Amgen
AMGN
1,436 hedge funds and large institutions have $90.4B invested in Amgen in 2016 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 597 increasing their positions, 501 reducing their positions, and 100 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 597 | Existing positions reduced: 501
0.56% less ownership
Funds ownership: 80.87% → 80.32% (-0.56%)
3% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 100
1% less funds holding
Funds holding: 1,455 → 1,436 (-19)
8% less capital invested
Capital invested by funds: $98.6B → $90.4B (-$8.1B)
17% less call options, than puts
Call options by funds: $752M | Put options by funds: $911M
24% less funds holding in top 10
Funds holding in top 10: 112 → 85 (-27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$277M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$207M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$200M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
+$197M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$898M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$399M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$126M |
| 4 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$122M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$114M |
AMGN Hedge Fund Activity: Q1 2016 in Review
1,436 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2016, worth a combined $90.4B — down 8.2% from $98.6B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of AMGN and 97 opened new positions — a net loss of 3 holders — while 501 trimmed existing stakes and 597 added.
The largest buyer was Wellington Management Group, adding an estimated $277M. The largest seller was Third Point, cutting an estimated $898M.
- 1,436 institutional investors held Amgen (AMGN) as of Q1 2016, down from 1,455 in Q4 2015.
- Funds reported $90.4B of Amgen stock for Q1 2016, down 8.2% quarter-over-quarter.
- 97 funds opened new Amgen positions in Q1 2016 and 100 closed out, a net change of -3 holders.
- The largest Amgen buyer in Q1 2016 was Wellington Management Group, an estimated $277M added.
- The largest Amgen seller in Q1 2016 was Third Point, an estimated $898M sold.
Based on aggregated 13F filings for Q1 2016.