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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
XWM
726
Xcel Wealth Management
Florida
$2.83M +$187K +1,045 +7%
SIA
727
SeaBridge Investment Advisors
New Jersey
$2.83M -$24.2K -135 -0.9%
BOH
728
Bank of Hawaii
Hawaii
$2.83M -$98.5K -550 -3%
GLA
729
Great Lakes Advisors
Illinois
$2.82M -$175K -979 -6%
Voloridge Investment Management
730
Voloridge Investment Management
Florida
$2.81M -$24.7M -138,118 -90%
BS
731
Bessemer Securities
New York
$2.81M +$125K +700 +5%
SIMM
732
Stillwater Investment Management (Minnesota)
Minnesota
$2.79M -$158K -882 -5%
FCMC
733
Founders Capital Management (Connecticut)
Connecticut
$2.79M +$26.3K +147 +1%
CB
734
Chemical Bank
Michigan
$2.79M +$193K +1,080 +8%
Qube Research & Technologies (QRT)
735
Qube Research & Technologies (QRT)
United Kingdom
$2.77M +$40.3K +225 +2%
AFA
736
Arlington Financial Advisors
California
$2.76M
COI
737
Connable Office Inc
Michigan
$2.76M -$9.67K -54 -0.4%
PTB
738
Pioneer Trust Bank
Oregon
$2.75M +$126K +705 +5%
BIMC
739
Benson Investment Management Company
Virginia
$2.74M -$51.9K -290 -2%
PFS
740
Physicians Financial Services
North Carolina
$2.73M +$329K +1,839 +14%
DT
741
Diversified Trust
Tennessee
$2.72M -$17.9K -100 -0.7%
SC
742
Sepio Capital
Utah
$2.7M -$211K -1,177 -7%
WAOTB
743
Wealth Advisors of Tampa Bay
Florida
$2.69M +$2.62M +14,619 New
VFA
744
Valeo Financial Advisors
Indiana
$2.68M +$851K +4,752 +48%
AWCI
745
Alpine Woods Capital Investors
New York
$2.68M +$40.8K +228 +2%
PS
746
Pensionfund Sabic
Netherlands
$2.67M
RWA
747
River Wealth Advisors
Pennsylvania
$2.67M +$107K +598 +4%
AMIM
748
Aull & Monroe Investment Management
Alabama
$2.67M +$99.4K +555 +4%
BTW
749
Boston Trust Walden
Massachusetts
$2.64M +$436K +2,436 +20%
BPM
750
Bowling Portfolio Management
Ohio
$2.62M -$182K -1,019 -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.