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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
FAM
1251
Fenimore Asset Management
New York
$291K
CCM
1252
Coe Capital Management
Illinois
$290K
GA
1253
Geller Advisors
New York
$289K
TWM
1254
Torch Wealth Management
Ohio
$289K
FFBTD
1255
First Financial Bank - Trust Division
Ohio
$287K +$2.8K +18 +1%
HI
1256
Hudock Inc
Pennsylvania
$287K +$4.82K +31 +2%
CA
1257
Capital Advantage
California
$286K -$58.9K -379 -17%
NSAM
1258
North Star Asset Management
Wisconsin
$286K +$311 +2 +0.1%
SCM
1259
Stonebridge Capital Management
California
$285K -$622 -4 -0.2%
CP
1260
Cumberland Partners
Ontario, Canada
$281K +$287K +1,847 New
Members Trust
1261
Members Trust
Florida
$280K +$286K +1,842 New
CFA
1262
Capstone Financial Advisors
Illinois
$279K -$14.6K -94 -5%
PLFAM
1263
Pineno Levin & Ford Asset Management
Virginia
$274K
HC
1264
Henshaw Capital
Massachusetts
$272K
CAM
1265
Concorde Asset Management
Michigan
$271K +$277K +1,784 New
RWM
1266
RKL Wealth Management
Pennsylvania
$269K +$275K +1,770 New
WA
1267
WealthTrust-Arizona
Arizona
$266K
C
1268
CFO4Life
Texas
$265K +$311 +2 +0.1%
GIA
1269
Granite Investment Advisors
New Hampshire
$264K -$15.1K -97 -5%
MPAM
1270
Murphy Pohlad Asset Management
Minnesota
$264K +$31.1K +200 +13%
MCM
1271
Millie Capital Management
California
$264K +$270K +1,736 New
AW
1272
Alpha Windward
Massachusetts
$263K +$66.2K +426 +33%
ERIM
1273
Eagle Ridge Investment Management
Connecticut
$262K
GC
1274
Garde Capital
Washington
$262K
MHS
1275
M Holdings Securities
Oregon
$262K +$933 +6 +0.3%

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.