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1,595 hedge funds and large institutions have $99.6B invested in Amgen in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 682 increasing their positions, 577 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 577

11% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 84

6% more funds holding in top 10

Funds holding in top 10: 7984 (+5)

4% more capital invested

Capital invested by funds: $95.7B → $99.6B (+$3.82B)

0% less funds holding

Funds holding: 1,6001,595 (-5)

0.62% less ownership

Funds ownership: 79.15%78.53% (-0.62%)

12% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $1.31B

Holders
1,595
Holders Change
-5
Holders Change %
-0.31%
% of All Funds
39.77%
Holding in Top 10
84
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.33%
% of All Funds
2.09%
New
93
Increased
682
Reduced
577
Closed
84
Calls
$1.14B
Puts
$1.31B
Net Calls
-$162M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
1351
Palisades Hudson Asset Management
Florida
$335K
PNAA
1352
Pictet North America Advisors
Switzerland
$335K
HIM
1353
Hillsdale Investment Management
Ontario, Canada
$334K +$306K +1,880 +3,133%
AWM
1354
AE Wealth Management
Kansas
$333K +$105K +645 +50%
PHS
1355
Pekin Hardy Strauss
Illinois
$331K +$7.48K +46 +2%
HI
1356
Hudock Inc
Pennsylvania
$330K +$1.63K +10 +0.5%
JSL
1357
JT Stratford LLC
Georgia
$328K -$8.13K -50 -3%
RIG
1358
Roosevelt Investment Group
New York
$328K -$4.88K -30 -2%
TWM
1359
Torch Wealth Management
Ohio
$327K
RWM
1360
RKL Wealth Management
Pennsylvania
$326K +$58.4K +359 +23%
JT
1361
Jump Trading
Illinois
$325K +$307K +1,886 New
CAM
1362
Covenant Asset Management
New Jersey
$324K +$44.4K +273 +17%
CC
1363
Capital Counsel
New York
$321K -$75.6K -465 -20%
HCA
1364
Harbour Capital Advisors
Virginia
$320K -$52K -320 -15%
BCM
1365
Bluefin Capital Management
New York
$319K -$327K -2,008 -52%
VNA
1366
VNBTrust National Association
Virginia
$316K -$2.77K -17 -0.9%
JCM
1367
Jacobi Capital Management
Pennsylvania
$312K +$239K +1,467 +426%
PFO
1368
Pathstone Family Office
New Jersey
$310K -$3.42K -21 -1%
AIM
1369
Advantage Investment Management
Iowa
$307K -$730K -4,488 -72%
MC
1370
Middleton & Co
Massachusetts
$307K
SS
1371
Sunbelt Securities
Texas
$306K -$1.95K -12 -0.7%
FA
1372
Fortis Advisors
Pennsylvania
$305K +$1.95K +12 +0.7%
CAI
1373
Capital Advisors Inc
Oklahoma
$304K -$12.5M -76,582 -98%
TCB
1374
Texas Capital Bancshares
Texas
$304K +$287K +1,767 New
WA
1375
WealthTrust-Arizona
Arizona
$302K +$163 +1 +0.1%

AMGN Hedge Fund Activity: Q2 2017 in Review

1,595 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2017, worth a combined $99.6B — up 4% from $95.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMGN positions and 84 closed out — a net gain of 9 holders — while 682 added to existing stakes and 577 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $586M. The largest seller was Capital Research Global Investors, cutting an estimated $582M.

  • 1,595 institutional investors held Amgen (AMGN) as of Q2 2017, down from 1,600 in Q1 2017.
  • Funds reported $99.6B of Amgen stock for Q2 2017, up 4% quarter-over-quarter.
  • 93 funds opened new Amgen positions in Q2 2017 and 84 closed out, a net change of +9 holders.
  • The largest Amgen buyer in Q2 2017 was Janus Henderson Group, an estimated $586M added.
  • The largest Amgen seller in Q2 2017 was Capital Research Global Investors, an estimated $582M sold.

Based on aggregated 13F filings for Q2 2017.