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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
III
501
Independent Investors Inc
New York
$5.87M
AIP
502
Ameritas Investment Partners
Nebraska
$5.84M +$55.7K +311 +1%
AI
503
Atria Investments
North Carolina
$5.83M +$3.38M +18,874 +191%
FHA
504
First Horizon Advisors
Tennessee
$5.83M +$11.6K +65 +0.2%
SCM
505
Sterling Capital Management
North Carolina
$5.83M -$7.45M -41,614 -57%
CCP
506
Clough Capital Partners
Massachusetts
$5.76M -$5.95M -33,230 -52%
AHC
507
Adell Harriman & Carpenter
Texas
$5.76M -$62.8K -351 -1%
AMCA
508
Arthur M. Cohen & Associates
Illinois
$5.76M -$6.88M -38,400 -55%
BC
509
Burney Company
Virginia
$5.73M +$635K +3,549 +13%
MC
510
Moors & Cabot
Massachusetts
$5.7M -$53.5K -299 -1%
EWM
511
Endurance Wealth Management
Rhode Island
$5.69M
CCM
512
Carderock Capital Management
Maryland
$5.68M +$142K +793 +3%
GD
513
Grandfield & Dodd
New York
$5.67M -$320K -1,789 -5%
OWD
514
Osborn Williams & Donohoe
Ohio
$5.62M +$82K +458 +2%
LBC
515
Lowe Brockenbrough & Co
Virginia
$5.57M +$27.4K +153 +0.5%
PIM
516
Penobscot Investment Management
Massachusetts
$5.56M +$120K +671 +2%
OCM
517
Oakwood Capital Management
California
$5.54M +$26K +145 +0.5%
PFM
518
Premier Fund Managers
United Kingdom
$5.53M +$24K +134 +0.4%
OPTFSNA
519
Old Point Trust & Financial Services N A
Virginia
$5.5M +$80.6K +450 +2%
FA
520
FDx Advisors
Illinois
$5.48M +$22.7K +127 +0.4%
EFIC
521
Eliot Finkel Investment Counsel
California
$5.47M -$34K -190 -0.6%
VNA
522
Valley National Advisers
Pennsylvania
$5.44M +$430K +2,399 +9%
SC
523
Scotia Capital
Ontario, Canada
$5.42M +$3.26M +18,206 +163%
ACM
524
Argyle Capital Management
Pennsylvania
$5.37M
M
525
MOTCO
Texas
$5.36M +$321K +1,791 +7%

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.