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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
LA
1501
Legacy Advisors
Pennsylvania
$37K +$38.7K +257 New
AIM
1502
Arcadia Investment Management
Michigan
$36K -$2.56K -17 -6%
HTHT
1503
Hemenway Trust Hemenway Trust
New Hampshire
$32K +$33.4K +222 New
TFO
1504
Tarbox Family Office
California
$31K +$151 +1 +0.5%
GRP
1505
Global Retirement Partners
California
$30K +$30.7K +204 New
EWM
1506
Edge Wealth Management
New York
$29K
CWM
1507
Cranbrook Wealth Management
Michigan
$29K +$15.1K +100 +100%
AWM
1508
AllSquare Wealth Management
New York
$26K
LBG
1509
Lloyds Banking Group
United Kingdom
$26K
PHK
1510
Point72 Hong Kong
Hong Kong
$25K +$10.7K +71 +71%
TDC
1511
Thompson Davis & Co
Virginia
$24K
PSC
1512
Prentiss Smith & Co
Vermont
$22K
MAM
1513
Magellan Asset Management
Australia
$22K +$22.3K +148 New
CWM
1514
Catamount Wealth Management
Connecticut
$20K +$17K +113 +514%
IWC
1515
Integrated Wealth Counsel
California
$19K
GWS
1516
Glassman Wealth Services
Virginia
$18K +$18.8K +125 New
CFG
1517
CKW Financial Group
Hawaii
$15K
DRS
1518
Deane Retirement Strategies
Louisiana
$15K
DSN
1519
D. Scott Neal
Kentucky
$15K +$15.1K +100 New
LF
1520
Lee Financial
Texas
$15K +$15.1K +100 New
SIM
1521
Sonora Investment Management
Arizona
$14.6K +$15.1K +100 New
LS
1522
Livforsakringsbolaget Skandia
Sweden
$13.6K +$8.98M +59,649 +178%
MSFP
1523
Mark Sheptoff Financial Planning
Connecticut
$13K -$60.2K -400 -82%
DPA
1524
Delphi Private Advisors
California
$13K -$4.37K -29 -25%
PCFFS
1525
Pacific Center for Financial Services
California
$12K +$12K +80 New

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.