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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
FNFDCM
1026
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$693K -$35K -225 -5%
PFSC
1027
Peoples Financial Services Corp
Pennsylvania
$692K
BWAM
1028
Boyd Watterson Asset Management
Ohio
$692K +$13.2K +85 +2%
CT
1029
Cambridge Trust
Massachusetts
$689K -$52.1K -335 -7%
BW
1030
Bison Wealth
Georgia
$687K +$72.9K +469 +12%
CBU
1031
CIBC Bank USA
Illinois
$686K -$3.89K -25 -0.6%
PFC
1032
Phocas Financial Corp
California
$685K
RA
1033
Rational Advisors
New York
$685K +$700K +4,500 New
SIC
1034
Sigma Investment Counselors
Michigan
$681K -$6.22K -40 -0.9%
PAM
1035
Paradigm Asset Management
New York
$680K +$42K +270 +6%
RFS
1036
Rockefeller Financial Services
New York
$676K -$116K -743 -14%
SFSG
1037
Stearns Financial Services Group
North Carolina
$675K +$6.84K +44 +1%
FFWA
1038
FRG Family Wealth Advisors
Washington
$675K +$70.7K +455 +11%
FNB
1039
Farmers National Bank
Kentucky
$674K +$260K +1,670 +61%
VKH
1040
Virtu KCG Holdings
New York
$673K +$231K +1,484 +50%
GHAM
1041
Gilman Hill Asset Management
Connecticut
$671K +$6.37K +41 +0.9%
BBI
1042
Baxter Bros Inc
Connecticut
$662K +$677K +4,354 New
BRWA
1043
B. Riley Wealth Advisors
Florida
$658K -$80.1K -515 -11%
VNA
1044
VNBTrust National Association
Virginia
$654K -$777 -5 -0.1%
Fuller & Thaler Asset Management
1045
Fuller & Thaler Asset Management
California
$651K
HA
1046
Hamel Associates
New Jersey
$643K +$657K +4,225 New
ATC
1047
Argent Trust Co
Tennessee
$639K -$273K -1,758 -30%
BCM
1048
Bluefin Capital Management
New York
$636K +$650K +4,181 New
SAM
1049
Shamrock Asset Management
Texas
$634K -$12.9K -83 -2%
NAMA
1050
Nikko Asset Management Americas
New York
$630K -$155K -1,000 -19%

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.