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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
GLA
151
Great Lakes Advisors
Illinois
$57.1M +$14.7M +97,496 +33%
Federated Hermes
152
Federated Hermes
Pennsylvania
$56.7M -$4.02M -26,730 -6%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$56.1M +$53.4M +354,691 +1,214%
SC
154
Saturna Capital
Washington
$55.3M -$9.4M -62,440 -14%
PA
155
Profund Advisors
Maryland
$54.9M -$8.15M -54,168 -13%
CAM
156
ClariVest Asset Management
California
$54.4M -$445K -2,954 -0.8%
CWM
157
CIBC World Markets
New York
$54.1M +$37.1M +246,565 +200%
WCM
158
Wedge Capital Management
North Carolina
$53.6M +$8.98M +59,638 +19%
Comerica Bank
159
Comerica Bank
Texas
$53.4M -$202K -1,345 -0.4%
SEI Investments
160
SEI Investments
Pennsylvania
$53.4M -$11.4M -76,040 -17%
M&T Bank
161
M&T Bank
New York
$52.9M +$355K +2,361 +0.7%
Capital World Investors
162
Capital World Investors
California
$52.6M +$8.43M +56,000 +18%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$52.3M +$14.9M +98,705 +38%
AIG
164
American International Group
New York
$51M -$553K -3,675 -1%
IGIM
165
I.G. Investment Management
Manitoba, Canada
$51M +$40.2M +266,992 +327%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$49.1M +$1.1M +7,300 +2%
SGAM
167
Smith Group Asset Management
Texas
$48.6M -$101K -670 -0.2%
FQ
168
First Quadrant
California
$48.1M -$2.79M -18,557 -5%
TCM
169
Tekla Capital Management
Massachusetts
$47M
BA
170
Boston Advisors
Massachusetts
$46.7M -$7.99M -53,075 -14%
RCAMU
171
Rothschild & Co Asset Management US
Connecticut
$46.1M +$15.3M +101,645 +48%
GAM
172
Gotham Asset Management
New York
$45.5M +$6.35M +42,176 +16%
DLA
173
Douglas Lane & Associates
New York
$45.4M -$1.15M -7,630 -2%
AG
174
Aperio Group
California
$45.2M -$7.77M -51,601 -14%
WAM
175
Wolverine Asset Management
Illinois
$44.2M +$45.5M +302,553 New

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.