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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
MJRIC
1001
Mogy Joel R Investment Counsel
California
$863K -$5.12K -34 -0.6%
MCA
1002
Mercer Capital Advisers
New Jersey
$860K +$105K +700 +14%
BFC
1003
Blue Fin Capital
Rhode Island
$859K +$192K +1,278 +28%
WIM
1004
Westside Investment Management
California
$856K +$823K +5,466 New
WEC
1005
Winslow Evans & Crocker
Massachusetts
$853K -$13.2K -88 -1%
NFG
1006
Next Financial Group
Texas
$841K +$80.7K +536 +10%
WWM
1007
Willingdon Wealth Management
North Carolina
$822K +$846K +5,620 New
HS
1008
HighVista Strategies
Massachusetts
$819K -$256K -1,700 -23%
CI
1009
Cowen Inc
New York
$815K +$306K +2,036 +58%
PAA
1010
Peregrine Asset Advisers
Oregon
$804K
AIM
1011
Anchor Investment Management
South Carolina
$801K +$97.4K +647 +13%
BS
1012
Banco Santander
Spain
$798K +$865K +5,745 New
CFA
1013
Carroll Financial Associates
North Carolina
$796K +$3.16K +21 +0.4%
CPA
1014
Clear Perspective Advisors
Illinois
$796K +$819K +5,445 New
TAM
1015
Taurus Asset Management
New York
$792K
CAM
1016
Carret Asset Management
New York
$792K +$57.9K +385 +8%
SLG
1017
Stanley-Laman Group
Pennsylvania
$790K +$171K +1,133 +27%
RFCA
1018
R&F Capital Advisors
New York
$790K +$813K +5,402 New
Capstone Investment Advisors
1019
Capstone Investment Advisors
New York
$788K -$1.98M -13,187 -71%
WA
1020
WP Advisors
California
$784K +$807K +5,365 New
FNFDCM
1021
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$783K
BWAM
1022
Boyd Watterson Asset Management
Ohio
$783K +$85.5K +568 +12%
C
1023
CFO4Life
Texas
$782K +$67.9K +451 +9%
ID
1024
Integral Derivatives
New York
$779K -$2.31M -15,317 -74%
ABP
1025
Arthur B. Page
$778K

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.