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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
BIM
51
BlackRock Investment Management
Delaware
$274M -$57.8M -383,787 -17%
PPA
52
Parametric Portfolio Associates
Washington
$272M -$4.69M -31,177 -2%
CS
53
Credit Suisse
Switzerland
$272M -$46M -305,369 -14%
Renaissance Technologies
54
Renaissance Technologies
New York
$260M -$17.7M -117,696 -6%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$259M -$1.82M -12,099 -0.7%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$255M +$7.11M +47,263 +3%
Principal Financial Group
57
Principal Financial Group
Iowa
$232M -$32.7M -217,548 -12%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$232M -$15.6M -103,484 -6%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$229M -$6.29M -41,800 -3%
PI
60
Putnam Investments
Massachusetts
$228M +$19.7M +131,223 +9%
PAMU
61
Pictet Asset Management (UK)
United Kingdom
$220M +$14M +93,287 +7%
EVM
62
Eaton Vance Management
Massachusetts
$215M -$2.2M -14,639 -1%
Ameriprise
63
Ameriprise
Minnesota
$214M -$8.16M -54,241 -4%
Aristotle Capital Management
64
Aristotle Capital Management
California
$205M +$8.99M +59,766 +4%
AL
65
AJO LP
Pennsylvania
$204M -$11.8M -78,476 -5%
Flossbach Von Storch
66
Flossbach Von Storch
Germany
$204M +$27.1M +179,750 +15%
NI
67
Numeric Investors
Massachusetts
$202M +$14.3M +94,897 +7%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$201M -$4.15M -27,551 -2%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$201M +$149M +990,998 +259%
SP
70
Sarasin & Partners
United Kingdom
$201M +$4.94M +32,811 +2%
AllianceBernstein
71
AllianceBernstein
Tennessee
$193M -$8.39M -55,752 -4%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$190M +$4.32M +28,672 +2%
Asset Management One
73
Asset Management One
Japan
$189M +$156M +1,039,483 +411%
CGI
74
CI Global Investments
California
$177M +$98M +651,144 +116%
Axa
75
Axa
France
$176M -$23M -152,675 -11%

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.