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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
ORI
1351
Oak Ridge Investments
Illinois
$209K -$311 -2 -0.1%
FPCP
1352
Fort Point Capital Partners
California
$208K +$212K +1,366 New
TGI
1353
Tradewinds Global Investors
California
$207K -$14.3K -92 -6%
ZIC
1354
ZWJ Investment Counsel
Georgia
$206K -$4.66K -30 -2%
ECM
1355
EagleClaw Capital Management
Massachusetts
$205K
MC
1356
Middleton & Co
Massachusetts
$205K
WCF
1357
West Coast Financial
California
$204K +$311 +2 +0.1%
HCA
1358
Harbour Capital Advisors
Virginia
$203K
CCA
1359
Conestoga Capital Advisors
Pennsylvania
$202K -$31.1K -200 -13%
AAM
1360
Autus Asset Management
Arizona
$202K -$18.7K -120 -8%
KAM
1361
Keeley Asset Management
Illinois
$202K +$206K +1,325 New
CWM
1362
Calamos Wealth Management
Illinois
$202K +$206K +1,326 New
DI
1363
Diligent Investors
California
$202K +$207K +1,330 New
MC
1364
Miles Capital
Iowa
$201K -$153K -987 -43%
CI
1365
Cavalier Investments
Georgia
$201K -$4.35K -28 -2%
BO
1366
Bach Option
Hong Kong
$201K +$205K +1,319 New
GIP
1367
Greatmark Investment Partners
Georgia
$201K +$205K +1,320 New
RFWA
1368
RPg Family Wealth Advisory
Massachusetts
$199K -$25.2K -162 -11%
1832 Asset Management
1369
1832 Asset Management
Ontario, Canada
$196K +$194K +1,246 +3,368%
VCM
1370
Vigilant Capital Management
Maine
$195K +$5.13K +33 +3%
BEAM
1371
Baker Ellis Asset Management
Washington
$190K
EWM
1372
Endurance Wealth Management
Rhode Island
$190K
HDIM
1373
Hanson & Doremus Investment Management
Vermont
$181K +$5.44K +35 +3%
CHP
1374
Cable Hill Partners
Oregon
$176K -$6.68K -43 -4%
CCM
1375
Cribstone Capital Management
Maine
$174K -$765K -4,920 -81%

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.