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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
Lido Advisors
1226
Lido Advisors
California
$414K +$426K +2,832 New
SSWM
1227
Smith Salley Wealth Management
North Carolina
$411K
ATIA
1228
American Trust Investment Advisors
New Hampshire
$410K -$55.7K -370 -12%
NIM
1229
Northeast Investment Management
Massachusetts
$410K -$34.6K -230 -8%
MHS
1230
M Holdings Securities
Oregon
$410K +$156K +1,038 +59%
AA
1231
ALPS Advisors
Colorado
$404K -$15.4K -102 -4%
RA
1232
RFG Advisory
Alabama
$403K
MCM
1233
MV Capital Management
Maryland
$401K -$23.6K -157 -5%
RFA
1234
Reilly Financial Advisors
California
$400K +$12.3K +82 +3%
S
1235
SignatureFD
Georgia
$399K -$35.7K -237 -8%
SCM
1236
Stonebridge Capital Management
California
$398K +$128K +850 +45%
KFC
1237
Klingenstein Fields & Co
New York
$395K +$1.66K +11 +0.4%
BC
1238
Banced Corp
Illinois
$395K +$52.1K +346 +15%
CWA
1239
Cypress Wealth Advisors
California
$394K +$8.43K +56 +2%
AL
1240
Agran Libbie
California
$393K +$90.3K +600 +29%
KFS
1241
Kurt F. Somerville
$389K
VF
1242
Virtu Financial
New York
$388K +$108K +720 +37%
Acadian Asset Management
1243
Acadian Asset Management
Massachusetts
$384K +$356K +2,366 +880%
GCA
1244
Gideon Capital Advisors
New York
$384K +$395K +2,626 New
JWM
1245
Jacobus Wealth Management
Wisconsin
$383K
SIM
1246
SSI Investment Management
California
$381K -$602 -4 -0.2%
CAG
1247
Crestwood Advisors Group
Massachusetts
$381K +$24.1K +160 +7%
GJCM
1248
Grand Jean Capital Management
California
$377K
TPWA
1249
TRUE Private Wealth Advisors
Oregon
$377K
CAM
1250
Covenant Asset Management
New Jersey
$375K +$386K +2,567 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.