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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
ARMC
1026
American Research & Management Company
Massachusetts
$777K -$37.6K -250 -4%
VCAM
1027
Van Cleef Asset Management
Ohio
$773K +$15.1K +100 +2%
BFS
1028
Bradley Foster & Sargent
Connecticut
$768K -$111K -739 -12%
HWA
1029
HCR Wealth Advisors
California
$766K +$788K +5,239 New
MIM
1030
Miller Investment Management
Pennsylvania
$765K
MWP
1031
MYCIO Wealth Partners
Pennsylvania
$765K +$113K +753 +17%
RCM
1032
RB Capital Management
Nevada
$764K +$786K +5,223 New
FWCM
1033
First Western Capital Management
California
$762K -$674K -4,476 -46%
FC
1034
FIC Capital
New York
$759K -$30.1K -200 -4%
MCM
1035
Manchester Capital Management
Vermont
$758K
BLAM
1036
Bourne Lent Asset Management
New York
$757K +$226K +1,500 +41%
PI
1037
Pettee Investors
Connecticut
$756K
HIC
1038
Holderness Investments Company
North Carolina
$753K +$32.4K +215 +4%
RVM
1039
Robinson Value Management
Texas
$753K +$775K +5,150 New
FPB
1040
First PREMIER Bank
South Dakota
$750K +$246K +1,637 +47%
FNB
1041
Farmers National Bank
Kentucky
$749K +$75.3K +500 +11%
WB
1042
Webster Bank
Connecticut
$747K +$301 +2 +0%
APP
1043
Avantax Planning Partners
Iowa
$744K +$766K +5,088 New
KLWA
1044
Kelly Lawrence W & Associates
California
$742K -$4.62M -30,700 -86%
BCM
1045
Bourgeon Capital Management
Connecticut
$741K +$67.4K +448 +10%
PA
1046
Parallel Advisors
California
$739K +$761K +5,055 New
RCAG
1047
Rehmann Capital Advisory Group
Michigan
$733K +$19.7K +131 +3%
IAS
1048
IMA Advisory Services
Colorado
$732K -$178K -1,183 -19%
BCA
1049
Benchmark Capital Advisors
New York
$732K +$151K +1,000 +25%
NJBEST
1050
New Jersey Better Educational Savings Trust
New Jersey
$731K -$181K -1,200 -19%

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.