We are live on ! Find out more

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
PHK
1426
Point72 Hong Kong
Hong Kong
$61K +$62.2K +400 New
ZB
1427
Zions Bancorporation
Utah
$59K -$7.93K -51 -12%
GXMC
1428
Global X Management Company
New York
$58K +$19.9K +128 +51%
KT
1429
Kanaly Trust
Texas
$55K -$2.95K -19 -5%
TIM
1430
Tortoise Investment Management
New York
$54K -$15.9K -102 -22%
MWM
1431
MinichMacGregor Wealth Management
New York
$54K
HFM
1432
Hartford Financial Management
Connecticut
$52K
PCM
1433
Penserra Capital Management
California
$52K +$17.7K +114 +50%
PMFA
1434
Plante Moran Financial Advisors
Michigan
$51K -$3.58K -23 -6%
TDC
1435
Thompson Davis & Co
Virginia
$50K
SIG
1436
Stanford Investment Group
California
$49K
WA
1437
Winfield Associates
Ohio
$48K -$9.33K -60 -16%
AOWM
1438
Alpha Omega Wealth Management
Virginia
$46K
PCP
1439
Proficio Capital Partners
Massachusetts
$46K +$13.4K +86 +48%
M
1440
MOTCO
Texas
$40K -$40.1K -258 -50%
JCM
1441
Jacobi Capital Management
Pennsylvania
$38K +$37.9K +244 New
GBBWRPM
1442
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$36K
TFO
1443
Tarbox Family Office
California
$32K +$466 +3 +1%
JSAM
1444
J. Safra Asset Management
New York
$31K +$31.4K +202 New
EWM
1445
Edge Wealth Management
New York
$30K
FWM
1446
Focused Wealth Management
New York
$30K
AWM
1447
AllSquare Wealth Management
New York
$27K
TI
1448
Turner Investments
Pennsylvania
$27K
AIM
1449
Arcadia Investment Management
Michigan
$27K +$19.9K +128 +256%
FNBSF
1450
First National Bank Sioux Falls
South Dakota
$25K +$10.6K +68 +68%

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.