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1,601 hedge funds and large institutions have $95.7B invested in Amgen in 2017 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 680 increasing their positions, 577 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 71

22% more funds holding in top 10

Funds holding in top 10: 6579 (+14)

18% more repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 577

13% more capital invested

Capital invested by funds: $85.1B → $95.7B (+$10.7B)

4% more funds holding

Funds holding: 1,5421,601 (+59)

1.05% more ownership

Funds ownership: 78.1%79.15% (+1.1%)

33% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $1.7B

Holders
1,601
Holders Change
+59
Holders Change %
+3.83%
% of All Funds
39.85%
Holding in Top 10
79
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+21.54%
% of All Funds
1.97%
New
151
Increased
680
Reduced
577
Closed
71
Calls
$1.14B
Puts
$1.7B
Net Calls
-$562M
Net Calls Change
-$95.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$9.41B -$1.36B -8,157,032 -12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.93B +$2.26B +13,622,745 +33%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.48B +$592M +3,560,566 +7%
BlackRock
4
BlackRock
New York
$7.96B +$7.72B +46,489,004 +2,265%
State Street
5
State Street
Massachusetts
$5.52B -$106M -635,525 -2%
Primecap Management
6
Primecap Management
California
$3.96B -$148M -893,597 -4%
Invesco
7
Invesco
Georgia
$1.63B -$116M -700,730 -7%
Northern Trust
8
Northern Trust
Illinois
$1.55B +$18.4M +110,512 +1%
ClearBridge Investments
9
ClearBridge Investments
New York
$1.44B -$57.1M -343,409 -4%
Morgan Stanley
10
Morgan Stanley
New York
$1.43B -$257K -1,548 -0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.4B +$32.4M +195,200 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.22B +$87.8M +528,475 +8%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$1.22B -$392M -2,357,619 -24%
Franklin Resources
14
Franklin Resources
California
$1.2B -$151M -908,254 -11%
Norges Bank
15
Norges Bank
Norway
$1.16B +$20.4M +123,009 +2%
Wells Fargo
16
Wells Fargo
California
$1.07B +$73.4M +441,674 +7%
JHIU
17
Janus Henderson Investors US
Colorado
$1.04B -$100M -603,964 -9%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$1.02B +$82.6M +496,855 +9%
Bank of America
19
Bank of America
North Carolina
$900M +$2.87M +17,276 +0.3%
Goldman Sachs
20
Goldman Sachs
New York
$823M +$164M +984,265 +24%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$631M +$5.92M +35,628 +0.9%
Deutsche Bank
22
Deutsche Bank
Germany
$620M +$12.8M +76,748 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$596M +$26.9M +161,934 +5%
TCIM
24
TIAA CREF Investment Management
New York
$594M -$7.27M -43,779 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$567M +$148M +893,514 +35%

AMGN Hedge Fund Activity: Q1 2017 in Review

1,601 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2017, worth a combined $95.7B — up 13% from $85.1B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new AMGN positions and 71 closed out — a net gain of 80 holders — while 680 added to existing stakes and 577 trimmed.

The largest buyer was BlackRock, adding an estimated $7.72B. The largest seller was Capital Research Global Investors, cutting an estimated $1.36B.

  • 1,601 institutional investors held Amgen (AMGN) as of Q1 2017, up from 1,542 in Q4 2016.
  • Funds reported $95.7B of Amgen stock for Q1 2017, up 13% quarter-over-quarter.
  • 151 funds opened new Amgen positions in Q1 2017 and 71 closed out, a net change of +80 holders.
  • The largest Amgen buyer in Q1 2017 was BlackRock, an estimated $7.72B added.
  • The largest Amgen seller in Q1 2017 was Capital Research Global Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2017.