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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
DPA
1451
Delphi Private Advisors
California
$24K +$3.11K +20 +15%
PSC
1452
Prentiss Smith & Co
Vermont
$23K
MA
1453
MCF Advisors
Kentucky
$17K +$5.75K +37 +49%
CFG
1454
CKW Financial Group
Hawaii
$15K
CFS
1455
Commonwealth Financial Services
West Virginia
$15K
DRS
1456
Deane Retirement Strategies
Louisiana
$15K
MSFP
1457
Mark Sheptoff Financial Planning
Connecticut
$14K -$7.93K -51 -36%
CA
1458
Commerzbank Aktiengesellschaft
Germany
$12.9K -$8.53M -54,839 -39%
FMP
1459
Financial Management Professionals
Texas
$12K +$13.1K +84 New
HCM
1460
Herndon Capital Management
Georgia
$10K -$468K -3,008 -98%
TWMP
1461
Taylor Wealth Management Partners
Massachusetts
$10K
BIG
1462
Bellwether Investment Group
Tennessee
$9K +$9.33K +60 New
CCMW
1463
Cypress Capital Management (Wyoming)
Wyoming
$8.37K
AWMS
1464
Advocacy Wealth Management Services
Georgia
$8K
NHFG
1465
New Harbor Financial Group
Massachusetts
$7K
RCG
1466
Ruggie Capital Group
Florida
$5K
FPTW
1467
Franklin, Parlapiano, Turner & Welch
Texas
$5K +$2.33K +15 +75%
AT
1468
Arden Trust
Delaware
$4.62K -$142K -916 -3%
MDCM
1469
Morgan Dempsey Capital Management
Wisconsin
$3K +$2.8K +18 New
NC
1470
NewSquare Capital
Pennsylvania
$3K +$2.8K +18 New
ACS
1471
Archford Capital Strategies
Illinois
$3K +$2.95K +19 New
CIM
1472
Contravisory Investment Management
Massachusetts
$2K -$10.4M -66,630 -100%
BCFS
1473
Butensky & Cohen Financial Security
Florida
$2K
FHC
1474
First Heartland Consultants
Missouri
$907 +$584K +3,757 +170%
TP
1475
Third Point
New York
-$450M -3,000,000 Closed

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.