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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
SPC
976
Stewart & Patten Company
California
$928K
WPP
977
Whalerock Point Partners
Rhode Island
$928K +$35.8K +238 +4%
WA1
978
Wimmer Associates 1
California
$926K +$58.8K +391 +7%
CCM
979
Compton Capital Management
Rhode Island
$922K -$925K -6,145 -49%
BVDMP
980
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$921K
GHAM
981
Gilman Hill Asset Management
Connecticut
$921K +$270K +1,796 +40%
WP
982
WMS Partners
Maryland
$919K -$25.3K -168 -3%
CHAM
983
Clear Harbor Asset Management
Connecticut
$919K +$99.3K +660 +12%
ST
984
Spot Trading
Illinois
$919K +$946K +6,287 New
CCA
985
Cobblestone Capital Advisors
New York
$909K -$78.9K -524 -8%
LPT
986
Legacy Private Trust
Wisconsin
$902K -$1.08M -7,155 -54%
BAC
987
Boys Arnold & Co
North Carolina
$898K -$20.5K -136 -2%
HCMNY
988
Howard Capital Management (New York)
New York
$898K
BIA
989
Biondo Investment Advisors
Pennsylvania
$896K -$20.2K -134 -2%
YWP
990
YorkBridge Wealth Partners
New York
$896K +$927K +6,159 New
WTB
991
Washington Trust Bank
Washington
$894K -$54.5K -362 -6%
SFA
992
Sequoia Financial Advisors
Ohio
$890K -$208K -1,384 -19%
PTC
993
Private Trust Company
Ohio
$890K +$370K +2,457 +68%
FUBT
994
First United Bank & Trust
Maryland
$887K -$63.1K -419 -6%
OC
995
Oarsman Capital
Wisconsin
$886K -$204K -1,355 -18%
GT
996
Glenview Trust
Kentucky
$882K +$908K +6,031 New
AIM
997
Advantage Investment Management
Iowa
$879K +$104K +694 +13%
HPBT
998
High Point Bank & Trust
North Carolina
$877K
NERM
999
New England Research & Management
Illinois
$872K -$196K -1,300 -18%
BTIS
1000
BB&T Investment Services
North Carolina
$868K +$896K +5,953 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.