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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
CWM
1576
Catamount Wealth Management
Connecticut
$20K -$3.42K -21 -15%
CFG
1577
CKW Financial Group
Hawaii
$17K -$81.3K -500 -83%
BWM
1578
Baystate Wealth Management
Massachusetts
$17K -$49.4K -304 -77%
DSN
1579
D. Scott Neal
Kentucky
$17K
HFM
1580
Hartford Financial Management
Connecticut
$16K
PCFFS
1581
Pacific Center for Financial Services
California
$14K
GWA
1582
Guidant Wealth Advisors
Illinois
$13K +$12.8K +79 New
PCA
1583
Peddock Capital Advisors
Massachusetts
$11K
TWMP
1584
Taylor Wealth Management Partners
Massachusetts
$11K
CCMW
1585
Cypress Capital Management (Wyoming)
Wyoming
$9.47K
AWMS
1586
Advocacy Wealth Management Services
Georgia
$9K
AIS
1587
Accurate Investment Solutions
Pennsylvania
$7K +$4.07K +25 +125%
RCG
1588
Ruggie Capital Group
Florida
$6K
NC
1589
NewSquare Capital
Pennsylvania
$3K
SCA
1590
Stuart Chaussee & Associates
California
$3K +$2.6K +16 New
CT
1591
Chicago Trust
Illinois
$2.87K -$22.9K -141 -0.8%
1832 Asset Management
1592
1832 Asset Management
Ontario, Canada
$2K -$2.24M -13,796 -100%
WAM
1593
Watermark Asset Management
California
$2K
Walleye Trading
1594
Walleye Trading
New York
$1.25K -$1.46M -8,967 -55%
BCI
1595
Brinker Capital Investments
Pennsylvania
$1K +$976 +6 New
FA
1596
FMA Advisory
Pennsylvania
$623 -$9.43K -58 -2%
AUB
1597
Atlantic Union Bankshares
Virginia
$318 +$53K +326 +21%
IWM
1598
IHT Wealth Management
Illinois
$19 +$105K +648 +33%
HI
1599
HBK Investments
Texas
-$62.5M -380,700 Closed
N
1600
Natixis
France
-$54.5M -332,277 Closed

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.