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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
SGS
1401
Sterling Global Strategies
California
$216K
AUB
1402
Atlantic Union Bankshares
Virginia
$215K -$3.46K -23 -2%
SAM
1403
SignalPoint Asset Management
Missouri
$215K +$221K +1,467 New
KLI
1404
Kelman-Lazarov Inc
Tennessee
$213K -$44.5K -296 -17%
NRS
1405
Neville Rodie & Shaw
New York
$213K -$89.1K -592 -29%
ACP
1406
Aveo Capital Partners
Colorado
$211K +$218K +1,446 New
BJL
1407
Brighton Jones LLC
Washington
$211K -$165K -1,098 -43%
HB
1408
Homrich & Berg
Georgia
$210K -$101K -668 -32%
LSA
1409
L & S Advisors
California
$209K -$6.38M -42,415 -97%
EAM
1410
Evanson Asset Management
California
$207K +$301 +2 +0.1%
BHA
1411
Beech Hill Advisors
New York
$207K +$213K +1,415 New
NCM
1412
Neumann Capital Management
California
$205K
VCM
1413
Vigilant Capital Management
Maine
$205K
FHA
1414
Flagship Harbor Advisors
Massachusetts
$204K +$197K +1,308 New
FNT
1415
First Nebraska Trust
Nebraska
$204K
FMC
1416
First Merchants Corp
Indiana
$203K -$99K -658 -32%
GIA
1417
Guyasuta Investment Advisors
Pennsylvania
$203K
AAP
1418
Arax Advisory Partners
Colorado
$202K +$208K +1,380 New
MPAM
1419
Murphy Pohlad Asset Management
Minnesota
$201K -$54.2K -360 -21%
ORI
1420
Oak Ridge Investments
Illinois
$201K +$301 +2 +0.1%
Pzena Investment Management
1421
Pzena Investment Management
New York
$201K +$26.5K +176 +15%
LP
1422
LMR Partners
United Kingdom
$201K +$207K +1,375 New
NEAM
1423
New England Asset Management
Connecticut
$200K +$60.2K +400 +41%
ATC
1424
Adirondack Trust Company
New York
$195K -$15.8K -105 -7%
AIM
1425
Acrospire Investment Management
Illinois
$190K +$30.1K +200 +18%

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.