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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
EWM
776
Evercore Wealth Management
New York
$1.84M -$304K -1,958 -14%
CBT
777
Central Bank & Trust
Kentucky
$1.84M -$14.3K -92 -0.8%
BMO
778
Beck Mack & Oliver
New York
$1.84M
MM
779
Midas Management
New York
$1.84M
WTC
780
WhitTier Trust Company
Nevada
$1.84M -$77.7K -500 -4%
TAM
781
Tealwood Asset Management
Minnesota
$1.84M +$36.8K +237 +2%
AIM
782
Assured Investment Management
New York
$1.82M +$752K +4,839 +68%
WC
783
Woodstock Corp
Massachusetts
$1.82M -$7.77K -50 -0.4%
LNC
784
Lincoln National Corp
Pennsylvania
$1.8M +$1.19M +7,657 +183%
UR
785
USCA RIA
Texas
$1.8M +$42.3K +272 +2%
NIT
786
NumerixS Investment Technologies
British Columbia, Canada
$1.8M +$531K +3,414 +41%
EHWM
787
Eads & Heald Wealth Management
Georgia
$1.79M -$34.7K -223 -2%
CSA
788
Cottage Street Advisors
Massachusetts
$1.78M +$175K +1,125 +11%
TWA
789
TCI Wealth Advisors
Arizona
$1.78M -$10.6K -68 -0.6%
JDR
790
Jay D. Rosenbaum
$1.77M -$21.8K -140 -1%
BBHC
791
Brown Brothers Harriman & Co
New York
$1.76M +$179K +1,153 +11%
PFM
792
PacWest Financial Management
Arizona
$1.74M -$3.89K -25 -0.2%
BPC
793
Banque Pictet & Cie
Switzerland
$1.74M +$788K +5,071 +80%
LCM
794
Laurion Capital Management
New York
$1.74M +$731K +4,700 +70%
BCM
795
Brookmont Capital Management
Texas
$1.72M -$712K -4,578 -29%
HA
796
Havens Advisors
New York
$1.72M
NAM
797
NTV Asset Management
West Virginia
$1.71M
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$1.7M -$35.1K -226 -2%
MCM
799
Murphy Capital Management
New Jersey
$1.69M -$364K -2,341 -17%
AP
800
Advisor Partners
California
$1.69M +$42K +270 +2%

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.