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1,472 hedge funds and large institutions have $91.3B invested in Amgen in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 631 increasing their positions, 504 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

25% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 504

3% more funds holding

Funds holding: 1,4341,472 (+38)

2% more capital invested

Capital invested by funds: $89.5B → $91.3B (+$1.8B)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

21% less call options, than puts

Call options by funds: $792M | Put options by funds: $1B

Holders
1,472
Holders Change
+38
Holders Change %
+2.65%
% of All Funds
39.27%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.27%
New
112
Increased
631
Reduced
504
Closed
60
Calls
$792M
Puts
$1B
Net Calls
-$209M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$12.6B -$995M -6,400,045 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.1B +$105M +673,247 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.93B +$196M +1,259,875 +4%
State Street
4
State Street
Massachusetts
$4.55B -$28.7M -184,792 -0.6%
Primecap Management
5
Primecap Management
California
$4.36B -$85.1M -547,485 -2%
BIT
6
BlackRock Institutional Trust
California
$3.11B +$42.2M +271,591 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.07B +$7.54M +48,480 +0.4%
BFA
8
BlackRock Fund Advisors
California
$1.97B +$21.6M +138,912 +1%
Invesco
9
Invesco
Georgia
$1.56B -$88.2M -567,167 -5%
ClearBridge Investments
10
ClearBridge Investments
New York
$1.43B -$65.6M -421,920 -4%
Northern Trust
11
Northern Trust
Illinois
$1.42B -$41.2M -264,752 -3%
Franklin Resources
12
Franklin Resources
California
$1.37B -$13.5M -86,769 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.25B -$88.3M -568,008 -6%
Morgan Stanley
14
Morgan Stanley
New York
$1.22B +$23.1M +148,772 +2%
JHIU
15
Janus Henderson Investors US
Colorado
$1.15B -$325M -2,090,117 -22%
BG
16
BlackRock Group
United Kingdom
$1.1B +$1.73M +11,106 +0.2%
Norges Bank
17
Norges Bank
Norway
$1.03B +$15.9M +102,475 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$983M +$3.75M +24,129 +0.4%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$870M +$241M +1,547,099 +37%
Bank of America
20
Bank of America
North Carolina
$823M +$77.6M +499,275 +10%
Wells Fargo
21
Wells Fargo
California
$803M +$64.6M +415,661 +9%
TCIM
22
TIAA CREF Investment Management
New York
$631M -$6.12M -39,348 -0.9%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$600M +$79.2M +509,630 +15%
UBS AM
24
UBS AM
Illinois
$598M +$33.9M +218,029 +6%
BA
25
BlackRock Advisors
Delaware
$597M +$13.4M +85,974 +2%

AMGN Hedge Fund Activity: Q2 2016 in Review

1,472 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2016, worth a combined $91.3B — up 2% from $89.5B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AMGN positions and 60 closed out — a net gain of 52 holders — while 631 added to existing stakes and 504 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $241M. The largest seller was Royal London Asset Management, cutting an estimated $4.27B.

  • 1,472 institutional investors held Amgen (AMGN) as of Q2 2016, up from 1,434 in Q1 2016.
  • Funds reported $91.3B of Amgen stock for Q2 2016, up 2% quarter-over-quarter.
  • 112 funds opened new Amgen positions in Q2 2016 and 60 closed out, a net change of +52 holders.
  • The largest Amgen buyer in Q2 2016 was Nordea Investment Management, an estimated $241M added.
  • The largest Amgen seller in Q2 2016 was Royal London Asset Management, an estimated $4.27B sold.

Based on aggregated 13F filings for Q2 2016.