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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
SGA
101
Sustainable Growth Advisers
Connecticut
$108M -$69.4M -461,095 -38%
GC
102
Guggenheim Capital
Illinois
$106M +$7.46M +49,543 +7%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$106M +$459K +3,051 +0.4%
CS
104
Candriam SCA
Luxembourg
$104M +$11.2M +74,647 +12%
SAC
105
Smith Affiliated Capital
New York
$103M
Canada Life
106
Canada Life
Manitoba, Canada
$102M +$9.94M +66,075 +10%
PI
107
PGGM Investments
Netherlands
$102M -$3.63M -24,097 -3%
Aviva
108
Aviva
United Kingdom
$99.1M -$670K -4,451 -0.7%
O
109
OppenheimerFunds
New York
$99.1M -$45.2M -300,233 -31%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$96.6M +$43.8K +291 +0%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$95M -$3.59M -23,822 -4%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$94.6M +$3.79M +25,176 +4%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$92.3M
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$91.8M +$3.38M +22,462 +4%
VanEck Associates
115
VanEck Associates
New York
$91.6M +$8.11M +53,879 +9%
Stifel Financial
116
Stifel Financial
Missouri
$88.8M +$14M +92,984 +18%
NFA
117
Nationwide Fund Advisors
Ohio
$86.3M -$13.9M -92,610 -14%
Barclays
118
Barclays
United Kingdom
$82.1M -$1.86M -12,335 -2%
JMPWA
119
JP Morgan Private Wealth Advisors
California
$81.6M +$2.49M +16,521 +3%
RJA
120
Raymond James & Associates
Florida
$81.4M +$3.11M +20,639 +4%
AAM
121
Aberdeen Asset Management
United Kingdom
$79.2M +$9.9M +65,803 +14%
SIM
122
Stelliam Investment Management
New York
$78.2M +$23.7M +157,500 +42%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$78.2M +$15.5M +102,688 +24%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$75.9M +$2.21M +14,677 +3%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$75.7M -$35.6M -236,267 -31%

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.