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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
CFP
1451
Cornerstone Financial Partners
North Carolina
$232K +$219K +1,344 New
WFMPM
1452
Woodley Farra Manion Portfolio Management
Indiana
$231K
Pzena Investment Management
1453
Pzena Investment Management
New York
$231K +$6.83K +42 +3%
SFM
1454
Signature Financial Management
Virginia
$231K +$218K +1,340 New
GC
1455
Gilbert & Cook
Iowa
$230K +$217K +1,333 New
CCA
1456
Conestoga Capital Advisors
Pennsylvania
$229K
ED
1457
Exane Derivatives
France
$227K +$215K +1,320 +132,000%
BA
1458
BKS Advisors
Michigan
$227K
GIP
1459
Greatmark Investment Partners
Georgia
$227K
NA
1460
Nottingham Advisors
New York
$227K
LCM
1461
Logan Capital Management
Pennsylvania
$227K +$13.7K +84 +7%
TFO
1462
Tarbox Family Office
California
$226K +$179K +1,100 +514%
CFMC
1463
Curbstone Financial Management Corp
New Hampshire
$226K +$214K +1,315 New
MWM
1464
Modera Wealth Management
New Jersey
$225K +$213K +1,308 New
BI
1465
Boulegeris Investments
Georgia
$224K
FMC
1466
First Merchants Corp
Indiana
$224K
RBC
1467
Ronald Blue & Co
Georgia
$221K +$209K +1,283 New
MCTIC
1468
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$220K
FAM
1469
Fenimore Asset Management
New York
$218K
AFA
1470
Abacus FCF Advisors
Florida
$217K +$105K +648 +106%
MMA
1471
Miracle Mile Advisors
California
$216K -$327K -2,013 -62%
NIA
1472
Northstar Investment Advisors
Colorado
$216K +$204K +1,255 New
RT
1473
Rockland Trust
Massachusetts
$215K -$13.7K -84 -6%
VCM
1474
Vigilant Capital Management
Maine
$215K
GRP
1475
Global Retirement Partners
California
$215K +$54.8K +337 +37%

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.