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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
PPSG
1401
Princeton Portfolio Strategies Group
New Jersey
$277K
GIM
1402
Greystone Investment Management
Ohio
$276K
GIM
1403
Goelzer Investment Management
Indiana
$275K
VCP
1404
Vista Capital Partners
Oregon
$274K -$813 -5 -0.3%
NFG
1405
Nadler Financial Group
Illinois
$273K -$21.1K -130 -8%
FFBTD
1406
First Financial Bank - Trust Division
Ohio
$273K +$10.7K +66 +4%
FIM
1407
Fruth Investment Management
Texas
$272K
RIG
1408
Renaissance Investment Group
Massachusetts
$272K
KLI
1409
Kelman-Lazarov Inc
Tennessee
$272K +$19.5K +120 +8%
Cerity Partners
1410
Cerity Partners
New York
$270K -$2.44M -14,992 -77%
HPWM
1411
Highland Private Wealth Management
Washington
$270K -$20.3K -125 -7%
AI
1412
Accredited Investors
Minnesota
$267K
ACM
1413
Alethea Capital Management
Washington
$267K +$252K +1,551 New
FI
1414
FormulaFolio Investments
Michigan
$266K -$4.72K -29 -2%
FCB
1415
First Command Bank
Texas
$266K
FCFS
1416
First Command Financial Services
Texas
$266K
RFS
1417
Rockefeller Financial Services
New York
$263K
MWM
1418
Mascoma Wealth Management
New Hampshire
$263K +$163K +1,005 +193%
BCM
1419
BTR Capital Management
California
$262K
CFA
1420
Capstone Financial Advisors
Illinois
$261K -$15.1K -93 -6%
DDC
1421
DF Dent & Co
Maryland
$261K
VFA
1422
Virtus Fund Advisers
Connecticut
$260K
ABTD
1423
Arvest Bank Trust Division
Oklahoma
$260K +$2.11K +13 +0.9%
FSCM
1424
Front Street Capital Management
Montana
$259K
PDM
1425
Penn Davis McFarland
Texas
$258K

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.