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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
AWA
1176
Arete Wealth Advisors
Illinois
$393K +$9.95K +64 +3%
CGL
1177
Clarius Group LLC
Washington
$392K -$20.7K -133 -5%
MKC
1178
M. Kraus & Co
Vermont
$392K
STMM
1179
South Texas Money Management
Texas
$391K -$21.6K -139 -5%
JT
1180
Jump Trading
Illinois
$390K +$399K +2,564 New
SIG
1181
Schooner Investment Group
Pennsylvania
$386K
SWA
1182
Sutton Wealth Advisors
Florida
$385K
NG
1183
Northstar Group
New York
$385K
AF
1184
Allworth Financial
California
$380K -$18.2K -117 -4%
NIC
1185
Northwest Investment Counselors
Oregon
$380K +$6.22K +40 +2%
CAAS
1186
Capital Asset Advisory Services
Michigan
$379K +$5.44K +35 +1%
OAM
1187
Oberweis Asset Management
Illinois
$378K -$23.5K -151 -6%
MWAC
1188
Mariner Wealth Advisors (Cincinnati)
Ohio
$377K +$83.3K +536 +28%
CAG
1189
Crestwood Advisors Group
Massachusetts
$376K
FSA
1190
Franklin Street Advisors
North Carolina
$375K
RA
1191
RFG Advisory
Alabama
$373K +$381K +2,451 New
CIP
1192
Cornerstone Investment Partners
Georgia
$369K +$377K +2,428 New
QCG
1193
Quadrant Capital Group
Ohio
$368K -$10.7K -69 -3%
CAM
1194
Cubic Asset Management
Massachusetts
$366K
TC
1195
TFS Capital
Pennsylvania
$366K +$374K +2,403 New
WSCM
1196
Wellington Shields Capital Management
New York
$361K -$466K -3,000 -56%
CCG
1197
Chatham Capital Group
Georgia
$360K
TPWA
1198
TRUE Private Wealth Advisors
Oregon
$359K +$10.3K +66 +3%
CWA
1199
Cypress Wealth Advisors
California
$358K +$12.9K +83 +4%
FLAM
1200
First Light Asset Management
Minnesota
$355K

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.