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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
DOA
1426
D'Orazio & Associates
Virginia
$255K
EAM
1427
Evanson Asset Management
California
$254K -$163 -1 -0.1%
NRS
1428
Neville Rodie & Shaw
New York
$250K
TIA
1429
Tiemann Investment Advisors
California
$249K -$22K -135 -9%
FHA
1430
Flagship Harbor Advisors
Massachusetts
$249K +$29.9K +184 +15%
AFS
1431
Access Financial Services
Minnesota
$249K +$235K +1,447 New
HB
1432
Homrich & Berg
Georgia
$248K +$4.88K +30 +2%
PA
1433
Probity Advisors
Texas
$248K +$12.5K +77 +6%
PAS
1434
Park Avenue Securities
New York
$248K +$227K +1,398 New
AZA
1435
Arthur Zaske & Associates
Michigan
$247K
ATC
1436
Adirondack Trust Company
New York
$246K -$6.51K -40 -3%
FAT
1437
First American Trust
California
$243K -$2.78M -17,086 -92%
GCA
1438
Gideon Capital Advisors
New York
$241K -$328K -2,014 -59%
CIM
1439
Contravisory Investment Management
Massachusetts
$241K
NCM
1440
Neumann Capital Management
California
$241K
PCM
1441
Pointe Capital Management
Michigan
$241K +$228K +1,400 New
FNT
1442
First Nebraska Trust
Nebraska
$240K
DLCIG
1443
D.L. Carlson Investment Group
New Hampshire
$239K -$12.2K -75 -5%
CWA
1444
Cypress Wealth Advisors
California
$237K -$207K -1,272 -48%
CAM
1445
Cypress Asset Management
Texas
$237K -$4.07K -25 -2%
MPAM
1446
Murphy Pohlad Asset Management
Minnesota
$237K
ICM
1447
IMS Capital Management
Oregon
$235K +$10.7K +66 +5%
KWMG
1448
King Wealth Management Group
Florida
$234K +$221K +1,360 New
SRC
1449
Stone Run Capital
New York
$233K -$24.4K -150 -10%
ECM
1450
EagleClaw Capital Management
Massachusetts
$232K

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.