
594
Johnson Investment Counsel
Ohio
$3.7M +$65.5K +435 +2%
PI
595
PineBridge Investments
New York
$3.67M +$2.02M +13,416 +115%
Victory Capital Management
596
Victory Capital Management
Texas
$3.66M +$229K +1,521 +6%
HVC
597
Healthcare Value Capital
New Jersey
$3.65M +$3.76M +25,000 New
FNBOO
598
First National Bank of Omaha
Nebraska
$3.65M +$53.7K +357 +1%
OWD
599
Osborn Williams & Donohoe
Ohio
$3.65M +$500K +3,322 +15%
PAI
600
Pittenger & Anderson Inc
Nebraska
$3.64M -$126K -835 -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.