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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
SCM
726
Snow Capital Management
Pennsylvania
$2.33M +$2.4M +15,954 New
WC
727
Whitney & Co
New York
$2.32M -$22.4K -149 -0.9%
SFG
728
SNS Financial Group
Minnesota
$2.32M +$268K +1,781 +13%
CWM
729
Concert Wealth Management
California
$2.31M -$740K -4,917 -24%
Mariner
730
Mariner
Kansas
$2.31M +$104K +692 +5%
SIMM
731
Stillwater Investment Management (Minnesota)
Minnesota
$2.31M +$37.2K +247 +2%
CWM
732
CMH Wealth Management
New Hampshire
$2.31M +$2.23M +14,848 New
OCM
733
One Capital Management
California
$2.27M +$21.2K +141 +0.9%
JRP
734
Jasper Ridge Partners
California
$2.26M
MM
735
Meridian Management
Arkansas
$2.25M -$34.6K -230 -1%
PGA
736
Portland Global Advisors
Maine
$2.25M +$84.6K +562 +4%
AAIM
737
American Assets Investment Management
California
$2.24M +$775K +5,150 +51%
DA
738
DSC Advisors
Illinois
$2.23M -$8.58K -57 -0.4%
ST
739
Somerset Trust
Pennsylvania
$2.23M -$133K -884 -5%
SGAM
740
Steinberg Global Asset Management
Florida
$2.22M -$212K -1,409 -9%
SSB
741
Sandy Spring Bank
Maryland
$2.21M +$26K +173 +1%
EHC
742
Everett Harris & Co
California
$2.21M -$48.2K -320 -2%
LCM
743
Laurion Capital Management
New York
$2.19M -$1.55M -10,286 -41%
JSL
744
JT Stratford LLC
Georgia
$2.19M +$2.25M +14,960 New
GL
745
GLG LLC
New York
$2.19M -$609K -4,049 -21%
BFO
746
Boston Family Office
Massachusetts
$2.19M -$22.6K -150 -1%
EGA
747
Eagle Global Advisors
Texas
$2.16M -$4.15M -27,579 -65%
WIM
748
Waverton Investment Management
United Kingdom
$2.15M +$335K +2,228 +18%
SFFS
749
Stonehage Fleming Financial Services
Jersey
$2.15M +$2.21M +14,700 New
CAN
750
Cetera Advisor Networks
California
$2.14M -$979K -6,505 -31%

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.