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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
NA
1626
Nottingham Advisors
New York
-$220K -1,320 Closed
SIM
1627
Sadoff Investment Management
Wisconsin
-$220K -1,317 Closed
ICM
1628
IMS Capital Management
Oregon
-$217K -1,300 Closed
QAM
1629
Quantres Asset Management
Cayman Islands
-$217K -1,300 Closed
IWA
1630
Intercontinental Wealth Advisors
Texas
-$216K -1,293 Closed
RMAM
1631
Raab & Moskowitz Asset Management
New Jersey
-$215K -1,289 Closed
FWP
1632
FAS Wealth Partners
Kansas
-$215K -1,288 Closed
MCM
1633
Marathon Capital Management
Maryland
-$214K -1,282 Closed
MCTIC
1634
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
-$213K -1,275 Closed
IAA
1635
Ironsides Asset Advisors
North Carolina
-$212K -1,269 Closed
MFW
1636
Meristem Family Wealth
Minnesota
-$211K -1,266 Closed
GC
1637
Grimes & Company
Massachusetts
-$207K -1,242 Closed
JFA
1638
Johanson Financial Advisors
California
-$205K -1,224 Closed
RBC
1639
Ronald Blue & Co
Georgia
-$204K -1,222 Closed
BA
1640
BKS Advisors
Michigan
-$203K -1,216 Closed
SCA
1641
Stillwater Capital Advisors
Pennsylvania
-$203K -1,215 Closed
SCM
1642
Salem Capital Management
Massachusetts
-$200K -1,200 Closed
RA
1643
Rational Advisors
New York
-$163K -980 Closed
IWMPD
1644
Integrated Wealth Management (Palm Desert)
California
-$155K -932 Closed
CA
1645
CapWealth Advisors
Tennessee
-$151K -908 Closed
HSA
1646
Hussman Strategic Advisors
Maryland
-$150K -900 Closed
NCM
1647
Nelson Capital Management
California
-$123K -740 Closed
BEAM
1648
Baker Ellis Asset Management
Washington
-$102K -612 Closed
RPG
1649
Risk Paradigm Group
Texas
-$88.7K -532 Closed
FNBSF
1650
First National Bank Sioux Falls
South Dakota
-$78K -468 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.