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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
HI
1126
Handelsinvest Investeringsforvaltning
Denmark
$570K -$677K -4,500 -54%
FBT
1127
First Bankers Trust
Kentucky
$565K
DP
1128
Dearborn Partners
Illinois
$559K -$11.6K -77 -2%
FHC
1129
First Houston Capital
Texas
$556K -$850K -5,650 -60%
OLA
1130
Oliver Luxxe Assets
New Jersey
$555K -$7.98K -53 -1%
Verition Fund Management
1131
Verition Fund Management
Connecticut
$554K -$42.9K -285 -7%
OWP
1132
Obermeyer Wealth Partners
Colorado
$554K -$22.6K -150 -4%
ZAM
1133
Zevin Asset Management
Massachusetts
$551K
TCM
1134
Tanaka Capital Management
New York
$547K +$58.1K +386 +12%
DA
1135
Dillon & Associates
Michigan
$546K
BBI
1136
Baxter Bros Inc
Connecticut
$542K -$7.53K -50 -1%
ZCA
1137
Zeke Capital Advisors
Pennsylvania
$542K +$308K +2,046 +123%
Tudor Investment Corp
1138
Tudor Investment Corp
Connecticut
$541K -$2.65M -17,633 -83%
SH
1139
Svenska Handelsbanken
Sweden
$541K
HAG
1140
HighPoint Advisor Group
Illinois
$539K +$52.8K +351 +13%
SAM
1141
Shamrock Asset Management
Texas
$534K -$58.2K -387 -10%
TWI
1142
Thomas White International
Illinois
$534K
MBTD
1143
Mechanics Bank - Trust Department
California
$534K +$84.9K +564 +18%
BMC
1144
Benin Management Corp
Connecticut
$532K +$548K +3,640 New
KB
1145
Kimelman & Baird
New York
$526K
PAG
1146
Pinnacle Advisory Group
Maryland
$526K +$25.4K +169 +5%
LTI
1147
Laffer Tengler Investments
Tennessee
$524K -$2.63M -17,486 -83%
AL
1148
Aspiriant LLC
California
$521K -$77.8K -517 -13%
CCM
1149
Check Capital Management
California
$520K +$287K +1,908 +116%
CBTWT
1150
Community Bank & Trust (Waco, Texas)
Texas
$519K -$67.7K -450 -11%

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.