We are live on ! Find out more

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
APG Asset Management
51
APG Asset Management
Netherlands
$314M +$10.7M +68,900 +3%
AIM
52
abrdn Investment Management
United Kingdom
$301M +$17.9M +115,163 +6%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$295M -$24.1M -154,800 -7%
CS
54
Credit Suisse
Switzerland
$294M +$16.2M +104,479 +6%
EVM
55
Eaton Vance Management
Massachusetts
$285M +$58M +372,803 +25%
UBS Group
56
UBS Group
Switzerland
$273M +$13.1M +83,992 +5%
PPA
57
Parametric Portfolio Associates
Washington
$273M +$9.78M +62,876 +4%
Principal Financial Group
58
Principal Financial Group
Iowa
$269M -$7.29M -46,910 -3%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$254M -$203M -1,304,947 -44%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$252M +$5.38M +34,582 +2%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$247M +$14.3M +91,791 +6%
NI
62
Numeric Investors
Massachusetts
$247M +$92.7M +596,160 +58%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$243M -$3.28M -21,070 -1%
PAMU
64
Pictet Asset Management (UK)
United Kingdom
$231M +$94.9M +610,106 +72%
Boston Partners
65
Boston Partners
Massachusetts
$227M +$5.52M +35,489 +2%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$224M -$1.25M -8,070 -0.5%
TA
67
Teachers Advisors
New York
$224M +$10.1M +64,844 +5%
AL
68
AJO LP
Pennsylvania
$224M +$32.4M +208,153 +17%
Ameriprise
69
Ameriprise
Minnesota
$223M +$30.9M +198,911 +16%
Winslow Capital Management
70
Winslow Capital Management
Minnesota
$217M +$5.04M +32,421 +2%
WRF
71
Waddell & Reed Financial
Kansas
$213M -$86.8M -558,415 -29%
PI
72
Putnam Investments
Massachusetts
$211M +$3.62M +23,311 +2%
Aristotle Capital Management
73
Aristotle Capital Management
California
$209M +$7.1M +45,674 +3%
AllianceBernstein
74
AllianceBernstein
Tennessee
$203M -$624K -4,012 -0.3%
SP
75
Sarasin & Partners
United Kingdom
$201M -$27.8M -178,880 -12%

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.