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1,605 hedge funds and large institutions have $108B invested in Amgen in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 612 increasing their positions, 644 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 67

8% more capital invested

Capital invested by funds: $99.6B → $108B (+$8.12B)

5% more funds holding in top 10

Funds holding in top 10: 8488 (+4)

1% more funds holding

Funds holding: 1,5951,605 (+10)

0.54% more ownership

Funds ownership: 78.53%79.06% (+0.54%)

5% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.36B

5% less repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 644

Holders
1,605
Holders Change
+10
Holders Change %
+0.63%
% of All Funds
40.01%
Holding in Top 10
88
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.76%
% of All Funds
2.19%
New
93
Increased
612
Reduced
644
Closed
67
Calls
$1.3B
Puts
$1.36B
Net Calls
-$63.5M
Net Calls Change
+$98.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NIA
1476
Northstar Investment Advisors
Colorado
$234K
VCM
1477
Vigilant Capital Management
Maine
$233K
SCA
1478
Stillwater Capital Advisors
Pennsylvania
$229K
RT
1479
Rockland Trust
Massachusetts
$226K -$7.09K -40 -3%
KTA
1480
Keeley-Teton Advisors
Illinois
$224K
MA
1481
MCF Advisors
Kentucky
$224K
SCM
1482
Salem Capital Management
Massachusetts
$224K
HDIM
1483
Hanson & Doremus Investment Management
Vermont
$222K
GCMG
1484
Gyroscope Capital Management Group
Florida
$221K -$224K -1,266 -52%
GHA
1485
GW Henssler & Associates
Georgia
$220K -$6.02K -34 -3%
BRM
1486
Boston Research & Management
Massachusetts
$220K
JFA
1487
JNBA Financial Advisors
Minnesota
$220K
PCM
1488
Penserra Capital Management
California
$220K +$24.8K +140 +13%
CPIG
1489
Chicago Partners Investment Group
Illinois
$218K
BWA
1490
BDO Wealth Advisors
Florida
$216K +$56.7K +320 +38%
OBWP
1491
O'Brien Wealth Partners
Massachusetts
$215K -$310K -1,747 -60%
GIA
1492
Guyasuta Investment Advisors
Pennsylvania
$215K +$205K +1,155 New
CCA
1493
Catalyst Capital Advisors
New York
$214K -$177K -1,000 -47%
HCM
1494
Harvest Capital Management
New Hampshire
$214K +$204K +1,150 New
AA
1495
Apriem Advisors
California
$209K -$14.5K -82 -7%
CAL
1496
Capital Advisors Ltd
Ohio
$207K +$1.06K +6 +0.5%
FLAM
1497
First Light Asset Management
Minnesota
$207K +$196K +1,105 New
CIS
1498
Connors Investor Services
Pennsylvania
$206K +$196K +1,105 New
HHGA
1499
Halbert Hargrove Global Advisors
California
$205K +$195K +1,099 New
RCA
1500
Rowland Carmichael Advisors
Arizona
$205K +$195K +1,100 New

AMGN Hedge Fund Activity: Q3 2017 in Review

1,605 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2017, worth a combined $108B — up 8.2% from $99.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMGN positions and 67 closed out — a net gain of 26 holders — while 612 added to existing stakes and 644 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $361M. The largest seller was Capital Research Global Investors, cutting an estimated $224M.

  • 1,605 institutional investors held Amgen (AMGN) as of Q3 2017, up from 1,595 in Q2 2017.
  • Funds reported $108B of Amgen stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 93 funds opened new Amgen positions in Q3 2017 and 67 closed out, a net change of +26 holders.
  • The largest Amgen buyer in Q3 2017 was Fidelity Investments, an estimated $361M added.
  • The largest Amgen seller in Q3 2017 was Capital Research Global Investors, an estimated $224M sold.

Based on aggregated 13F filings for Q3 2017.