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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
RWA
951
Ropes Wealth Advisors
Massachusetts
$1.03M +$153K +1,017 +17%
TNBTD
952
Trustmark National Bank Trust Department
Mississippi
$1.02M -$18.1K -120 -2%
CIC
953
Crawford Investment Counsel
Georgia
$1.02M -$40K -266 -4%
VFM
954
Viking Fund Management
North Dakota
$1.02M +$1.05M +7,000 New
MAA
955
Mraz Amerine & Associates
California
$1.02M +$193K +1,281 +22%
GIA
956
GHP Investment Advisors
Colorado
$1.01M +$151K +1,000 +17%
AAS
957
Annex Advisory Services
Wisconsin
$1.01M +$343K +2,276 +49%
LIM
958
Leavell Investment Management
Alabama
$1M -$853K -5,671 -45%
WSTAM
959
Wilbanks Smith & Thomas Asset Management
Virginia
$1M +$142K +946 +16%
JGGDR
960
JGP Global Gestao de Recursos
Brazil
$999K +$451K +2,999 +78%
SBSB
961
Sullivan, Bruyette, Speros & Blaney
Virginia
$998K -$2.11K -14 -0.2%
RC
962
Roundview Capital
New Jersey
$992K -$1.13M -7,485 -52%
WCBA
963
Weaver C. Barksdale & Associates
Tennessee
$991K +$161K +1,068 +19%
RSA
964
Robertson Stephens Advisors
California
$990K +$1.02M +6,770 New
FFWA
965
FRG Family Wealth Advisors
Washington
$986K +$228K +1,515 +29%
Rafferty Asset Management
966
Rafferty Asset Management
New York
$986K +$376K +2,497 +59%
MSAM
967
Moloney Securities Asset Management
Missouri
$984K +$1.01M +6,728 New
RMDI
968
R.M. Davis Inc
Maine
$977K -$73.7K -490 -7%
EM
969
Excalibur Management
Massachusetts
$966K
SCA
970
Snowden Capital Advisors
New York
$963K +$992K +6,589 New
IIC
971
Integrated Investment Consultants
Michigan
$959K +$257K +1,710 +35%
SOADOR
972
State of Alaska Department of Revenue
Alaska
$948K +$623K +4,140 +176%
AC
973
Abbrea Capital
California
$947K +$975K +6,479 New
MCM
974
Mork Capital Management
California
$936K
PCM
975
Princeton Capital Management
New Jersey
$929K +$956K +6,354 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.