Amgen
AMGN
1,541 hedge funds and large institutions have $84.9B invested in Amgen in 2016 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 629 increasing their positions, 566 reducing their positions, and 115 closing their positions.
45% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 115
11% more repeat investments, than reductions
Existing positions increased: 629 | Existing positions reduced: 566
2% more funds holding
Funds holding: 1,518 → 1,541 (+23)
1.87% less ownership
Funds ownership: 79.97% → 78.1% (-1.9%)
14% less capital invested
Capital invested by funds: $99.2B → $84.9B (-$14.2B)
33% less funds holding in top 10
Funds holding in top 10: 97 → 65 (-32)
35% less call options, than puts
Call options by funds: $850M | Put options by funds: $1.32B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$624M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$223M |
| 3 |
Goldman Sachs
New York
|
+$158M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$156M |
| 5 |
D.E. Shaw & Co
New York
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$2.02B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$318M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$248M |
| 4 |
Primecap Management
Pasadena,
California
|
-$235M |
| 5 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$205M |
AMGN Hedge Fund Activity: Q4 2016 in Review
1,541 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2016, worth a combined $84.9B — down 14% from $99.2B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new AMGN positions and 115 closed out — a net gain of 52 holders — while 629 added to existing stakes and 566 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $624M. The largest seller was Capital Research Global Investors, cutting an estimated $2.02B.
- 1,541 institutional investors held Amgen (AMGN) as of Q4 2016, up from 1,518 in Q3 2016.
- Funds reported $84.9B of Amgen stock for Q4 2016, down 14% 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.