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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
TPSF
201
Texas Permanent School Fund
Texas
$32.6M -$1.15M -7,619 -3%
ERSOT
202
Employees Retirement System of Texas
Texas
$32.5M +$5.64M +37,500 +20%
DIA
203
Dana Investment Advisors
Wisconsin
$31.8M -$1.5M -9,964 -4%
OI
204
Oakbrook Investments
Illinois
$31.6M +$139K +921 +0.4%
IIP
205
Intermede Investment Partners
United Kingdom
$31.6M +$10.1M +66,970 +45%
DWA
206
Douglass Winthrop Advisors
New York
$31.5M +$3.26M +21,638 +11%
OA
207
Oak Associates
Ohio
$31M -$2M -13,295 -6%
BCM
208
Becker Capital Management
Oregon
$30.9M -$692K -4,601 -2%
TGA
209
Trilogy Global Advisors
Florida
$30.8M -$1.01M -6,726 -3%
SAM
210
Sentinel Asset Management
Vermont
$30.8M -$8.22M -54,600 -21%
TAM
211
Third Avenue Management
New York
$30.7M +$11.4M +76,036 +57%
AIMCA
212
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$30.7M +$4.11M +27,300 +15%
KBC Group
213
KBC Group
Belgium
$30.7M -$5.07M -33,656 -14%
SAM
214
Silvercrest Asset Management
New York
$30.6M -$4.45M -29,553 -12%
PIA
215
Piedmont Investment Advisors
North Carolina
$29.8M +$743K +4,938 +2%
Neuberger Berman Group
216
Neuberger Berman Group
New York
$29.4M -$2.74M -18,237 -8%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$28M +$300K +1,995 +1%
FWCM
218
Ferguson Wellman Capital Management
Oregon
$28M -$14.1M -93,884 -33%
Massachusetts Financial Services
219
Massachusetts Financial Services
Massachusetts
$27.9M +$40.3K +268 +0.1%
OTPPB
220
Ontario Teachers' Pension Plan Board
Ontario, Canada
$27.9M -$7.73M -51,382 -21%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$27.7M -$298K -1,978 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
222
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.1M -$7.1M -47,200 -20%
TAM
223
Todd Asset Management
Kentucky
$27.1M +$3.53M +23,451 +14%
DK
224
Darrell & King
Virginia
$27.1M +$115K +764 +0.4%
RG
225
Renaissance Group
Kentucky
$26.9M -$2.49M -16,572 -8%

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.