We are live on ! Find out more

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
CA
1101
Cornerstone Advisory
Maryland
$531K +$466 +3 +0.1%
TCM
1102
Traynor Capital Management
Pennsylvania
$531K +$42K +270 +9%
HCM
1103
Hollencrest Capital Management
California
$529K +$541K +3,478 New
ACM
1104
Alta Capital Management
Utah
$527K
PAG
1105
Pinnacle Advisory Group
Maryland
$519K +$2.64K +17 +0.5%
CBTWT
1106
Community Bank & Trust (Waco, Texas)
Texas
$517K
ECAM
1107
East Coast Asset Management
Massachusetts
$517K
OLA
1108
Oliver Luxxe Assets
New Jersey
$515K +$526K +3,382 New
TCM
1109
Tanaka Capital Management
New York
$512K -$7.77K -50 -1%
KFA
1110
Kelleher Financial Advisors
New York
$509K -$44.6K -287 -8%
IC
1111
Investment Counsel
Michigan
$509K +$521K +3,348 New
SAM
1112
Security Asset Management
New York
$507K -$13.2K -85 -2%
PWMAG
1113
Pinnacle Wealth Management Advisory Group
New Jersey
$504K +$19.4K +125 +4%
EWM
1114
Empirical Wealth Management
Washington
$501K +$35K +225 +7%
SKK
1115
Shepherd Kaplan Krochuk
Massachusetts
$500K +$6.37K +41 +1%
DMC
1116
Drexel Morgan & Co
Pennsylvania
$496K
LOAMS
1117
Lombard Odier Asset Management (Switzerland)
Switzerland
$495K
SOAMC
1118
Spirit of America Management Corp
New York
$494K
WA
1119
Wheatland Advisors
Pennsylvania
$494K
BP
1120
Ballentine Partners
Massachusetts
$494K +$5.29K +34 +1%
LJAC
1121
L.J. Altfest & Co
New York
$487K -$1.31M -8,446 -73%
VFS
1122
VSR Financial Services
Kansas
$482K -$2.03M -13,089 -81%
KP
1123
Keel Point
Alabama
$482K
ST
1124
Smithfield Trust
Pennsylvania
$482K +$24.7K +159 +5%
Kovitz Investment Group Partners
1125
Kovitz Investment Group Partners
Illinois
$479K -$38.9K -250 -7%

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.