We are live on ! Find out more

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
NCIM
1051
New Century Investment Management
Michigan
$731K -$16.7K -111 -2%
BW
1052
Bison Wealth
Georgia
$728K -$189K -1,257 -20%
SFSG
1053
Stearns Financial Services Group
North Carolina
$726K +$452 +3 +0.1%
HA
1054
Hamel Associates
New Jersey
$723K +$71.5K +475 +11%
DG
1055
Davidson & Garrard
Virginia
$720K +$9.48K +63 +1%
CAM
1056
Close Asset Management
United Kingdom
$720K +$741K +4,922 New
DWT
1057
Dorsey & Whitney Trust
South Dakota
$713K -$64.1K -426 -8%
ATC
1058
Argent Trust Co
Tennessee
$713K +$99.9K +664 +16%
FCM
1059
Forester Capital Management
Illinois
$708K -$1.87M -12,400 -72%
LCP
1060
Legacy Capital Partners
Wisconsin
$706K -$79K -525 -10%
CBU
1061
CIBC Bank USA
Illinois
$706K +$125K +830 +21%
B
1062
Bailard
California
$701K -$525K -3,487 -42%
BBA
1063
BLB&B Advisors
Pennsylvania
$701K
BRWA
1064
B. Riley Wealth Advisors
Florida
$699K -$28.4K -189 -4%
FAM
1065
Formidable Asset Management
Ohio
$697K -$18.1K -120 -2%
PFSC
1066
Peoples Financial Services Corp
Pennsylvania
$692K
NFC
1067
Northeast Financial Consultants
Connecticut
$691K
CFP
1068
Cornerstone Financial Partners
North Carolina
$690K -$73.9K -491 -9%
AT
1069
Argent Trust
Texas
$690K -$9.63K -64 -1%
LWAC
1070
Laurel Wealth Advisors (California)
California
$690K -$1.05K -7 -0.1%
CT
1071
Cambridge Trust
Massachusetts
$685K +$107K +709 +18%
ACA
1072
Anchor Capital Advisors
Massachusetts
$682K -$17.8M -118,325 -96%
NB
1073
NBT Bank
New York
$679K +$96.3K +640 +16%
JIR
1074
James Investment Research
Ohio
$673K -$10.2M -67,751 -94%
ARMT
1075
Amica Retiree Medical Trust
Rhode Island
$670K

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.