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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
PFS
801
Physicians Financial Services
North Carolina
$1.76M +$8.28K +55 +0.5%
KC
802
Kingfisher Capital
North Carolina
$1.75M -$61.9K -411 -3%
FG
803
Fiduciary Group
Georgia
$1.75M +$72.5K +482 +4%
TAM
804
Tealwood Asset Management
Minnesota
$1.74M +$37.8K +251 +2%
AIM
805
Assured Investment Management
New York
$1.74M +$46.4K +308 +3%
MPWT
806
MassMutual Private Wealth & Trust
Connecticut
$1.73M +$1.78M +11,835 New
W
807
Wealthfront
California
$1.73M -$1.23M -8,193 -41%
PA
808
Perennial Advisors
New York
$1.72M +$1.77M +11,791 New
JDR
809
Jay D. Rosenbaum
$1.7M
KTC
810
Kistler-Tiffany Companies
Pennsylvania
$1.7M -$114K -760 -6%
TWA
811
TCI Wealth Advisors
Arizona
$1.69M +$30.1K +200 +2%
EHWM
812
Eads & Heald Wealth Management
Georgia
$1.69M +$8.13K +54 +0.5%
JWBC
813
J.W. Burns & Co
New York
$1.69M +$239K +1,589 +16%
VSWA
814
Vontobel Swiss Wealth Advisors
Switzerland
$1.68M +$1.41M +9,365 +440%
CBT
815
Central Bank & Trust
Kentucky
$1.68M -$54.3K -361 -3%
GBT
816
Grove Bank & Trust
Florida
$1.67M +$58.7K +390 +4%
Boston Partners
817
Boston Partners
Massachusetts
$1.66M -$110M -728,258 -98%
AP
818
Atwood & Palmer
Missouri
$1.65M -$376K -2,500 -18%
CCG
819
Cypress Capital Group
Florida
$1.64M +$1.08M +7,178 +177%
NAM
820
NTV Asset Management
West Virginia
$1.64M
BFEC
821
Benjamin F. Edwards & Company
Missouri
$1.63M +$397K +2,641 +31%
NDSI
822
Newman Dignan & Sheerar Inc
Rhode Island
$1.62M -$26.3K -175 -2%
CSA
823
Cottage Street Advisors
Massachusetts
$1.62M -$22.4K -149 -1%
CWM
824
Concentric Wealth Management
California
$1.62M +$1.66M +11,055 New
Balyasny Asset Management
825
Balyasny Asset Management
Illinois
$1.61M -$55.9M -371,420 -97%

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.