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1,472 hedge funds and large institutions have $91.3B invested in Amgen in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 631 increasing their positions, 504 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

25% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 504

3% more funds holding

Funds holding: 1,4341,472 (+38)

2% more capital invested

Capital invested by funds: $89.5B → $91.3B (+$1.8B)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

21% less call options, than puts

Call options by funds: $792M | Put options by funds: $1B

Holders
1,472
Holders Change
+38
Holders Change %
+2.65%
% of All Funds
39.27%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.27%
New
112
Increased
631
Reduced
504
Closed
60
Calls
$792M
Puts
$1B
Net Calls
-$209M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
676
Bristlecone Advisors
Washington
$2.67M +$458K +2,948 +20%
WIS
677
Wright Investors Service
Connecticut
$2.67M
MIAN
678
Mariner Independent Advisor Network
Kansas
$2.67M +$2.73M +17,544 New
FA
679
FDx Advisors
Illinois
$2.65M +$138K +887 +5%
CA
680
Cetera Advisors
Colorado
$2.65M +$104K +671 +4%
DCMM
681
DG Capital Management (Massachusetts)
Massachusetts
$2.65M +$320K +2,060 +13%
CCM
682
Copeland Capital Management
Pennsylvania
$2.64M -$60.9K -392 -2%
EA
683
Euclid Advisors
Connecticut
$2.63M -$1.27M -8,172 -32%
CIC
684
Carnegie Investment Counsel
Ohio
$2.63M +$24.7K +159 +1%
SGAM
685
Steinberg Global Asset Management
Florida
$2.62M +$51K +328 +2%
MSV
686
MN Services Vermogensbeheer
Netherlands
$2.61M +$28.3K +182 +1%
EIM
687
Essex Investment Management
Massachusetts
$2.61M +$2.67M +17,144 New
VIA
688
Vantage Investment Advisors
Pennsylvania
$2.6M +$49.4K +318 +2%
MWM
689
Mission Wealth Management
California
$2.6M -$11.3K -73 -0.4%
OPCM
690
Osborne Partners Capital Management
California
$2.59M
PCM
691
Parsons Capital Management
Rhode Island
$2.59M -$38.9K -250 -1%
CFA
692
Camarda Financial Advisors
Florida
$2.58M +$181K +1,163 +7%
MYAM
693
Meiji Yasuda Asset Management
Japan
$2.57M +$861K +5,540 +49%
FNB
694
First Niagara Bank
New York
$2.55M -$231K -1,486 -8%
CT
695
Chicago Trust
Illinois
$2.53M -$44.3K -285 -2%
LW
696
Linscomb Wealth
Texas
$2.52M +$9.02K +58 +0.4%
TBA
697
Tower Bridge Advisors
Pennsylvania
$2.51M
GIM
698
Guardian Investment Management
California
$2.51M -$98.7K -635 -4%
W
699
Wealthfront
California
$2.5M +$517K +3,323 +25%
MM
700
Meridian Management
Arkansas
$2.49M +$8.24K +53 +0.3%

AMGN Hedge Fund Activity: Q2 2016 in Review

1,472 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2016, worth a combined $91.3B — up 2% from $89.5B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AMGN positions and 60 closed out — a net gain of 52 holders — while 631 added to existing stakes and 504 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $241M. The largest seller was Royal London Asset Management, cutting an estimated $4.27B.

  • 1,472 institutional investors held Amgen (AMGN) as of Q2 2016, up from 1,434 in Q1 2016.
  • Funds reported $91.3B of Amgen stock for Q2 2016, up 2% quarter-over-quarter.
  • 112 funds opened new Amgen positions in Q2 2016 and 60 closed out, a net change of +52 holders.
  • The largest Amgen buyer in Q2 2016 was Nordea Investment Management, an estimated $241M added.
  • The largest Amgen seller in Q2 2016 was Royal London Asset Management, an estimated $4.27B sold.

Based on aggregated 13F filings for Q2 2016.