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1,472 hedge funds and large institutions have $91.3B invested in Amgen in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 631 increasing their positions, 504 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

25% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 504

3% more funds holding

Funds holding: 1,4341,472 (+38)

2% more capital invested

Capital invested by funds: $89.5B → $91.3B (+$1.8B)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

21% less call options, than puts

Call options by funds: $792M | Put options by funds: $1B

Holders
1,472
Holders Change
+38
Holders Change %
+2.65%
% of All Funds
39.27%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.27%
New
112
Increased
631
Reduced
504
Closed
60
Calls
$792M
Puts
$1B
Net Calls
-$209M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1001
Carret Asset Management
New York
$766K +$572K +3,680 +272%
CG
1002
Caprock Group
Idaho
$764K -$14.6K -94 -2%
HIC
1003
Holderness Investments Company
North Carolina
$762K -$31.3K -201 -4%
Cetera Investment Advisers
1004
Cetera Investment Advisers
Illinois
$759K +$56.9K +366 +8%
BCAM
1005
Boston Common Asset Management
Massachusetts
$754K +$83.2K +535 +12%
LWAC
1006
Laurel Wealth Advisors (California)
California
$753K +$50.1K +322 +7%
GIA
1007
GHP Investment Advisors
Colorado
$747K
DG
1008
Davidson & Garrard
Virginia
$740K
AT
1009
Argent Trust
Texas
$738K -$155 -1 -0%
IIC
1010
Integrated Investment Consultants
Michigan
$737K +$342K +2,200 +83%
BBA
1011
BLB&B Advisors
Pennsylvania
$730K
AA
1012
Ancora Advisors
Ohio
$727K -$2.18K -14 -0.3%
PAIA
1013
Park Avenue Institutional Advisers
New York
$722K -$1.4K -9 -0.2%
NFC
1014
Northeast Financial Consultants
Connecticut
$719K +$187K +1,200 +34%
WB
1015
Webster Bank
Connecticut
$717K
AAS
1016
Annex Advisory Services
Wisconsin
$715K +$14.9K +96 +2%
BFC
1017
Blue Fin Capital
Rhode Island
$714K -$777 -5 -0.1%
AIM
1018
Anchor Investment Management
South Carolina
$711K -$3.11K -20 -0.4%
SLF
1019
Sun Life Financial
Ontario, Canada
$708K -$448K -2,884 -38%
JIR
1020
James Investment Research
Ohio
$703K -$101K -650 -12%
NB
1021
NBT Bank
New York
$703K -$3.89K -25 -0.5%
BCM
1022
Bourgeon Capital Management
Connecticut
$702K
ICOA
1023
Investment Centers of America
North Dakota
$702K +$718K +4,617 New
QI
1024
Quotient Investors
New York
$699K -$785K -5,050 -52%
ARMT
1025
Amica Retiree Medical Trust
Rhode Island
$697K

AMGN Hedge Fund Activity: Q2 2016 in Review

1,472 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2016, worth a combined $91.3B — up 2% from $89.5B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AMGN positions and 60 closed out — a net gain of 52 holders — while 631 added to existing stakes and 504 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $241M. The largest seller was Royal London Asset Management, cutting an estimated $4.27B.

  • 1,472 institutional investors held Amgen (AMGN) as of Q2 2016, up from 1,434 in Q1 2016.
  • Funds reported $91.3B of Amgen stock for Q2 2016, up 2% quarter-over-quarter.
  • 112 funds opened new Amgen positions in Q2 2016 and 60 closed out, a net change of +52 holders.
  • The largest Amgen buyer in Q2 2016 was Nordea Investment Management, an estimated $241M added.
  • The largest Amgen seller in Q2 2016 was Royal London Asset Management, an estimated $4.27B sold.

Based on aggregated 13F filings for Q2 2016.