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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
PCTC
1376
Perkins Coie Trust Company
Washington
$173K
AIM
1377
Acrospire Investment Management
Illinois
$167K -$171K -1,100 -50%
CAL
1378
Capital Advisors Ltd
Ohio
$164K +$933 +6 +0.6%
MUS
1379
Mitsubishi UFJ Securities
Japan
$164K +$4.66K +30 +3%
OAM
1380
Orinda Asset Management
California
$161K
RFA
1381
Reilly Financial Advisors
California
$160K +$164K +1,052 New
DAM
1382
Delta Asset Management
Tennessee
$155K +$13.2K +85 +9%
GAM
1383
Gemmer Asset Management
California
$154K
PO
1384
Private Ocean
California
$152K
JFA
1385
JNBA Financial Advisors
Minnesota
$150K -$31.1K -200 -17%
VCM
1386
Versant Capital Management
Arizona
$150K -$3.58K -23 -2%
CA
1387
CapWealth Advisors
Tennessee
$148K
NEAM
1388
New England Asset Management
Connecticut
$148K
TC
1389
Trust Company
Kansas
$148K
IWMPD
1390
Integrated Wealth Management (Palm Desert)
California
$141K +$466 +3 +0.3%
HSA
1391
Hussman Strategic Advisors
Maryland
$137K
EDRS
1392
Edmond de Rothschild (Suisse)
Switzerland
$122K
IP
1393
Isthmus Partners
Wisconsin
$122K
FAM
1394
Foresters Asset Management
Ontario, Canada
$122K +$124K +800 New
MFW
1395
Mosaic Family Wealth
Missouri
$121K -$50.7K -326 -29%
AA
1396
Apriem Advisors
California
$119K -$3.42K -22 -3%
BL
1397
Balentine LLC
Georgia
$119K
LWM
1398
LBA Wealth Management
Florida
$118K +$1.71K +11 +1%
OC
1399
Oakworth Capital
Alabama
$111K +$15.5K +100 +17%
GWS
1400
Glassman Wealth Services
Virginia
$110K +$93.3K +600 +480%

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.