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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
CRCP
1051
Copper Rock Capital Partners
Massachusetts
$622K +$635K +4,085 New
AL
1052
Aspiriant LLC
California
$621K +$80.4K +517 +15%
WIC
1053
Wilkins Investment Counsel
Massachusetts
$620K
GSBTD
1054
Glenview State Bank Trust Department
Illinois
$619K
CCM
1055
Catawba Capital Management
Virginia
$614K +$120K +775 +24%
FCCM
1056
First City Capital Management
Georgia
$612K
HWA
1057
Heritage Wealth Advisors
Virginia
$612K +$20.8K +134 +3%
FBT
1058
First Bankers Trust
Kentucky
$611K -$1.16M -7,455 -65%
BCA
1059
Benchmark Capital Advisors
New York
$610K +$390K +2,508 +167%
SLG
1060
Stanley-Laman Group
Pennsylvania
$609K -$222K -1,428 -26%
CCM
1061
Cohen Capital Management
California
$607K
OA
1062
Outfitter Advisors
Virginia
$607K
AWM
1063
Altavista Wealth Management
North Carolina
$607K +$1.4K +9 +0.2%
MC
1064
Maverick Capital
Texas
$599K +$74.6K +480 +14%
Rafferty Asset Management
1065
Rafferty Asset Management
New York
$598K -$916K -5,893 -60%
SWM
1066
SVA Wealth Management
Wisconsin
$594K +$7.77K +50 +1%
DP
1067
Dearborn Partners
Illinois
$593K +$62.2K +400 +11%
CIA
1068
Capital Investment Advisors
Georgia
$592K -$24.3K -156 -4%
CCG
1069
Cypress Capital Group
Florida
$591K -$184K -1,185 -23%
HSA
1070
HBK Sorce Advisory
Pennsylvania
$586K +$16.5K +106 +3%
ONB
1071
Old National Bancorp
Indiana
$581K +$284K +1,824 +91%
CCT
1072
Capital City Trust
Florida
$581K +$594K +3,820 New
LBC
1073
Lawrence B. Cohen
$578K
ZAM
1074
Zevin Asset Management
Massachusetts
$573K
RIM
1075
RS Investment Management
California
$572K

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.