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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
SEC
1476
Seven Eight Capital
New York
$58K -$1.51M -10,000 -96%
BCM
1477
Blume Capital Management
California
$58K -$3.76K -25 -6%
HWM
1478
Holloway Wealth Management
Florida
$58K
ZB
1479
Zions Bancorporation
Utah
$57K -$7.68K -51 -11%
KT
1480
Kanaly Trust
Texas
$56K -$1.35K -9 -2%
BWM
1481
Baystate Wealth Management
Massachusetts
$56K +$54.9K +365 New
JCM
1482
Jacobi Capital Management
Pennsylvania
$54K +$15.1K +100 +41%
MWM
1483
MinichMacGregor Wealth Management
New York
$52K
EARNEST Partners
1484
EARNEST Partners
Georgia
$52K +$53.7K +357 New
SQA
1485
Simon Quick Advisors
New Jersey
$51K +$53K +352 New
WA
1486
Winfield Associates
Ohio
$49K +$1.5K +10 +3%
EF
1487
Empirical Finance
Pennsylvania
$49K +$50.1K +333 New
GEA
1488
Glen Eagle Advisors
New Jersey
$49K +$50.4K +335 New
RFWA
1489
RPg Family Wealth Advisory
Massachusetts
$48.7K -$98K -651 -66%
BAM
1490
Bruderman Asset Management
New York
$48K -$4.4M -29,240 -99%
TC
1491
Trust Company
Kansas
$48K -$2.27M -15,105 -98%
LCM
1492
Liberty Capital Management
Michigan
$47K
SIG
1493
Stanford Investment Group
California
$47K
AFA
1494
Abacus FCF Advisors
Florida
$47K +$27.7K +184 +131%
PFGIA
1495
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$44.8K +298 New
TIM
1496
Tortoise Investment Management
New York
$45K
FCA
1497
Florence Capital Advisors
New York
$44K +$452K +3,000 New
CPP
1498
Crow Point Partners
Massachusetts
$43K -$157K -1,045 -78%
GBBWRPM
1499
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K
PCP
1500
Proficio Capital Partners
Massachusetts
$37K -$4.97K -33 -12%

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.