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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
MC
1351
Middleton & Co
Massachusetts
$254K
MCM
1352
Millie Capital Management
California
$254K
IDBONY
1353
Israel Discount Bank of New York
New York
$253K +$260K +1,730 New
WA
1354
WBH Advisory
Maryland
$252K +$151 +1 +0.1%
NFG
1355
Nations Financial Group
Iowa
$252K +$260K +1,726 New
CFA
1356
Capstone Financial Advisors
Illinois
$250K -$14.7K -98 -5%
FSCM
1357
Front Street Capital Management
Montana
$250K
SAM
1358
Sawgrass Asset Management
Florida
$250K
WA
1359
WealthTrust Axiom
Pennsylvania
$249K
NSAM
1360
North Star Asset Management
Wisconsin
$246K -$15.1K -100 -6%
VCP
1361
Vista Capital Partners
Oregon
$246K
CTI
1362
Community Trust & Investment
Kentucky
$244K
BWM
1363
BerganKDV Wealth Management
Minnesota
$244K +$251K +1,667 New
CAM
1364
CG Asset Management
New York
$242K -$917K -6,095 -79%
SBL
1365
Sargent Bickham Lagudis
Colorado
$242K -$5.57K -37 -2%
PAM
1366
Private Asset Management
California
$241K +$2.86K +19 +1%
LCM
1367
Logan Capital Management
Pennsylvania
$241K +$248K +1,651 New
FBFS
1368
First Business Financial Services
Wisconsin
$240K -$159K -1,057 -39%
Jones Financial Companies
1369
Jones Financial Companies
Missouri
$240K +$61.7K +410 +33%
FCE
1370
Fiera Capital (Europe)
Cayman Islands
$238K
PPSG
1371
Princeton Portfolio Strategies Group
New Jersey
$236K
SSWM
1372
Sheets Smith Wealth Management
North Carolina
$235K
GIM
1373
Greystone Investment Management
Ohio
$234K -$50.6K -336 -17%
PWAG
1374
Polaris Wealth Advisory Group
California
$234K -$30.1K -200 -11%
GIM
1375
Goelzer Investment Management
Indiana
$234K

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.