We are live on ! Find out more

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
CA
851
Clearstead Advisors
Ohio
$2.11M -$3.65K -19 -0.2%
BCM
852
Brookstone Capital Management
Illinois
$2.1M -$551K -2,873 -21%
HFA
853
HC Financial Advisors
California
$2.09M -$58K -302 -3%
NDSI
854
Newman Dignan & Sheerar Inc
Rhode Island
$2.09M +$15.4K +80 +0.7%
PI
855
PFS Investments
Georgia
$2.08M +$611K +3,182 +42%
BOH
856
Bank of Hawaii
Hawaii
$2.08M -$884K -4,603 -30%
BFO
857
Boston Family Office
Massachusetts
$2.07M +$19.6K +102 +1%
BSAM
858
Blue Square Asset Management
New York
$2.07M +$2.06M +10,716 New
UTC
859
Unified Trust Company
Kentucky
$2.06M +$2.04M +10,620 New
CBT
860
Capital Bank & Trust
California
$2.05M +$129K +671 +7%
CS
861
Comerica Securities
Michigan
$2.04M +$136K +711 +7%
PA
862
PFG Advisors
Arizona
$2.04M +$209K +1,089 +12%
NWP
863
Northstar Wealth Partners
Connecticut
$2.04M +$6.53K +34 +0.3%
TFS
864
Thoroughbred Financial Services
Tennessee
$2.02M +$126K +659 +7%
FFSOTS
865
Fiduciary Financial Services of The Southwest
Texas
$2.01M -$19.4K -101 -1%
SC
866
Sawyer & Company
Massachusetts
$2.01M -$49.9K -260 -2%
WOC
867
West Oak Capital
California
$2.01M -$81.6K -425 -4%
SB
868
Simmons Bank
Arkansas
$2.01M -$66.6K -347 -3%
IRF
869
IBM Retirement Fund
New York
$2M -$51.4K -268 -3%
WCM
870
Wunderlich Capital Managemnt
Tennessee
$1.99M -$5.18K -27 -0.3%
CCT
871
Chemung Canal Trust
New York
$1.98M -$84.3K -439 -4%
CPIA
872
Cornell Pochily Investment Advisors
New York
$1.98M -$13.8K -72 -0.7%
KL
873
KWMG LLC
Kansas
$1.98M +$1.96M +10,228 New
HCM
874
Hudson Capital Management
New Jersey
$1.98M +$99.8K +520 +5%
AAS
875
Annex Advisory Services
Wisconsin
$1.98M +$51.4K +268 +3%

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.