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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
CVM
1376
Cheviot Value Management
California
$234K +$241K +1,599 New
RW
1377
Rand Wealth
Maryland
$233K -$15.2K -101 -6%
TF
1378
Trutina Financial
Washington
$232K
TIA
1379
Tiemann Investment Advisors
California
$231K -$48.9K -325 -17%
RIG
1380
Renaissance Investment Group
Massachusetts
$231K -$3.01K -20 -1%
HIM
1381
Hillsdale Investment Management
Ontario, Canada
$228K
AI
1382
Accredited Investors
Minnesota
$227K -$753 -5 -0.3%
FANJ
1383
Financial Architects (New Jersey)
New Jersey
$225K -$82K -545 -26%
PFBT
1384
Parkside Financial Bank & Trust
Missouri
$225K +$10.8K +72 +5%
FCB
1385
First Command Bank
Texas
$224K +$230K +1,530 New
FCFS
1386
First Command Financial Services
Texas
$224K +$230K +1,530 New
HCM
1387
Howland Capital Management
Massachusetts
$223K -$45K -299 -16%
RWM
1388
RKL Wealth Management
Pennsylvania
$223K -$45K -299 -16%
JWA
1389
JFS Wealth Advisors
Pennsylvania
$223K +$154K +1,026 +205%
DDC
1390
DF Dent & Co
Maryland
$222K
VFA
1391
Virtus Fund Advisers
Connecticut
$222K
CTA
1392
Colonial Trust Advisors
South Carolina
$222K +$2.86K +19 +1%
DLCIG
1393
D.L. Carlson Investment Group
New Hampshire
$221K -$18.8K -125 -8%
CAM
1394
Cypress Asset Management
Texas
$219K -$7.53K -50 -3%
ABTD
1395
Arvest Bank Trust Division
Oklahoma
$219K
PDM
1396
Penn Davis McFarland
Texas
$219K
SRC
1397
Stone Run Capital
New York
$219K
FI
1398
FormulaFolio Investments
Michigan
$219K +$225K +1,498 New
Cerity Partners
1399
Cerity Partners
New York
$218K +$225K +1,493 New
DOA
1400
D'Orazio & Associates
Virginia
$216K

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.