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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
GIM
1301
Goelzer Investment Management
Indiana
$244K +$777 +5 +0.3%
BCM
1302
Bridgeway Capital Management
Texas
$243K
BFM
1303
Boothbay Fund Management
New York
$243K +$248K +1,598 New
CIP
1304
Champlain Investment Partners
Vermont
$243K +$249K +1,600 New
TF
1305
Trutina Financial
Washington
$242K
WA
1306
WFG Advisors
Texas
$241K +$11.5K +74 +5%
WPW
1307
Waldron Private Wealth
Pennsylvania
$239K +$245K +1,574 New
DWM
1308
Darwin Wealth Management
Florida
$238K +$243K +1,566 New
JIP
1309
Jaffetilchin Investment Partners
Florida
$237K -$178K -1,145 -42%
VCP
1310
Vista Capital Partners
Oregon
$237K
AI
1311
Accredited Investors
Minnesota
$235K +$5.91K +38 +3%
ST
1312
Spot Trading
Illinois
$234K -$2.56M -16,467 -91%
VFA
1313
Virtus Fund Advisers
Connecticut
$234K
PAM
1314
Private Asset Management
California
$233K +$238K +1,530 New
AUB
1315
Atlantic Union Bankshares
Virginia
$232K -$6.84K -44 -3%
HCM
1316
Howland Capital Management
Massachusetts
$232K -$1.55K -10 -0.7%
DDC
1317
DF Dent & Co
Maryland
$231K
TIA
1318
Tiemann Investment Advisors
California
$230K
FSCM
1319
Front Street Capital Management
Montana
$230K +$235K +1,512 New
IA
1320
Independence Advisors
Pennsylvania
$229K +$234K +1,505 New
CC
1321
Capital Counsel
New York
$228K -$933K -6,000 -80%
CTA
1322
Colonial Trust Advisors
South Carolina
$228K
SRC
1323
Stone Run Capital
New York
$228K
HHGA
1324
Halbert Hargrove Global Advisors
California
$228K +$8.09K +52 +4%
KF
1325
Krilogy Financial
Missouri
$228K +$177K +1,136 +316%

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.