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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
NFG
1301
Nadler Financial Group
Illinois
$319K +$13.4K +89 +4%
CC
1302
Capital Counsel
New York
$317K
CCA
1303
Catalyst Capital Advisors
New York
$314K -$57.9K -385 -15%
PG
1304
Patten Group
Tennessee
$311K +$17K +113 +6%
PFS
1305
Prospera Financial Services
Texas
$309K -$224K -1,486 -42%
SIP
1306
Stoneridge Investment Partners
Pennsylvania
$309K +$318K +2,112 New
CA
1307
Cornerstone Advisory
Maryland
$307K -$182K -1,209 -37%
NCCM
1308
Nine Chapters Capital Management
New Jersey
$307K +$316K +2,100 New
IAMOG
1309
Investors Asset Management of Georgia
Georgia
$306K
IAA
1310
Independent Advisor Alliance
North Carolina
$305K +$297K +1,975 New
KF
1311
Krilogy Financial
Missouri
$302K +$126K +836 +68%
NAM
1312
North American Management
Massachusetts
$301K
LCOV
1313
London Company of Virginia
Virginia
$300K
GIM
1314
Greylin Investment Management
Virginia
$299K +$105K +697 +52%
ECM
1315
Ensemble Capital Management
California
$297K +$306K +2,030 New
HI
1316
Hudock Inc
Pennsylvania
$296K +$1.2K +8 +0.4%
CA
1317
Capital Advantage
California
$294K +$19.4K +129 +7%
KFP
1318
Keystone Financial Planning
Ohio
$294K +$302K +2,008 New
EGM
1319
Engineers Gate Manager
New York
$292K -$271K -1,800 -47%
CM
1320
Castleark Management
Illinois
$292K
FM
1321
Family Management
New York
$292K
CCA
1322
Clearwater Capital Advisors
Illinois
$291K +$291K +1,933 New
CAM
1323
Concorde Asset Management
Michigan
$290K -$34.8K -231 -11%
BWA
1324
Burt Wealth Advisors
Maryland
$290K +$232K +1,543 +351%
FIM
1325
Fruth Investment Management
Texas
$289K

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.