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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
LJHT
751
Laurie J. Hall Trustee
$2.14M +$2.05M +13,650 New
NME
752
Notis-McConarty Edward
$2.13M
CCM
753
Chickasaw Capital Management
Tennessee
$2.12M
BCA
754
Bray Capital Advisors
Florida
$2.12M +$103K +685 +5%
DCM
755
Delta Capital Management
New Jersey
$2.12M -$91.8K -610 -4%
OA
756
Oxbow Advisors
Texas
$2.11M -$118K -783 -5%
CGT
757
Capital Guardian Trust
California
$2.11M -$153K -1,017 -7%
RWA
758
River Wealth Advisors
Pennsylvania
$2.1M +$99.6K +662 +5%
CIG
759
Consolidated Investment Group
Colorado
$2.1M
ISL
760
Ingalls & Snyder LLC
New York
$2.09M +$253K +1,684 +13%
ANTB
761
AMG National Trust Bank
Colorado
$2.07M +$749K +4,978 +54%
TCM
762
Telos Capital Management
California
$2.06M +$144K +957 +7%
SWM
763
Segment Wealth Management
Texas
$2.06M +$122K +811 +6%
AMIM
764
Aull & Monroe Investment Management
Alabama
$2.05M +$11.3K +75 +0.5%
GCA
765
Greenwood Capital Associates
South Carolina
$2.04M +$79.3K +527 +4%
IH
766
IFC Holdings
Florida
$2.04M -$1.16M -7,730 -36%
HCMT
767
Highland Capital Management (Tennessee)
Tennessee
$2.01M -$610K -4,051 -23%
CFA
768
Camarda Financial Advisors
Florida
$2M -$323K -2,149 -14%
MWAC
769
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.99M +$1.8M +11,935 +723%
MM
770
Midas Management
New York
$1.97M +$211K +1,400 +12%
MC
771
Martin & Co
Tennessee
$1.96M -$40.6K -270 -2%
CCM
772
Coldstream Capital Management
Washington
$1.95M +$151K +1,004 +8%
CFA
773
CT Financial Advisors
Pennsylvania
$1.95M
LNC
774
Lincoln National Corp
Pennsylvania
$1.94M +$62.2K +413 +3%
TMAM
775
Tokio Marine Asset Management
Japan
$1.94M -$783K -5,204 -28%

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.