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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
CB
901
Community Bank
New York
$1.7M +$62.7K +350 +4%
CCM
902
Compton Capital Management
Rhode Island
$1.69M +$56.8K +317 +4%
SIC
903
Shoker Investment Counsel
Ohio
$1.68M -$8.6K -48 -0.5%
NC
904
NewSquare Capital
Pennsylvania
$1.68M +$1.58M +8,835 +3,036%
LPT
905
Legacy Private Trust
Wisconsin
$1.68M -$105K -586 -6%
LWM
906
Lyell Wealth Management
California
$1.67M -$1.72M -9,608 -51%
SWM
907
SeaCrest Wealth Management
New York
$1.67M +$54.6K +305 +3%
WCA
908
Windsor Creek Advisors
Vermont
$1.66M -$1.19M -6,619 -42%
WCM
909
Whitener Capital Management
North Carolina
$1.66M +$467K +2,610 +41%
BIM
910
Bridgecreek Investment Management
Oklahoma
$1.65M
B
911
Bailard
California
$1.64M -$7.7K -43 -0.5%
GP
912
Greenline Partners
New York
$1.64M -$2.14M -11,950 -57%
SPC
913
Stewart & Patten Company
California
$1.64M -$18.3K -102 -1%
FNB
914
Farmers National Bank
Kentucky
$1.64M +$217K +1,210 +16%
PA
915
PFG Advisors
Arizona
$1.63M +$123K +686 +8%
MPI
916
Mairs & Power Inc
Minnesota
$1.62M -$53.7K -300 -3%
ACM
917
Advisors Capital Management
New Jersey
$1.62M +$77.7K +434 +5%
SWP
918
Strategic Wealth Partners
Ohio
$1.6M -$199K -1,114 -11%
MWA
919
Meridian Wealth Advisors
Texas
$1.59M -$10.7K -60 -0.7%
PWP
920
Principle Wealth Partners
Connecticut
$1.58M +$457K +2,550 +42%
MCM
921
Monument Capital Management
Virginia
$1.57M +$1.51M +8,430 New
RMCM
922
Reynders McVeigh Capital Management
Massachusetts
$1.57M -$13.8K -77 -0.9%
LSC
923
Lesa Sroufe & Co
Washington
$1.56M
RC
924
Roundview Capital
New Jersey
$1.56M +$513K +2,865 +51%
MCM
925
Mengis Capital Management
Oregon
$1.56M

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.