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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
SSI
701
Scott & Selber Inc
Texas
$2.47M +$10.9K +70 +0.4%
BCP
702
Blue Chip Partners
Michigan
$2.46M +$280K +1,802 +13%
MCWS
703
McKinley Carter Wealth Services
West Virginia
$2.46M +$180K +1,160 +8%
KIA
704
KCM Investment Advisors
California
$2.44M +$124K +797 +5%
CAN
705
Cetera Advisor Networks
California
$2.42M -$386K -2,482 -14%
NGA
706
Naples Global Advisors
Florida
$2.42M -$19.4K -125 -0.8%
WC
707
Whitney & Co
New York
$2.42M +$56.4K +363 +2%
OA
708
Oxbow Advisors
Texas
$2.42M -$252K -1,624 -9%
ST
709
Somerset Trust
Pennsylvania
$2.39M +$42.4K +273 +2%
BFO
710
Boston Family Office
Massachusetts
$2.37M -$149K -960 -6%
EHC
711
Everett Harris & Co
California
$2.37M -$27.1K -174 -1%
OCM
712
One Capital Management
California
$2.36M -$52.9K -340 -2%
SFG
713
SevenBridge Financial Group
Pennsylvania
$2.36M +$2.41M +15,492 New
JRP
714
Jasper Ridge Partners
California
$2.35M
SSB
715
Sandy Spring Bank
Maryland
$2.35M -$42K -270 -2%
SIMM
716
Stillwater Investment Management (Minnesota)
Minnesota
$2.34M +$49.9K +321 +2%
DA
717
DSC Advisors
Illinois
$2.33M +$1.55K +10 +0.1%
SYBT
718
Stock Yards Bank & Trust
Kentucky
$2.32M -$3.95M -25,379 -62%
FCM
719
Forester Capital Management
Illinois
$2.31M +$54.4K +350 +2%
Victory Capital Management
720
Victory Capital Management
Texas
$2.31M -$12K -77 -0.5%
TF
721
Tompkins Financial
New York
$2.31M -$36.2K -233 -2%
TW
722
Transform Wealth
Colorado
$2.31M +$2.36M +15,162 New
KFBMI
723
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.28M
OMCS
724
Old Mutual Customised Solutions
South Africa
$2.28M
PL
725
Perpetual Ltd
Australia
$2.27M +$93.3K +600 +4%

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.