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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
IUHSA
1526
Itau Unibanco Holding S.A.
Brazil
$10K -$69.2K -460 -87%
TWMP
1527
Taylor Wealth Management Partners
Massachusetts
$10K
NSB
1528
Norway Savings Bank
Maine
$10K +$10.7K +71 New
BIG
1529
Bellwether Investment Group
Tennessee
$9K +$9.03K +60 New
CCMW
1530
Cypress Capital Management (Wyoming)
Wyoming
$8.23K
AWMS
1531
Advocacy Wealth Management Services
Georgia
$7K
BCI
1532
Brinker Capital Investments
Pennsylvania
$6K +$6.02K +40 New
FFW
1533
Fusion Family Wealth
New York
$6K +$6.17K +41 New
FPTW
1534
Franklin, Parlapiano, Turner & Welch
Texas
$5K
RCG
1535
Ruggie Capital Group
Florida
$5K
AWM
1536
Avior Wealth Management
Nebraska
$5K +$5.57K +37 New
HIIFS
1537
Harel Insurance Investments & Financial Services
Israel
$4K
NC
1538
NewSquare Capital
Pennsylvania
$3K
AWM
1539
Arbor Wealth Management
Florida
$1.42K +$12.5K +83 +1%
PCA
1540
Peddock Capital Advisors
Massachusetts
$1K
SLF
1541
Sun Life Financial
Ontario, Canada
$400 -$276K -1,832 -97%
PK
1542
Pflug Koory
Nebraska
$306 +$315K +2,094 New
BFM
1543
Boothbay Fund Management
New York
$267 -$183K -1,217 -40%
ED
1544
Exane Derivatives
France
$146 -$7.17M -47,627 -100%
Winslow Capital Management
1545
Winslow Capital Management
Minnesota
-$248M -1,488,379 Closed
MTB
1546
Mizuho Trust & Banking
Japan
-$205M -1,229,739 Closed
Skandinaviska Enskilda Banken (SEB)
1547
Skandinaviska Enskilda Banken (SEB)
Sweden
-$124M -743,278 Closed
MC
1548
Montag & Caldwell
Georgia
-$121M -727,298 Closed
AT
1549
Alliance Trust
United Kingdom
-$111M -664,924 Closed
First Eagle Investment Management
1550
First Eagle Investment Management
New York
-$61.7M -369,976 Closed

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.