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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$9.57B -$2.02B -13,429,520 -17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.03B +$81.7M +542,632 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.96B +$624M +4,144,154 +11%
State Street
4
State Street
Massachusetts
$5.02B +$138M +919,966 +3%
Primecap Management
5
Primecap Management
California
$3.66B -$235M -1,561,160 -6%
BIT
6
BlackRock Institutional Trust
California
$3.08B +$86.5M +574,496 +3%
BFA
7
BlackRock Fund Advisors
California
$2.13B +$223M +1,481,855 +11%
Invesco
8
Invesco
Georgia
$1.56B +$6.75M +44,857 +0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.43B -$195M -1,293,115 -12%
Northern Trust
10
Northern Trust
Illinois
$1.36B -$36.2M -240,425 -3%
ClearBridge Investments
11
ClearBridge Investments
New York
$1.33B -$37.8M -251,048 -3%
Morgan Stanley
12
Morgan Stanley
New York
$1.27B +$5.6M +37,211 +0.4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.22B +$46.3M +307,731 +4%
Franklin Resources
14
Franklin Resources
California
$1.2B -$96.5M -641,369 -7%
BG
15
BlackRock Group
United Kingdom
$1.07B +$14.8M +98,609 +1%
Norges Bank
16
Norges Bank
Norway
$1.02B +$20.9M +138,605 +2%
JHIU
17
Janus Henderson Investors US
Colorado
$1.01B -$1.43M -9,476 -0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.01B +$47.5M +315,651 +5%
Wells Fargo
19
Wells Fargo
California
$889M +$27.8M +184,633 +3%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$839M -$14M -93,233 -2%
Bank of America
21
Bank of America
North Carolina
$799M -$318M -2,116,201 -28%
Goldman Sachs
22
Goldman Sachs
New York
$590M +$158M +1,051,691 +35%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$557M -$13.8M -91,609 -2%
Deutsche Bank
24
Deutsche Bank
Germany
$541M -$21.8M -144,695 -4%
TCIM
25
TIAA CREF Investment Management
New York
$536M -$71.4M -474,702 -11%

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.