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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
IWA
826
IBEX Wealth Advisors
New Jersey
$1.61M -$1.02M -6,753 -39%
HVIA
827
Hudson Valley Investment Advisors
New York
$1.61M +$332K +2,206 +25%
RMCM
828
Reynders McVeigh Capital Management
Massachusetts
$1.59M
PRHC
829
P.R. Herzig & Co
New York
$1.58M +$97.1K +645 +6%
MCM
830
Murphy Capital Management
New Jersey
$1.57M -$60.2K -400 -4%
AP
831
Advisor Partners
California
$1.57M -$116K -770 -7%
WCM
832
Wunderlich Capital Managemnt
Tennessee
$1.56M -$2.56K -17 -0.2%
1GA
833
1st Global Advisors
Texas
$1.56M +$8.13K +54 +0.5%
TA
834
Tiedemann Advisors
New York
$1.55M +$182K +1,206 +13%
SACTSONJ
835
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.55M
SFSIG
836
San Francisco Sentry Investment Group
California
$1.55M -$33.3K -221 -2%
NIMI
837
Natixis Investment Managers International
France
$1.55M +$400K +2,658 +33%
FCMC
838
Founders Capital Management (Connecticut)
Connecticut
$1.55M
MBA
839
McQueen Ball & Associates
Pennsylvania
$1.53M -$39.7K -264 -2%
SNT
840
Security National Trust
West Virginia
$1.52M +$7.53K +50 +0.5%
PL
841
Plancorp LLC
Missouri
$1.51M +$29K +193 +2%
Koshinski Asset Management
842
Koshinski Asset Management
Illinois
$1.47M -$151K -1,002 -9%
AF
843
AMG Funds
Connecticut
$1.47M -$301 -2 -0%
KFBMI
844
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.46M -$602K -4,000 -29%
PAWC
845
P.A.W. Capital
Connecticut
$1.46M
WOC
846
West Oak Capital
California
$1.46M -$42.9K -285 -3%
SIC
847
Shoker Investment Counsel
Ohio
$1.45M +$652K +4,329 +77%
FFSOTS
848
Fiduciary Financial Services of The Southwest
Texas
$1.45M +$80.2K +533 +6%
WC
849
Woodstock Corp
Massachusetts
$1.45M -$120K -800 -7%
MPI
850
Mairs & Power Inc
Minnesota
$1.45M

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.