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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
SFPIA
1526
Stevens First Principles Investment Advisors
California
$103K
IUHSA
1527
Itau Unibanco Holding S.A.
Brazil
$103K +$65.1K +400 +199%
MFW
1528
Mosaic Family Wealth
Missouri
$99K
PMFA
1529
Plante Moran Financial Advisors
Michigan
$94K -$5.04K -31 -5%
MIFH
1530
Migdal Insurance & Financial Holdings
Israel
$90K -$329K -2,024 -80%
VIM
1531
Veritas Investment Management
United Kingdom
$90K
PCP
1532
Proficio Capital Partners
Massachusetts
$89K -$57.6K -354 -41%
SIAS
1533
Shine Investment Advisory Services
Colorado
$89K +$83.6K +514 New
MCIA
1534
Mountain Capital Investment Advisors
Colorado
$89K +$83.8K +515 New
AC
1535
Alexandria Capital
Virginia
$88K -$13.5K -83 -14%
PFGIA
1536
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$34.8K +214 +71%
MIC
1537
MU Investments Company
Japan
$83K -$26K -160 -25%
PRS
1538
Pinkerton Retirement Specialists
Idaho
$76K +$72.2K +444 New
RBC
1539
Roble Belko & Company
Pennsylvania
$75K
IR
1540
Invictus RG
Bermuda
$73K -$337K -2,074 -83%
TIM
1541
Tortoise Investment Management
New York
$72K +$31.9K +196 +89%
CAW
1542
Cornerstone Advisors (Washington)
Washington
$71K -$32.2K -198 -32%
LF
1543
Lee Financial
Texas
$71K +$51.1K +314 +314%
AIM
1544
Acrospire Investment Management
Illinois
$69K -$32.5K -200 -33%
BCM
1545
Blume Capital Management
California
$69K
GEA
1546
Glen Eagle Advisors
New Jersey
$68.9K +$3.09K +19 +5%
CPP
1547
Crow Point Partners
Massachusetts
$67K
WA
1548
Winfield Associates
Ohio
$66K
AWM
1549
AllSquare Wealth Management
New York
$62K +$2.28K +14 +4%
MWM
1550
MinichMacGregor Wealth Management
New York
$61K +$163 +1 +0.3%

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.