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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
RB
1276
Rodgers Brothers
Pennsylvania
$344K
FHA
1277
First Horizon Advisors
Tennessee
$340K
PIM
1278
Profit Investment Management
Maryland
$338K
PC
1279
Palo Capital
California
$337K -$114K -756 -25%
HCA
1280
Harbour Capital Advisors
Virginia
$337K +$151K +1,000 +77%
TAM
1281
Trillium Asset Management
Massachusetts
$336K -$233K -1,549 -40%
CCG
1282
Chatham Capital Group
Georgia
$335K -$12K -80 -3%
GC
1283
Garde Capital
Washington
$334K +$79.8K +530 +30%
RFS
1284
Rockefeller Financial Services
New York
$333K -$210K -1,395 -38%
CGL
1285
Clarius Group LLC
Washington
$333K -$45.9K -305 -12%
CICI
1286
Capital Investment Counsel Inc
North Carolina
$333K +$30.1K +200 +10%
AF
1287
Allworth Financial
California
$331K -$33.4K -222 -9%
EWA
1288
Exencial Wealth Advisors
Oklahoma
$331K -$31.2K -207 -8%
BHIA
1289
Birch Hill Investment Advisors
Massachusetts
$331K -$7.53K -50 -2%
FMW
1290
Farr Miller & Washington
District of Columbia
$331K
LGC
1291
Laurel Grove Capital
California
$329K +$128K +850 +61%
CCMD
1292
Cypress Capital Management (Delaware)
Delaware
$328K +$338K +2,245 New
PL
1293
Parthenon LLC
Kentucky
$326K +$12K +80 +4%
VC
1294
Vicus Capital
Pennsylvania
$325K +$39.4K +262 +13%
BPCE
1295
Bank Pictet & Cie (Europe)
Germany
$322K
HCM
1296
Highlander Capital Management
New Jersey
$322K
PFO
1297
Pathstone Family Office
New Jersey
$321K +$331K +2,197 New
ITIM
1298
Indiana Trust & Investment Management
Indiana
$320K
BWP
1299
BSW Wealth Partners
Colorado
$320K +$277K +1,841 +526%
CS
1300
Credential Securities
$320K -$4.97K -33 -1%

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.