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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
TYCC
901
Texas Yale Capital Corp
Florida
$1.23M
NIT
902
NumerixS Investment Technologies
British Columbia, Canada
$1.22M -$1.12M -7,469 -47%
VIA
903
Vident Investment Advisory
Georgia
$1.22M +$61.3K +407 +5%
AF
904
Aldebaran Financial
$1.21M +$19.4K +129 +2%
GT
905
Greenleaf Trust
Michigan
$1.21M -$66.8K -444 -5%
WPC
906
Waters Parkerson & Co
Louisiana
$1.21M +$452K +3,000 +57%
TIA
907
Trust Investment Advisors
Indiana
$1.2M -$6.77K -45 -0.5%
MC
908
Mathes Company
New York
$1.2M -$418K -2,775 -25%
SJIM
909
St. Johns Investment Management
Florida
$1.18M -$22K -146 -2%
CB
910
Chemical Bank
Michigan
$1.18M +$64.9K +431 +6%
GA
911
Geneva Advisors
Illinois
$1.17M +$20.5K +136 +2%
CCM
912
CrestPoint Capital Management
Missouri
$1.17M -$135K -900 -10%
SBH
913
Segall Bryant & Hamill
Illinois
$1.17M +$29.3K +195 +3%
BA
914
Birinyi Associates
Connecticut
$1.16M
ACM
915
Azimuth Capital Management
Michigan
$1.15M -$41.5K -276 -3%
CNBT
916
Canandaigua National Bank & Trust
New York
$1.15M +$77.5K +515 +7%
BAM
917
Barrett Asset Management
New York
$1.14M -$44.5K -296 -4%
LPC
918
Loeb Partners Corp
New York
$1.14M +$783K +5,200 +200%
P
919
Pitcairn
Pennsylvania
$1.14M -$76.6K -509 -6%
GIP
920
Granite Investment Partners
California
$1.14M +$189K +1,255 +19%
OIA
921
Optimum Investment Advisors
Illinois
$1.12M +$67.7K +450 +6%
PIM
922
Provident Investment Management
Michigan
$1.12M
BSW
923
Buckingham Strategic Wealth
Missouri
$1.11M +$87.7K +583 +8%
SMFG
924
Sumitomo Mitsui Financial Group
Japan
$1.11M +$1.14M +7,591 New
DAM
925
Doheny Asset Management
California
$1.11M -$480K -3,187 -30%

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.