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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
HCC
1601
Hirtle Callaghan & Co
Pennsylvania
-$334K -2,000 Closed
FAM
1602
Fenimore Asset Management
New York
-$319K -1,914 Closed
GA
1603
Geller Advisors
New York
-$317K -1,900 Closed
ARTA
1604
A.R.T. Advisors
New York
-$304K -1,823 Closed
HPWM
1605
Highland Private Wealth Management
Washington
-$295K -1,771 Closed
BCM
1606
BlueCrest Capital Management
Jersey
-$294K -1,762 Closed
BCM
1607
Bienville Capital Management
New York
-$293K -1,756 Closed
CPSAC
1608
Chas P. Smith & Associates (CPS)
Florida
-$269K -1,751 Closed
ERIM
1609
Eagle Ridge Investment Management
Connecticut
-$288K -1,725 Closed
PM
1610
Parametrica Management
Hong Kong
-$287K -1,723 Closed
OAM
1611
Orinda Asset Management
California
-$280K -1,677 Closed
GIA
1612
Granite Investment Advisors
New Hampshire
-$279K -1,674 Closed
CIP
1613
Champlain Investment Partners
Vermont
-$267K -1,600 Closed
MMA
1614
Miracle Mile Advisors
California
-$253K -1,519 Closed
BCM
1615
Beck Capital Management
Texas
-$249K -1,490 Closed
LA
1616
LVW Advisors
New York
-$247K -1,481 Closed
FPCP
1617
Fort Point Capital Partners
California
-$245K -1,466 Closed
SWK
1618
Stephen W. Kidder
-$236K -1,418 Closed
ECM
1619
EagleClaw Capital Management
Massachusetts
-$224K -1,350 Closed
WFMPM
1620
Woodley Farra Manion Portfolio Management
Indiana
-$224K -1,344 Closed
HHGA
1621
Halbert Hargrove Global Advisors
California
-$223K -1,337 Closed
CCA
1622
Conestoga Capital Advisors
Pennsylvania
-$222K -1,330 Closed
CWM
1623
Calamos Wealth Management
Illinois
-$221K -1,326 Closed
KAM
1624
Keeley Asset Management
Illinois
-$221K -1,325 Closed
GIP
1625
Greatmark Investment Partners
Georgia
-$220K -1,320 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.