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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
AIM
1551
Arcadia Investment Management
Michigan
$55K +$12.2K +75 +31%
LCM
1552
Liberty Capital Management
Michigan
$52K
HT
1553
Heritage Trust
Oklahoma
$47K -$211K -1,300 -83%
GBBWRPM
1554
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$46K
Barrow, Hanley, Mewhinney & Strauss
1555
Barrow, Hanley, Mewhinney & Strauss
Texas
$43K -$163 -1 -0.4%
TDC
1556
Thompson Davis & Co
Virginia
$41K +$11.9K +73 +45%
WAM
1557
Wolverine Asset Management
Illinois
$41K +$16.3K +100 +71%
EWM
1558
Edge Wealth Management
New York
$35K
CWM
1559
Cranbrook Wealth Management
Michigan
$34K
IDBONY
1560
Israel Discount Bank of New York
New York
$34K
SQA
1561
Simon Quick Advisors
New Jersey
$34K +$15.9K +98 +96%
MSFP
1562
Mark Sheptoff Financial Planning
Connecticut
$33K
LBG
1563
Lloyds Banking Group
United Kingdom
$31K
WHG
1564
Westwood Holdings Group
Texas
$31K +$29K +178 New
MLFP
1565
MPS Loria Financial Planners
Illinois
$30K +$28.5K +175 New
RI
1566
Redwood Investments
Massachusetts
$27K -$40.7K -250 -61%
GWS
1567
Glassman Wealth Services
Virginia
$27K +$4.72K +29 +23%
TC
1568
Trust Company
Kansas
$26K -$37.9K -233 -61%
PSC
1569
Prentiss Smith & Co
Vermont
$26K
NSB
1570
Norway Savings Bank
Maine
$26K +$2.6K +16 +12%
MAM
1571
Magellan Asset Management
Australia
$25K
BRC
1572
Bell Rock Capital
Delaware
$24K +$22.8K +140 New
RFM
1573
Royal Fund Management
Florida
$22K +$21.1K +130 New
SIM
1574
Sonora Investment Management
Arizona
$20.5K
TCM
1575
Tanaka Capital Management
New York
$20K -$527K -3,243 -97%

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.