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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
WAM
1151
Weatherly Asset Management
California
$517K -$9.03K -60 -2%
FMLI
1152
Fukoku Mutual Life Insurance
Japan
$512K
PAMG
1153
Patton Albertson Miller Group
Tennessee
$510K
WA
1154
WFG Advisors
Texas
$510K +$209K +1,392 +66%
KP
1155
Keel Point
Alabama
$507K -$4.67K -31 -0.9%
ECAM
1156
East Coast Asset Management
Massachusetts
$497K
JIP
1157
Jaffetilchin Investment Partners
Florida
$497K +$142K +946 +39%
HSA
1158
HBK Sorce Advisory
Pennsylvania
$495K -$152K -1,013 -23%
BP
1159
Ballentine Partners
Massachusetts
$495K +$22.7K +151 +5%
SCM
1160
SOL Capital Management
Maryland
$495K +$45.1K +300 +10%
OA
1161
Outfitter Advisors
Virginia
$494K -$92.6K -615 -15%
IA
1162
Independence Advisors
Pennsylvania
$494K -$1.81K -12 -0.4%
PWMAG
1163
Pinnacle Wealth Management Advisory Group
New Jersey
$491K -$7.53K -50 -1%
TCM
1164
Traynor Capital Management
Pennsylvania
$490K -$57.2K -380 -11%
KFA
1165
Kelleher Financial Advisors
New York
$490K +$151 +1 +0%
SAM
1166
Security Asset Management
New York
$488K
LJAC
1167
L.J. Altfest & Co
New York
$487K +$21.4K +142 +4%
QCG
1168
Quadrant Capital Group
Ohio
$487K +$119K +792 +30%
ACM
1169
Alta Capital Management
Utah
$484K -$22.9K -152 -4%
MHIC
1170
Marble Harbor Investment Counsel
Massachusetts
$484K
CRCP
1171
Copper Rock Capital Partners
Massachusetts
$483K -$170K -1,127 -25%
TC
1172
TFS Capital
Pennsylvania
$481K +$154K +1,024 +45%
CL
1173
Choreo LLC
Illinois
$478K +$1.96K +13 +0.4%
OCG
1174
Opus Capital Group
Ohio
$478K +$16.4K +109 +3%
DMC
1175
Drexel Morgan & Co
Pennsylvania
$477K

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.