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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
MFBTD
1401
MB Financial Bank - Trust Department
Illinois
$109K -$12.4K -80 -10%
BKA
1402
Brick & Kyle Associates
Pennsylvania
$109K
VNA
1403
Valley National Advisers
Pennsylvania
$109K +$5.13K +33 +5%
TJHA
1404
Thomas J. Herzfeld Advisors
Florida
$107K
LBG
1405
Lloyds Banking Group
United Kingdom
$106K
PG
1406
Patten Group
Tennessee
$105K +$21.6K +139 +25%
CTB
1407
Country Trust Bank
Illinois
$105K
AC
1408
Alexandria Capital
Virginia
$99K -$22.7K -146 -18%
PR
1409
Payden & Rygel
California
$99K
JGIA
1410
Jackson Grant Investment Advisers
Connecticut
$95K +$466 +3 +0.5%
PRS
1411
Pinkerton Retirement Specialists
Idaho
$92K +$89.7K +577 +2,308%
SFPIA
1412
Stevens First Principles Investment Advisors
California
$91K
EDRE
1413
Edmond de Rothschild (Europe)
Luxembourg
$84K
SCM
1414
Southport Capital Management
Tennessee
$80K +$81.6K +525 New
RPG
1415
Risk Paradigm Group
Texas
$76.1K
JWA
1416
JFS Wealth Advisors
Pennsylvania
$76K -$2.64K -17 -3%
EFSCE
1417
Enterprise Financial Services Corp (EFSC)
Missouri
$72K +$2.49K +16 +4%
SSP
1418
Sapphire Star Partners
Washington
$68K -$6.29M -40,458 -99%
BWA
1419
Burt Wealth Advisors
Maryland
$66K
BCM
1420
Blume Capital Management
California
$65K
CAW
1421
Cornerstone Advisors (Washington)
Washington
$64K
RI
1422
Redwood Investments
Massachusetts
$62K
NYLT
1423
New York Life Trust
New York
$61K -$54.6K -351 -47%
CFN
1424
Cordasco Financial Network
Florida
$61K
RBC
1425
Roble Belko & Company
Pennsylvania
$61K

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.