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1,518 hedge funds and large institutions have $98.3B invested in Amgen in 2016 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 627 increasing their positions, 566 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 52

13% more funds holding in top 10

Funds holding in top 10: 8697 (+11)

11% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 566

8% more capital invested

Capital invested by funds: $91.3B → $98.3B (+$7.05B)

3% more funds holding

Funds holding: 1,4731,518 (+45)

18% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.26B

Holders
1,518
Holders Change
+45
Holders Change %
+3.05%
% of All Funds
40.49%
Holding in Top 10
97
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.79%
% of All Funds
2.59%
New
113
Increased
627
Reduced
566
Closed
52
Calls
$1.03B
Puts
$1.26B
Net Calls
-$228M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$13.2B -$670M -3,963,776 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.93B +$148M +874,941 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.11B +$720M +4,258,696 +13%
State Street
4
State Street
Massachusetts
$5.57B +$591M +3,492,233 +12%
Primecap Management
5
Primecap Management
California
$4.43B -$351M -2,073,790 -7%
BIT
6
BlackRock Institutional Trust
California
$3.42B +$11.6M +68,583 +0.3%
BFA
7
BlackRock Fund Advisors
California
$2.19B +$23.9M +141,076 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.85B -$426M -2,517,556 -19%
Invesco
9
Invesco
Georgia
$1.77B +$60.2M +356,043 +3%
Northern Trust
10
Northern Trust
Illinois
$1.6B +$39.7M +234,821 +3%
ClearBridge Investments
11
ClearBridge Investments
New York
$1.56B -$8.76M -51,776 -0.6%
Franklin Resources
12
Franklin Resources
California
$1.48B -$21.8M -129,053 -1%
Morgan Stanley
13
Morgan Stanley
New York
$1.45B +$108M +639,410 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.34B -$24.2M -143,157 -2%
Bank of America
15
Bank of America
North Carolina
$1.26B +$367M +2,172,376 +40%
BG
16
BlackRock Group
United Kingdom
$1.2B -$10.5M -61,843 -0.9%
JHIU
17
Janus Henderson Investors US
Colorado
$1.16B -$105M -619,302 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.1B +$26.5M +156,926 +2%
Norges Bank
19
Norges Bank
Norway
$1.09B +$7.37M +43,577 +0.6%
Wells Fargo
20
Wells Fargo
California
$983M +$104M +617,957 +12%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$973M +$18.9M +111,690 +2%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$651M -$6.59M -38,973 -1%
Deutsche Bank
23
Deutsche Bank
Germany
$641M +$23.2M +137,273 +4%
JP Morgan Chase
24
JP Morgan Chase
New York
$599M +$79.9M +472,409 +15%
BA
25
BlackRock Advisors
Delaware
$591M -$64.1M -378,895 -10%

AMGN Hedge Fund Activity: Q3 2016 in Review

1,518 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2016, worth a combined $98.3B — up 7.7% from $91.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AMGN positions and 52 closed out — a net gain of 61 holders — while 627 added to existing stakes and 566 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $720M. The largest seller was Capital Research Global Investors, cutting an estimated $670M.

  • 1,518 institutional investors held Amgen (AMGN) as of Q3 2016, up from 1,473 in Q2 2016.
  • Funds reported $98.3B of Amgen stock for Q3 2016, up 7.7% quarter-over-quarter.
  • 113 funds opened new Amgen positions in Q3 2016 and 52 closed out, a net change of +61 holders.
  • The largest Amgen buyer in Q3 2016 was Fidelity Investments, an estimated $720M added.
  • The largest Amgen seller in Q3 2016 was Capital Research Global Investors, an estimated $670M sold.

Based on aggregated 13F filings for Q3 2016.