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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
SIC
1451
Salem Investment Counselors
North Carolina
$113K
ACM
1452
AUA Capital Management
Pennsylvania
$113K +$117K +775 New
BKA
1453
Brick & Kyle Associates
Pennsylvania
$105K
VNA
1454
Valley National Advisers
Pennsylvania
$105K +$301 +2 +0.3%
SEIA
1455
Signature Estate & Investment Advisors
California
$102K -$132K -877 -56%
TJHA
1456
Thomas J. Herzfeld Advisors
Florida
$102K
CTB
1457
Country Trust Bank
Illinois
$101K
MIC
1458
MU Investments Company
Japan
$100K -$76.8K -510 -43%
AA
1459
Apriem Advisors
California
$100K -$14.7K -98 -13%
EFSCE
1460
Enterprise Financial Services Corp (EFSC)
Missouri
$94K +$20K +133 +26%
JGIA
1461
Jackson Grant Investment Advisers
Connecticut
$92K +$602 +4 +0.6%
SFPIA
1462
Stevens First Principles Investment Advisors
California
$88K
AC
1463
Alexandria Capital
Virginia
$87K +$1.5K +10 +2%
PRS
1464
Pinkerton Retirement Specialists
Idaho
$86K -$5.12K -34 -5%
OFW
1465
Omnia Family Wealth
Florida
$85K +$87.9K +584 New
MFW
1466
Mosaic Family Wealth
Missouri
$83K -$8.43K -56 -9%
HCM
1467
Herndon Capital Management
Georgia
$82K +$73.9K +491 +712%
AOWM
1468
Alpha Omega Wealth Management
Virginia
$77K +$33.9K +225 +75%
MWM
1469
Mascoma Wealth Management
New Hampshire
$76K +$78.3K +520 New
VIM
1470
Veritas Investment Management
United Kingdom
$76K +$78.3K +520 New
PIMJS
1471
PKO Investment Management Joint-Stock
Poland
$68.3K +$70.3K +467 New
M
1472
MOTCO
Texas
$66K +$29.5K +196 +76%
CAW
1473
Cornerstone Advisors (Washington)
Washington
$64K -$128K -848 -66%
RBC
1474
Roble Belko & Company
Pennsylvania
$64K -$14.1K -94 -18%
RI
1475
Redwood Investments
Massachusetts
$60K

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.