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
CIC
701
Carnegie Investment Counsel
Ohio
$2.54M +$190K +1,265 +8%
BOH
702
Bank of Hawaii
Hawaii
$2.52M -$255K -1,697 -9%
CIA
703
Capital Investment Advisors
Georgia
$2.51M +$1.99M +13,207 +332%
Group One Trading
704
Group One Trading
Illinois
$2.51M +$441K +2,929 +21%
FC
705
Forte Capital
New York
$2.47M +$382K +2,537 +18%
ECM
706
Everence Capital Management
Indiana
$2.47M -$190K -1,264 -7%
FCI
707
Financial Counselors Inc
Kansas
$2.47M +$2.54M +16,877 New
PFM
708
Premier Fund Managers
United Kingdom
$2.46M
OPCM
709
Osborne Partners Capital Management
California
$2.46M
SSG
710
Summit Securities Group
New York
$2.43M +$2.51M +16,650 New
CONA
711
Capital One National Association
New York
$2.43M -$1.98M -13,178 -44%
NGA
712
Naples Global Advisors
Florida
$2.42M +$52.5K +349 +2%
Carson Wealth (CWM LLC)
713
Carson Wealth (CWM LLC)
Nebraska
$2.41M -$116K -772 -4%
BC
714
Brinker Capital
Pennsylvania
$2.4M +$2.47M +16,429 New
SCM
715
Sio Capital Management
New York
$2.4M +$2.47M +16,430 New
TBA
716
Tower Bridge Advisors
Pennsylvania
$2.4M
LCC
717
Lincoln Capital Corp
Rhode Island
$2.4M +$2.46M +16,377 New
AP
718
AHL Partners
United Kingdom
$2.39M +$1.09M +7,233 +79%
VIA
719
Vantage Investment Advisors
Pennsylvania
$2.39M +$136K +904 +6%
SSI
720
Scott & Selber Inc
Texas
$2.38M -$9.03K -60 -0.4%
GIM
721
Guardian Investment Management
California
$2.38M -$35.5K -236 -1%
KIA
722
KCM Investment Advisors
California
$2.37M +$57.2K +380 +2%
BA
723
Bristlecone Advisors
Washington
$2.35M -$79.8K -530 -3%
MWM
724
Mission Wealth Management
California
$2.35M +$4.51K +30 +0.2%
GP
725
GLG Partners
United Kingdom
$2.34M -$151K -1,000 -6%

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.