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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
PCTC
1426
Perkins Coie Trust Company
Washington
$186K +$19.6K +130 +11%
JFA
1427
JNBA Financial Advisors
Minnesota
$176K -$265K -1,764 -59%
HDIM
1428
Hanson & Doremus Investment Management
Vermont
$174K
CCM
1429
Cribstone Capital Management
Maine
$168K
CAL
1430
Capital Advisors Ltd
Ohio
$164K +$6.32K +42 +4%
DVM
1431
Dreman Value Management
Florida
$163K +$168K +1,114 New
MA
1432
MCF Advisors
Kentucky
$157K +$147K +974 +955%
FFC
1433
First Financial Corp
Indiana
$149K -$25.1K -167 -14%
DAM
1434
Delta Asset Management
Tennessee
$149K
GAM
1435
Gemmer Asset Management
California
$148K
PO
1436
Private Ocean
California
$146K
CFS
1437
Commonwealth Financial Services
West Virginia
$143K -$291K -1,931 -68%
CHP
1438
Cable Hill Partners
Oregon
$140K -$12.6K -84 -8%
VCM
1439
Versant Capital Management
Arizona
$134K -$6.77K -45 -5%
MFBTD
1440
MB Financial Bank - Trust Department
Illinois
$133K +$28.6K +190 +26%
HCA
1441
Heck Capital Advisors
Wisconsin
$132K +$136K +902 New
FWM
1442
Focused Wealth Management
New York
$127K +$93.3K +620 +248%
IP
1443
Isthmus Partners
Wisconsin
$124K +$7.07K +47 +6%
OC
1444
Oakworth Capital
Alabama
$123K +$21.8K +145 +20%
LWM
1445
LBA Wealth Management
Florida
$122K
JG
1446
Jefferies Group
New York
$121K -$6.15M -40,864 -98%
MUS
1447
Mitsubishi UFJ Securities
Japan
$121K -$19.6K -130 -14%
PCM
1448
Penserra Capital Management
California
$116K +$17.2K +114 +17%
NYLT
1449
New York Life Trust
New York
$115K +$24.1K +160 +26%
BL
1450
Balentine LLC
Georgia
$114K +$2.11K +14 +2%

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.