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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
BAM
1076
Brave Asset Management
New Jersey
$669K +$102K +675 +17%
MC
1077
Maverick Capital
Texas
$668K +$141K +940 +26%
AJ
1078
Ashburton (Jersey)
Jersey
$659K
PAS
1079
Partnervest Advisory Services
California
$659K +$75.9K +504 +13%
FAN
1080
Financial Advisors Network
California
$656K +$631K +4,196 New
IFS
1081
Ifrah Financial Services
Arkansas
$655K -$54.2K -360 -7%
WPA
1082
West Paces Advisors
Georgia
$649K +$668K +4,440 New
IP
1083
Intellectus Partners
California
$648K +$667K +4,429 New
QT
1084
Quantbot Technologies
New York
$643K -$5.35M -35,566 -89%
WAM
1085
Wealthspire Advisors (Maryland)
Maryland
$638K -$141K -934 -18%
ECM
1086
Endurant Capital Management
California
$637K -$527K -3,500 -45%
PCM
1087
Prelude Capital Management
New York
$637K +$396K +2,633 +153%
CPA
1088
Court Place Advisors
Maryland
$636K +$357K +2,370 +120%
ST
1089
Smithfield Trust
Pennsylvania
$633K -$23.8K -158 -4%
IC
1090
Investment Counsel
Michigan
$629K +$60.2K +400 +10%
CIM
1091
Cetera Investment Management
California
$628K -$119K -794 -16%
DI
1092
Diligent Investors
California
$627K +$445K +2,956 +222%
SIC
1093
Sigma Investment Counselors
Michigan
$624K -$4.82K -32 -0.7%
NL
1094
NWAM LLC
Washington
$624K +$177K +1,173 +38%
WCF
1095
West Coast Financial
California
$620K -$14.6K -97 -2%
MCM
1096
McKinley Capital Management
Alaska
$616K -$7.98K -53 -1%
CCT
1097
Capital City Trust
Florida
$616K +$23.3K +155 +4%
BFG
1098
Beacon Financial Group
Texas
$614K -$20.9K -139 -3%
MFWM
1099
Motley Fool Wealth Management
Virginia
$612K +$94.5K +628 +18%
GSBTD
1100
Glenview State Bank Trust Department
Illinois
$610K

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.