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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
NAP
1251
New Amsterdam Partners
New York
$373K -$3.16K -21 -0.8%
ZIC
1252
ZWJ Investment Counsel
Georgia
$372K +$166K +1,100 +76%
SWA
1253
Sutton Wealth Advisors
Florida
$371K
NG
1254
Northstar Group
New York
$370K
SS
1255
Simplicity Solutions
Minnesota
$368K +$28.9K +192 +8%
Ninety One (UK)
1256
Ninety One (UK)
United Kingdom
$367K
NIC
1257
Northwest Investment Counselors
Oregon
$366K +$452 +3 +0.1%
HCM
1258
Hall Capital Management
Rhode Island
$366K +$377K +2,506 New
BOS
1259
Bingham Osborn & Scarborough
California
$365K +$13.4K +89 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
1260
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$365K +$15.1K +100 +4%
SKK
1261
Shepherd Kaplan Krochuk
Massachusetts
$362K -$224K -1,491 -38%
BL
1262
BCWM LLC
Kansas
$360K +$35.8K +238 +11%
GCMG
1263
Gyroscope Capital Management Group
Florida
$358K +$369K +2,450 New
BSB
1264
Bangor Savings Bank
Maine
$357K -$3.01K -20 -0.8%
FSA
1265
Franklin Street Advisors
North Carolina
$356K -$753 -5 -0.2%
MKC
1266
M. Kraus & Co
Vermont
$354K -$8.28K -55 -2%
MMPW
1267
Mitchell McLeod Pugh & Williams
Alabama
$354K +$48.6K +323 +15%
BO
1268
BRR OpCo
Ohio
$351K -$119K -792 -25%
FLPIM
1269
F.L. Putnam Investment Management
Massachusetts
$350K -$239K -1,588 -40%
Cetera Investment Advisers
1270
Cetera Investment Advisers
Illinois
$349K +$132K +874 +57%
FAM
1271
Fortaleza Asset Management
Illinois
$347K -$619K -4,115 -63%
CAM
1272
Cubic Asset Management
Massachusetts
$347K -$5.27K -35 -1%
WSCM
1273
Wellington Shields Capital Management
New York
$347K
IWM
1274
IHT Wealth Management
Illinois
$347K +$347K +2,303 New
OAM
1275
Oberweis Asset Management
Illinois
$344K -$151 -1 -0%

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.