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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
CLOS
176
Compagnie Lombard Odier SCmA
Switzerland
$43.4M +$1.39M +9,255 +3%
BC
177
Bartlett & Co
Ohio
$43M +$945K +6,277 +2%
KeyBank National Association
178
KeyBank National Association
Ohio
$42.1M -$305K -2,024 -0.7%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$41.9M -$3.25M -21,578 -7%
Nomura Asset Management
180
Nomura Asset Management
Japan
$41.3M -$291K -1,932 -0.7%
Jacobs Levy Equity Management
181
Jacobs Levy Equity Management
New Jersey
$40.9M -$9.27M -61,583 -18%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$40.2M -$1.16M -7,709 -3%
WRF
183
Waddell & Reed Financial
Kansas
$39.9M -$85.3M -566,948 -67%
SIC
184
Schwartz Investment Counsel
Michigan
$38.6M +$6.62M +44,000 +20%
HighTower Advisors
185
HighTower Advisors
Illinois
$38.5M -$2.73M -18,125 -6%
SDIC
186
South Dakota Investment Council
South Dakota
$37.7M +$13.5M +89,470 +53%
VRS
187
Virginia Retirement Systems
Virginia
$37.2M -$1.67M -11,100 -4%
SCP
188
Seizert Capital Partners
Michigan
$37M -$760K -5,052 -2%
SM
189
Sabby Management
Florida
$37M +$18M +119,619 +90%
SOMRS
190
State of Michigan Retirement System
Michigan
$36.8M -$1.41M -9,368 -4%
ASRS
191
Arizona State Retirement System
Arizona
$36M +$9.29M +61,700 +33%
DC
192
Davenport & Co
Virginia
$35.8M +$245K +1,626 +0.7%
HNB
193
Huntington National Bank
Ohio
$35.7M +$3.2M +21,270 +10%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$35.7M +$2.01M +13,348 +6%
QI
195
QS Investors
New York
$34.5M -$9.96M -66,186 -22%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$33.4M +$30.1K +200 +0.1%
Macquarie Group
197
Macquarie Group
Australia
$33.2M +$14.1M +93,895 +70%
CEP
198
Chicago Equity Partners
Illinois
$33.2M +$527K +3,500 +2%
Lazard Asset Management
199
Lazard Asset Management
New York
$33M +$9.15M +60,808 +37%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$32.7M -$26M -173,060 -44%

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.