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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
UAS
551
United Asset Strategies
New York
$5.18M +$73.1K +381 +1%
HPIA
552
Hamilton Point Investment Advisors
North Carolina
$5.17M +$121K +631 +2%
FQ
553
First Quadrant
California
$5.16M -$8.07M -42,041 -61%
ECM
554
Exchange Capital Management
Michigan
$5.13M +$25.9K +135 +0.5%
M
555
MOTCO
Texas
$5.12M -$501K -2,610 -9%
WAS
556
WESPAC Advisors SoCal
California
$5.11M +$30.1K +157 +0.6%
IPW
557
Inlet Private Wealth
Florida
$5.1M +$257K +1,337 +5%
BFA
558
Benedict Financial Advisors
Georgia
$5.1M +$61.2K +319 +1%
VCM
559
Violich Capital Management
California
$5.09M -$404K -2,104 -7%
BC
560
Burleson & Co
California
$5.04M +$44.9K +234 +1%
MIG
561
McGuire Investment Group
Rhode Island
$5.04M +$27.8K +145 +0.6%
KWILP
562
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.01M +$3.75M +19,520 +305%
VFA
563
Voya Financial Advisors
Connecticut
$5.01M +$135K +705 +3%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$5M -$19.2K -100 -0.4%
MCC
565
Malaga Cove Capital
California
$5M -$136K -710 -3%
IIM
566
Ipswich Investment Management
Massachusetts
$5M +$960 +5 +0%
TW
567
Transform Wealth
Colorado
$4.99M -$101K -525 -2%
SWP
568
Stratos Wealth Partners
Ohio
$4.99M +$3.07K +16 +0.1%
OIM
569
Opus Investment Management
Massachusetts
$4.95M
CAN
570
Cetera Advisor Networks
California
$4.91M -$48.8K -254 -1%
OBGC
571
O'Brien Greene & Co
Pennsylvania
$4.87M +$71K +370 +1%
FC
572
Forte Capital
New York
$4.87M +$388K +2,022 +9%
BWM
573
Buckley Wealth Management
Nevada
$4.84M -$42.2K -220 -0.9%
TNB
574
Thomasville National Bank
Georgia
$4.81M +$67.4K +351 +1%
MAM
575
Martingale Asset Management
Massachusetts
$4.81M -$2.83M -14,738 -37%

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.