We are live on ! Find out more

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
CA
851
Cetera Advisors
Colorado
$1.45M -$309K -2,051 -17%
LMAM
852
Legg Mason Asset Management
Japan
$1.43M -$271K -1,800 -16%
TCM
853
Tradition Capital Management
New Jersey
$1.43M +$268K +1,780 +22%
LOAME
854
Lombard Odier Asset Management (Europe)
United Kingdom
$1.42M
SYBT
855
Stock Yards Bank & Trust
Kentucky
$1.42M +$113K +754 +8%
PP
856
Pegasus Partners
Wisconsin
$1.42M -$855K -5,684 -37%
AT
857
Arden Trust
Delaware
$1.41M -$23.9K -159 -2%
HIC
858
Hartline Investment Corp
Illinois
$1.41M -$404K -2,685 -22%
FB
859
Fulton Bank
Pennsylvania
$1.41M -$67.3K -447 -4%
Simplex Trading
860
Simplex Trading
Illinois
$1.4M -$1.03M -6,836 -42%
II
861
IFM Investors
Australia
$1.4M +$1.44M +9,572 New
TSS
862
Thomas Story & Son
Indiana
$1.4M +$30.1K +200 +2%
SB
863
Simmons Bank
Arkansas
$1.38M +$19K +126 +1%
BIM
864
Bridgecreek Investment Management
Oklahoma
$1.38M -$113K -750 -7%
LRPA
865
L. Roy Papp & Associates
Arizona
$1.38M -$37.6K -250 -3%
MWM
866
Marietta Wealth Management
Georgia
$1.38M +$1.42M +9,429 New
RWML
867
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.37M
NCM
868
Noesis Capital Mangement
Florida
$1.37M -$54.9K -365 -4%
BMO
869
Beck Mack & Oliver
New York
$1.37M -$414K -2,750 -23%
SFM
870
Signet Financial Management
New Jersey
$1.37M +$2.56K +17 +0.2%
TFA
871
Toth Financial Advisory
Virginia
$1.36M +$30.4K +202 +2%
DPIM
872
Duff & Phelps Investment Management
Illinois
$1.36M -$30.1K -200 -2%
BPC
873
Banque Pictet & Cie
Switzerland
$1.36M +$277K +1,840 +25%
GWM
874
Geneos Wealth Management
Colorado
$1.35M +$40.8K +271 +3%
CA
875
Clearstead Advisors
Ohio
$1.35M +$1.39M +9,239 New

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.