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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
GG
651
Gofen & Glossberg
Illinois
$3.04M -$103K -683 -3%
MYAM
652
Meiji Yasuda Asset Management
Japan
$3.04M +$161K +1,070 +5%
LW
653
Linscomb Wealth
Texas
$3.04M +$297K +1,972 +10%
BCMO
654
Buckingham Capital Management (Ohio)
Ohio
$3.04M +$209K +1,387 +7%
BHWM
655
Bar Harbor Wealth Management
New Hampshire
$3.03M -$13.8K -92 -0.4%
MCIM
656
Meadow Creek Investment Management
Georgia
$3.01M +$3.1M +20,592 New
FFA
657
Fragasso Financial Advisors
Pennsylvania
$3.01M +$21.1K +140 +0.7%
WS
658
Wedbush Securities
California
$3M +$1.3M +8,630 +73%
BO
659
Bank OZK
Arkansas
$2.97M -$28.6K -190 -0.9%
TC
660
Telemus Capital
Michigan
$2.93M -$96K -638 -3%
IAM
661
Iridian Asset Management
Connecticut
$2.92M -$753K -5,000 -20%
CYG
662
Clean Yield Group
Vermont
$2.91M +$77.8K +517 +3%
IA
663
IFP Advisors
Florida
$2.91M +$420K +2,789 +16%
BCP
664
Blue Chip Partners
Michigan
$2.9M +$336K +2,235 +13%
JGUA
665
John G. Ullman & Associates
New York
$2.88M -$134K -892 -4%
RP
666
Rowlandmiller & Partners
Georgia
$2.88M +$120K +796 +4%
AAM
667
Aureus Asset Management
Massachusetts
$2.86M -$440K -2,922 -13%
GEM
668
Global Endowment Management
North Carolina
$2.84M +$2.92M +19,400 New
AP
669
Appleton Partners
Massachusetts
$2.83M -$329K -2,187 -10%
TW
670
Transform Wealth
Colorado
$2.83M +$476K +3,160 +20%
SCI
671
S&CO Inc
Massachusetts
$2.82M +$99.3K +660 +4%
GJIC
672
Gamble Jones Investment Counsel
California
$2.81M +$60.2K +400 +2%
CCI
673
Columbus Circle Investors
$2.78M +$2.86M +19,032 New
FAB
674
First American Bank
Illinois
$2.78M -$403K -2,676 -12%
SCM
675
Schnieders Capital Management
California
$2.77M -$22.6K -150 -0.8%

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.