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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
BSPF
626
British Steel Pension Fund
United Kingdom
$3.32M
1832 Asset Management
627
1832 Asset Management
Ontario, Canada
$3.32M +$1.05M +6,969 +49%
ABC
628
Associated Banc-Corp
Wisconsin
$3.31M -$78.3K -520 -2%
UBV
629
United Bank (Virginia)
Virginia
$3.31M -$111K -738 -3%
LNB
630
Ledyard National Bank
$3.3M -$422K -2,807 -11%
HW
631
Hancock Whitney
Mississippi
$3.3M +$149K +990 +5%
MMG
632
Monetary Management Group
Missouri
$3.28M +$781K +5,190 +30%
PIM
633
Penobscot Investment Management
Massachusetts
$3.27M +$64.7K +430 +2%
SAM
634
Symphony Asset Management
California
$3.25M -$406K -2,696 -11%
PJSIMP
635
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.25M +$448K +2,978 +15%
HPIA
636
Hamilton Point Investment Advisors
North Carolina
$3.23M -$11.3K -75 -0.3%
GI
637
GAMCO Investors
Connecticut
$3.22M -$61K -405 -2%
FMBTD
638
First Midwest Bank Trust Division
Illinois
$3.22M -$7.53K -50 -0.2%
Walleye Trading
639
Walleye Trading
New York
$3.21M +$1.59M +10,552 +93%
RAM
640
Riggs Asset Management
Pennsylvania
$3.17M -$801K -5,321 -20%
CM
641
Capital Management
Virginia
$3.17M +$3.27M +21,695 New
OMCS
642
Old Mutual Customised Solutions
South Africa
$3.16M +$1.17M +7,800 +57%
BFA
643
Benedict Financial Advisors
Georgia
$3.15M +$185K +1,228 +6%
CFD
644
Creative Financial Designs
Indiana
$3.15M +$3.24M +21,525 New
CAM
645
Columbia Asset Management
Michigan
$3.14M +$233K +1,547 +8%
Pacer Advisors
646
Pacer Advisors
Pennsylvania
$3.1M -$63.2K -420 -2%
MFS
647
MSI Financial Services
Massachusetts
$3.1M +$14.1K +94 +0.4%
PAM
648
Princeton Alpha Management
New Jersey
$3.09M +$3.18M +21,161 New
AIL
649
AGF Investments LLC
Ontario, Canada
$3.07M +$3.16M +20,990 New
SIA
650
SeaBridge Investment Advisors
New Jersey
$3.06M -$881K -5,853 -22%

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.