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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
RCM
1326
Radnor Capital Management
Pennsylvania
$288K +$296K +1,967 New
GXMC
1327
Global X Management Company
New York
$286K +$236K +1,567 +402%
PHAM
1328
Palisades Hudson Asset Management
Florida
$285K
PLFAM
1329
Pineno Levin & Ford Asset Management
Virginia
$285K
TSS
1330
Two Sigma Securities
New York
$284K -$577K -3,834 -66%
PNAA
1331
Pictet North America Advisors
Switzerland
$284K
AIP
1332
Ahrens Investment Partners
Louisiana
$284K +$293K +1,945 New
BCM
1333
Bluefin Capital Management
New York
$280K -$407K -2,706 -59%
CCM
1334
Coe Capital Management
Illinois
$279K
TWM
1335
Torch Wealth Management
Ohio
$278K
FRM
1336
Fox Run Management
Connecticut
$278K +$45.1K +300 +19%
AIP
1337
ARS Investment Partners
New York
$278K +$286K +1,900 New
MCM
1338
Mengis Capital Management
Oregon
$272K -$7.53K -50 -3%
FMTCOCP
1339
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$272K +$280K +1,860 New
IP
1340
Investment Partners
Ohio
$270K -$353K -2,343 -56%
ZCI
1341
Zevenbergen Capital Investments
Washington
$270K -$3.76K -25 -1%
SFWA
1342
Summit Financial Wealth Advisors
Louisiana
$270K
AW
1343
Alpha Windward
Massachusetts
$267K +$20.6K +137 +8%
FFBTD
1344
First Financial Bank - Trust Division
Ohio
$263K -$2.26K -15 -0.8%
HC
1345
Henshaw Capital
Massachusetts
$262K
SMC
1346
Smith, Moore & Co
Missouri
$259K +$29.3K +195 +12%
AAMU
1347
Amundi Asset Management US
Massachusetts
$258K +$32.1K +213 +14%
PC
1348
Polar Capital
United Kingdom
$256K -$35M -232,263 -99%
WA
1349
WealthTrust-Arizona
Arizona
$256K +$151 +1 +0.1%
RIG
1350
Roosevelt Investment Group
New York
$256K +$10.5K +70 +4%

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.