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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
WP
1226
WealthSource Partners
California
$326K +$333K +2,140 New
NFG
1227
Next Financial Group
Texas
$322K +$2.33K +15 +0.7%
NFG
1228
Nadler Financial Group
Illinois
$321K +$933 +6 +0.3%
BWP
1229
BSW Wealth Partners
Colorado
$318K
FANJ
1230
Financial Architects (New Jersey)
New Jersey
$317K +$123K +790 +61%
OWP
1231
Obermeyer Wealth Partners
Colorado
$314K
NAM
1232
North American Management
Massachusetts
$313K
PCM
1233
Prelude Capital Management
New York
$311K -$64.5K -415 -17%
AL
1234
Agran Libbie
California
$310K -$1.71K -11 -0.5%
NRS
1235
Neville Rodie & Shaw
New York
$310K
SEIA
1236
Signature Estate & Investment Advisors
California
$309K -$106K -682 -25%
MFWM
1237
Motley Fool Wealth Management
Virginia
$309K +$316K +2,032 New
CM
1238
Castleark Management
Illinois
$304K
FM
1239
Family Management
New York
$304K
HCC
1240
Hirtle Callaghan & Co
Pennsylvania
$304K
LPC
1241
Loeb Partners Corp
New York
$304K +$311K +2,000 New
VSWA
1242
Vontobel Swiss Wealth Advisors
Switzerland
$303K +$344K +2,210 New
FIM
1243
Fruth Investment Management
Texas
$302K -$15.5K -100 -5%
CPA
1244
Court Place Advisors
Maryland
$301K +$39.3K +253 +15%
NIM
1245
Northeast Investment Management
Massachusetts
$300K
BL
1246
BCWM LLC
Kansas
$299K -$53.3K -343 -15%
HIM
1247
Hillsdale Investment Management
Ontario, Canada
$298K -$46.6K -300 -13%
PHAM
1248
Palisades Hudson Asset Management
Florida
$296K -$46.2K -297 -13%
GIM
1249
Greystone Investment Management
Ohio
$295K
SAMC
1250
Shinko Asset Management Company
Japan
$293K -$7.62K -49 -2%

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.