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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
BGCP
1551
Bristol Gate Capital Partners
Ontario, Canada
-$27.2M -162,877 Closed
Voloridge Investment Management
1552
Voloridge Investment Management
Florida
-$16.9M -101,185 Closed
DILH
1553
Dai-ichi Life Holdings
Japan
-$14.8M -88,721 Closed
QIM
1554
Quantitative Investment Management
Virginia
-$13.5M -81,200 Closed
DC
1555
Deere & Company
Illinois
-$11.3M -67,463 Closed
ASA
1556
Armstrong Shaw Associates
Connecticut
-$11.1M -66,830 Closed
SFM
1557
Sphera Funds Management
Israel
-$11M -65,900 Closed
SCM
1558
Stevens Capital Management
Pennsylvania
-$8.69M -52,106 Closed
SGH
1559
Sivik Global Healthcare
Connecticut
-$7.51M -45,000 Closed
Cambridge Investment Research Advisors
1560
Cambridge Investment Research Advisors
Iowa
-$7.27M -43,593 Closed
PVI
1561
Pura Vida Investments
New York
-$7.25M -43,460 Closed
PL
1562
Perpetual Ltd
Australia
-$6.15M -36,875 Closed
BHTS
1563
Bar Harbor Trust Services
Maine
-$6.08M -36,435 Closed
CIC
1564
Chase Investment Counsel
Virginia
-$4.87M -29,193 Closed
BCM
1565
Barometer Capital Management
Ontario, Canada
-$4.64M -27,800 Closed
HI
1566
HBK Investments
Texas
-$4.5M -27,000 Closed
GLAM
1567
Gardner Lewis Asset Management
Pennsylvania
-$3.81M -22,856 Closed
Wolverine Trading
1568
Wolverine Trading
Illinois
-$3.77M -22,809 Closed
EIM
1569
Essex Investment Management
Massachusetts
-$2.86M -17,144 Closed
VIA
1570
Virtus Investment Advisers
Connecticut
-$2.66M -15,973 Closed
DCM
1571
Dynamic Capital Management
Jersey
-$2.58M -15,436 Closed
CA
1572
Cornerstone Advisors
North Carolina
-$2.47M -14,800 Closed
DAM
1573
Deltec Asset Management
New York
-$2.19M -13,100 Closed
PAM
1574
PVG Asset Management
Colorado
-$1.91M -11,470 Closed
WA
1575
WESPAC Advisors
California
-$1.6M -9,616 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.