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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
GP
826
Geneva Partners
Wisconsin
$1.56M +$1.41M +9,044 New
WOC
827
West Oak Capital
California
$1.55M +$17.9K +115 +1%
FWCM
828
First Western Capital Management
California
$1.55M -$24.7K -159 -2%
BIM
829
Bridgecreek Investment Management
Oklahoma
$1.55M
SNT
830
Security National Trust
West Virginia
$1.55M +$13.5K +87 +0.9%
AAIM
831
American Assets Investment Management
California
$1.54M +$1.58M +10,150 New
Twin Tree Management
832
Twin Tree Management
Texas
$1.53M -$2.85M -18,360 -65%
WAM
833
Weatherly Asset Management
California
$1.53M +$77.7K +500 +5%
FAB
834
First American Bank
Illinois
$1.52M +$953K +6,130 +159%
MAM
835
Mizuho Asset Management
Japan
$1.51M +$726K +4,672 +89%
MPI
836
Mairs & Power Inc
Minnesota
$1.51M
DPIM
837
Duff & Phelps Investment Management
Illinois
$1.49M -$45.1K -290 -3%
LOAME
838
Lombard Odier Asset Management (Europe)
United Kingdom
$1.48M +$1.51M +9,742 New
AAM
839
Aston Asset Management
Illinois
$1.48M +$1.51M +9,727 New
ASN
840
Advisory Services Network
Georgia
$1.48M +$7K +45 +0.5%
AWM
841
Arbor Wealth Management
Florida
$1.47M +$726K +4,668 +124%
CIM
842
CIM Investment Management
Pennsylvania
$1.46M -$65.3K -420 -4%
CFP
843
Cornerstone Financial Partners
North Carolina
$1.46M +$30K +193 +2%
SB
844
Simmons Bank
Arkansas
$1.45M -$20.2K -130 -1%
PFS
845
Physicians Financial Services
North Carolina
$1.44M +$163K +1,050 +12%
CC
846
Cadinha & Co
Hawaii
$1.44M
NPC
847
National Planning Corporation
California
$1.44M +$142K +915 +12%
BC
848
Burney Company
Virginia
$1.43M -$27.2K -175 -2%
GWM
849
Geneos Wealth Management
Colorado
$1.43M +$94.7K +609 +7%
WCA
850
Westover Capital Advisors
Delaware
$1.43M -$72.9K -469 -5%

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.