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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
CC
876
Cadinha & Co
Hawaii
$1.35M -$30.1K -200 -2%
WCA
877
Westover Capital Advisors
Delaware
$1.35M -$5.42K -36 -0.4%
SPIA
878
Steward Partners Investment Advisory
New York
$1.34M +$1.39M +9,204 New
ICOA
879
Investment Centers of America
North Dakota
$1.34M +$633K +4,204 +84%
CT
880
Coastline Trust
Rhode Island
$1.34M +$159K +1,055 +13%
DIA
881
Dean Investment Associates
Ohio
$1.34M +$1.38M +9,137 New
ST
882
Spinnaker Trust
Maine
$1.33M +$90.3K +600 +7%
QI
883
Quotient Investors
New York
$1.32M +$114K +757 +9%
VWA
884
V Wealth Advisors
Kansas
$1.32M +$62.6K +416 +5%
CIA
885
Cascade Investment Advisors
Oregon
$1.32M +$1.36M +9,010 New
CIM
886
CIM Investment Management
Pennsylvania
$1.32M +$15.5K +103 +1%
BC
887
Burney Company
Virginia
$1.32M -$129K -855 -9%
JPC
888
Jackson Park Capital
Utah
$1.32M +$1.35M +9,000 New
Fuller & Thaler Asset Management
889
Fuller & Thaler Asset Management
California
$1.31M
VV
890
Verity & Verity
South Carolina
$1.3M +$504K +3,350 +60%
SI
891
SII Investments
Wisconsin
$1.29M +$258K +1,712 +24%
GS
892
GAM Systematic
United Kingdom
$1.28M -$262K -1,739 -17%
CL
893
CPWM LLC
Washington
$1.27M -$145K -966 -10%
SPC
894
Sigma Planning Corp
Michigan
$1.26M +$289K +1,921 +29%
CC
895
Cannell & Co
New York
$1.25M -$60.2K -400 -4%
LAM
896
Lingohr Asset Management
Germany
$1.25M +$151K +1,000 +13%
SWA
897
SFMG Wealth Advisors
Texas
$1.25M +$114K +755 +10%
CB
898
Community Bank
New York
$1.24M +$20.3K +135 +2%
CAMG
899
CWA Asset Management Group
Florida
$1.24M +$612K +4,067 +92%
PWW
900
Pettyjohn Wood & White
Virginia
$1.23M -$60.2K -400 -5%

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.