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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
ACM
1501
AUA Capital Management
Pennsylvania
$159K +$134K +825 +825%
VCM
1502
Versant Capital Management
Arizona
$158K
FMTCOCP
1503
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157K -$155K -950 -51%
NCM
1504
Nelson Capital Management
California
$155K +$26K +160 +22%
FWM
1505
Focused Wealth Management
New York
$147K
IP
1506
Isthmus Partners
Wisconsin
$146K
CT
1507
Clearstead Trust
Maine
$146K +$138K +850 New
BWA
1508
BDO Wealth Advisors
Florida
$145K +$137K +841 New
MUS
1509
Mitsubishi UFJ Securities
Japan
$143K -$21.1K -130 -14%
SIC
1510
Salem Investment Counselors
North Carolina
$139K +$5.86K +36 +5%
HCA
1511
Heck Capital Advisors
Wisconsin
$138K -$10.1K -62 -7%
CHP
1512
Cable Hill Partners
Oregon
$137K -$30.6K -188 -19%
BL
1513
Balentine LLC
Georgia
$135K
EFSCE
1514
Enterprise Financial Services Corp (EFSC)
Missouri
$129K +$18.5K +114 +18%
HCM
1515
Herndon Capital Management
Georgia
$128K
OC
1516
Oakworth Capital
Alabama
$126K
GBT
1517
Grove Bank & Trust
Florida
$126K +$55.5K +341 +87%
OFW
1518
Omnia Family Wealth
Florida
$125K +$23.9K +147 +25%
MFBTD
1519
MB Financial Bank - Trust Department
Illinois
$124K -$30.9K -190 -21%
FPS
1520
Fieldpoint Private Securities
Connecticut
$121K
TJHA
1521
Thomas J. Herzfeld Advisors
Florida
$121K
CTB
1522
Country Trust Bank
Illinois
$119K
ABA
1523
American Beacon Advisors
Texas
$112K
JGIA
1524
Jackson Grant Investment Advisers
Connecticut
$110K +$813 +5 +0.8%
AOWM
1525
Alpha Omega Wealth Management
Virginia
$108K

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.