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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
SSIA
1326
Spero-Smith Investment Advisers
Ohio
$227K
HW
1327
Hancock Whitney
Mississippi
$227K +$232K +1,492 New
RIG
1328
Renaissance Investment Group
Massachusetts
$226K
AFWA
1329
Ancora Family Wealth Advisors
Ohio
$226K +$231K +1,485 New
BFG
1330
Beacon Financial Group
Texas
$226K +$234K +1,505 New
DOA
1331
D'Orazio & Associates
Virginia
$225K
SGS
1332
Sterling Global Strategies
California
$225K
ABTD
1333
Arvest Bank Trust Division
Oklahoma
$224K -$3.58K -23 -2%
RMAM
1334
Raab & Moskowitz Asset Management
New Jersey
$223K
PFBT
1335
Parkside Financial Bank & Trust
Missouri
$223K +$933 +6 +0.4%
LCOV
1336
London Company of Virginia
Virginia
$223K +$228K +1,467 New
FFC
1337
First Financial Corp
Indiana
$222K -$328K -2,110 -59%
LA
1338
LVW Advisors
New York
$222K -$27.8K -179 -11%
RBC
1339
Ronald Blue & Co
Georgia
$222K -$6.53K -42 -3%
VWA
1340
V Wealth Advisors
Kansas
$222K +$9.79K +63 +5%
GAM
1341
Gould Asset Management
California
$221K -$15.5K -100 -6%
CAM
1342
Cypress Asset Management
Texas
$217K -$11.7K -75 -5%
Jones Financial Companies
1343
Jones Financial Companies
Missouri
$216K -$206K -1,323 -48%
SWK
1344
Stephen W. Kidder
$216K
BCM
1345
BlueCrest Capital Management
Jersey
$216K +$221K +1,420 New
ATC
1346
Adirondack Trust Company
New York
$215K
NCM
1347
Neumann Capital Management
California
$213K
NAM
1348
Nichols Asset Management
Massachusetts
$213K
EAM
1349
Evanson Asset Management
California
$211K +$216K +1,388 New
FNT
1350
First Nebraska Trust
Nebraska
$211K +$215K +1,384 New

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.