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1,883 hedge funds and large institutions have $89.4B invested in Amgen in 2019 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 720 increasing their positions, 784 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 86

15% more funds holding in top 10

Funds holding in top 10: 5462 (+8)

4% more capital invested

Capital invested by funds: $85.5B → $89.4B (+$3.82B)

1% more funds holding

Funds holding: 1,8651,883 (+18)

0.78% more ownership

Funds ownership: 76.4%77.17% (+0.78%)

8% less repeat investments, than reductions

Existing positions increased: 720 | Existing positions reduced: 784

22% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.29B

Holders
1,883
Holders Change
+18
Holders Change %
+0.97%
% of All Funds
41.29%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
1.36%
New
117
Increased
720
Reduced
784
Closed
86
Calls
$1.01B
Puts
$1.29B
Net Calls
-$283M
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
26
State Farm Mutual Automobile Insurance
Illinois
$631M
Wellington Management Group
27
Wellington Management Group
Massachusetts
$621M +$99.1M +516,403 +19%
Charles Schwab
28
Charles Schwab
California
$555M -$24.5M -127,397 -4%
UBS AM
29
UBS AM
Illinois
$551M -$24.1M -125,705 -4%
UBS Group
30
UBS Group
Switzerland
$535M +$46.5M +242,496 +10%
Aristotle Capital Management
31
Aristotle Capital Management
California
$492M -$269K -1,404 -0.1%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$465M +$506K +2,635 +0.1%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$460M -$13.5M -70,565 -3%
ClearBridge Investments
34
ClearBridge Investments
New York
$459M -$7.23M -37,686 -2%
PPA
35
Parametric Portfolio Associates
Washington
$455M +$29.6M +154,094 +7%
Franklin Resources
36
Franklin Resources
California
$446M -$27M -140,525 -6%
PI
37
Putnam Investments
Massachusetts
$399M +$40.4M +210,594 +11%
Swiss National Bank
38
Swiss National Bank
Switzerland
$390M -$2.73M -14,208 -0.7%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$366M -$8.72M -45,435 -2%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$361M -$12.2M -63,778 -3%
Ameriprise
41
Ameriprise
Minnesota
$319M -$27.9M -145,432 -8%
Barclays
42
Barclays
United Kingdom
$305M -$76.4M -398,116 -20%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$303M +$52.6M +274,146 +21%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$300M -$3.25M -16,927 -1%
PAMU
45
Pictet Asset Management (UK)
United Kingdom
$289M +$37.4M +194,987 +15%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$283M -$18.8M -98,100 -6%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$252M -$80.6M -419,932 -24%
JP Morgan Chase
48
JP Morgan Chase
New York
$245M -$118M -615,959 -33%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$241M -$15.2M -79,411 -6%
AllianceBernstein
50
AllianceBernstein
Tennessee
$240M +$13.8M +71,682 +6%

AMGN Hedge Fund Activity: Q3 2019 in Review

1,883 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2019, worth a combined $89.4B — up 4.5% from $85.5B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new AMGN positions and 86 closed out — a net gain of 31 holders — while 720 added to existing stakes and 784 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $775M. The largest seller was Capital International Investors, cutting an estimated $762M.

  • 1,883 institutional investors held Amgen (AMGN) as of Q3 2019, up from 1,865 in Q2 2019.
  • Funds reported $89.4B of Amgen stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 117 funds opened new Amgen positions in Q3 2019 and 86 closed out, a net change of +31 holders.
  • The largest Amgen buyer in Q3 2019 was Capital Research Global Investors, an estimated $775M added.
  • The largest Amgen seller in Q3 2019 was Capital International Investors, an estimated $762M sold.

Based on aggregated 13F filings for Q3 2019.