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1,865 hedge funds and large institutions have $85.5B invested in Amgen in 2019 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 734 increasing their positions, 778 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% less ownership

Funds ownership: 77.11%76.4% (-0.71%)

2% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 109

6% less repeat investments, than reductions

Existing positions increased: 734 | Existing positions reduced: 778

1% less funds holding

Funds holding: 1,8871,865 (-22)

6% less capital invested

Capital invested by funds: $90.9B → $85.5B (-$5.38B)

24% less funds holding in top 10

Funds holding in top 10: 7154 (-17)

39% less call options, than puts

Call options by funds: $974M | Put options by funds: $1.59B

Holders
1,865
Holders Change
-22
Holders Change %
-1.17%
% of All Funds
40.5%
Holding in Top 10
54
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-23.94%
% of All Funds
1.17%
New
107
Increased
734
Reduced
778
Closed
109
Calls
$974M
Puts
$1.59B
Net Calls
-$611M
Net Calls Change
+$185M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
276
BOK Financial
Oklahoma
$17.7M -$5.42M -30,268 -24%
AG
277
Advisor Group
Arizona
$17.6M +$948K +5,294 +6%
DJSG
278
D.J. St. Germain
Massachusetts
$17.5M -$59.6K -333 -0.3%
WIA
279
Wealthstreet Investment Advisors
Texas
$17.4M +$286K +1,600 +2%
WSFS
280
Wilmington Savings Fund Society
Delaware
$17.1M +$130K +727 +0.8%
SRC
281
Shufro Rose & Co
New York
$17.1M +$2.31M +12,885 +16%
SOADOR
282
State of Alaska Department of Revenue
Alaska
$17M +$138K +772 +0.8%
OAM
283
Oxford Asset Management
United Kingdom
$16.9M +$4.37M +24,391 +36%
GCC
284
Guardian Capital (Canada)
Ontario, Canada
$16.7M +$4.27M +23,830 +36%
LWCFA
285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.5M -$547K -3,057 -3%
Handelsbanken Fonder
286
Handelsbanken Fonder
Sweden
$16.4M +$8.13M +45,399 +104%
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$16.2M +$6.98K +39 +0%
CCMIC
288
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16.1M -$102K -572 -0.6%
SBH
289
Segall Bryant & Hamill
Illinois
$16.1M +$107K +597 +0.7%
FT
290
Fiduciary Trust
Massachusetts
$16.1M -$530K -2,958 -3%
FCM
291
Flinton Capital Management
Pennsylvania
$16.1M +$5.59M +31,246 +56%
MSA
292
Mason Street Advisors
Wisconsin
$16M -$320K -1,789 -2%
HW
293
Hancock Whitney
Mississippi
$15.9M -$590K -3,294 -4%
CCT
294
Country Club Trust
Missouri
$15.8M -$193K -1,079 -1%
CLOS
295
Compagnie Lombard Odier SCmA
Switzerland
$15.8M +$880K +4,915 +6%
PHAM
296
Pacific Heights Asset Management
California
$15.7M
Mackenzie Financial
297
Mackenzie Financial
Ontario, Canada
$15.6M -$3.16M -17,635 -17%
Jacobs Levy Equity Management
298
Jacobs Levy Equity Management
New Jersey
$15.5M +$15.1M +84,190 New
CC
299
Cornerstone Capital
California
$15.4M +$1.38M +7,696 +10%
Cambridge Investment Research Advisors
300
Cambridge Investment Research Advisors
Iowa
$15.1M +$862K +4,815 +6%

AMGN Hedge Fund Activity: Q2 2019 in Review

1,865 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q2 2019, worth a combined $85.5B — down 5.9% from $90.9B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AMGN and 107 opened new positions — a net loss of 2 holders — while 778 trimmed existing stakes and 734 added.

The largest buyer was Nuveen, adding an estimated $823M. The largest seller was Capital Research Global Investors, cutting an estimated $687M.

  • 1,865 institutional investors held Amgen (AMGN) as of Q2 2019, down from 1,887 in Q1 2019.
  • Funds reported $85.5B of Amgen stock for Q2 2019, down 5.9% quarter-over-quarter.
  • 107 funds opened new Amgen positions in Q2 2019 and 109 closed out, a net change of -2 holders.
  • The largest Amgen buyer in Q2 2019 was Nuveen, an estimated $823M added.
  • The largest Amgen seller in Q2 2019 was Capital Research Global Investors, an estimated $687M sold.

Based on aggregated 13F filings for Q2 2019.