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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
ACM
1201
Armbruster Capital Management
New York
$443K
HFA
1202
High Falls Advisors
New York
$442K +$151 +1 +0%
FNBTCON
1203
First National Bank & Trust Co of Newtown
Pennsylvania
$439K
SC
1204
Savant Capital
Illinois
$435K -$15.1K -100 -3%
FPFS
1205
First Personal Financial Services
North Carolina
$435K -$13.7K -91 -3%
STMM
1206
South Texas Money Management
Texas
$435K +$61.9K +411 +16%
TCOT
1207
Trust Company of Toledo
Ohio
$434K +$5.57K +37 +1%
SSW
1208
Smith Shellnut Wilson
Mississippi
$433K +$446K +2,964 New
NA
1209
NewEdge Advisors
Louisiana
$429K +$411K +2,733 New
MPIA
1210
Mountain Pacific Investment Advisers
Idaho
$428K
HR
1211
Howe & Rusling
New York
$428K +$8.28K +55 +2%
DCM
1212
Driehaus Capital Management
Illinois
$428K +$440K +2,925 New
TSW
1213
Thompson Siegel & Walmsley
Virginia
$425K -$3.76K -25 -0.9%
TI
1214
Trexquant Investment
Connecticut
$424K -$491K -3,263 -53%
MRCM
1215
M&R Capital Management
New Jersey
$423K +$30.1K +200 +7%
ADL
1216
Asset Dedication LLC
California
$422K -$34.8K -231 -7%
HH
1217
Hilltop Holdings
Texas
$422K -$1.05K -7 -0.2%
FIM
1218
Frontier Investment Management
Texas
$422K +$1.96K +13 +0.5%
SGCA
1219
Steel Grove Capital Advisors
Tennessee
$421K
NCM
1220
Northside Capital Management
Oregon
$420K
LFAS
1221
Level Four Advisory Services
Texas
$420K +$433K +2,874 New
PP
1222
Patten & Patten
Tennessee
$417K +$2.71K +18 +0.6%
GLI
1223
Guardian Life Insurance
New York
$417K +$6.02K +40 +1%
NAM
1224
Nichols Asset Management
Massachusetts
$416K
LC
1225
LCNB Corp
Ohio
$416K +$428K +2,847 New

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.