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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
MFIMFI
1151
Mesirow Financial Investment Management - Fixed Income
Illinois
$430K -$429K -2,760 -49%
GLI
1152
Guardian Life Insurance
New York
$429K +$4.66K +30 +1%
CBN
1153
Cadence Bank NA
Texas
$428K -$56.4K -363 -11%
SSWM
1154
Smith Salley Wealth Management
North Carolina
$428K -$38.9K -250 -8%
TCOT
1155
Trust Company of Toledo
Ohio
$427K -$7.77K -50 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
1156
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$426K -$23.5M -151,216 -98%
PP
1157
Patten & Patten
Tennessee
$425K -$17.3K -111 -4%
ADL
1158
Asset Dedication LLC
California
$422K -$22.2K -143 -5%
CPIM
1159
Columbia Partners Investment Management
Virginia
$422K +$11.2K +72 +3%
CL
1160
Choreo LLC
Illinois
$421K +$93.3K +600 +28%
WPC
1161
Waters Parkerson & Co
Louisiana
$419K -$385K -2,475 -47%
FMWA
1162
Forvis Mazars Wealth Advisors
Missouri
$416K +$8.24K +53 +2%
GHA
1163
GW Henssler & Associates
Georgia
$413K +$12.9K +83 +3%
BOS
1164
Bingham Osborn & Scarborough
California
$412K +$8.09K +52 +2%
PFS
1165
Prospera Financial Services
Texas
$412K +$96.1K +618 +30%
FBFS
1166
First Business Financial Services
Wisconsin
$410K -$51.2K -329 -11%
KFC
1167
Klingenstein Fields & Co
New York
$410K
BJL
1168
Brighton Jones LLC
Washington
$410K +$5.91K +38 +1%
NAP
1169
New Amsterdam Partners
New York
$408K +$417K +2,683 New
UF
1170
Univest Financial
Pennsylvania
$406K +$203K +1,307 +96%
KFS
1171
Kurt F. Somerville
$405K
MRCM
1172
M&R Capital Management
New Jersey
$403K
SIM
1173
SSI Investment Management
California
$401K +$8.24K +53 +2%
JWM
1174
Jacobus Wealth Management
Wisconsin
$399K -$141K -904 -26%
GJCM
1175
Grand Jean Capital Management
California
$393K

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.