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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
AIM
1001
Axiom Investment Management
New York
$1.28M -$223K -1,243 -15%
TBA
1002
Tower Bridge Advisors
Pennsylvania
$1.28M -$17.9K -100 -1%
IB
1003
Intrust Bank
Kansas
$1.28M -$112K -624 -8%
FCBT
1004
First Citizens Bank & Trust
North Carolina
$1.27M -$236K -1,316 -16%
CPC
1005
Congress Park Capital
New York
$1.26M
CWS
1006
Cypress Wealth Services
California
$1.26M +$18.8K +105 +2%
RWA
1007
Ropes Wealth Advisors
Massachusetts
$1.26M -$33.1K -185 -3%
LOAME
1008
Lombard Odier Asset Management (Europe)
United Kingdom
$1.26M
DPIM
1009
Duff & Phelps Investment Management
Illinois
$1.26M
EWM
1010
Executive Wealth Management
Michigan
$1.26M +$135K +754 +12%
AWM
1011
Avior Wealth Management
Nebraska
$1.25M -$97.8K -546 -7%
YWP
1012
YorkBridge Wealth Partners
New York
$1.25M -$5.19K -29 -0.4%
AWA
1013
AmeriServ Wealth Advisors
Pennsylvania
$1.25M -$20.1K -112 -2%
ESB
1014
Essex Savings Bank
Connecticut
$1.25M +$646K +3,606 +115%
AIM
1015
Anchor Investment Management
South Carolina
$1.24M -$44.8K -250 -4%
NIM
1016
Northeast Investment Management
Massachusetts
$1.24M +$486K +2,716 +68%
LFAS
1017
Level Four Advisory Services
Texas
$1.23M +$84.9K +474 +8%
MJRIC
1018
Mogy Joel R Investment Counsel
California
$1.22M
Carson Wealth (CWM LLC)
1019
Carson Wealth (CWM LLC)
Nebraska
$1.22M
RGC
1020
Roberts, Glore & Co
Illinois
$1.22M
NNP
1021
Nachman Norwood & Parrott
South Carolina
$1.22M -$45.5K -254 -4%
FDS
1022
Freedom Day Solutions
Texas
$1.22M +$299K +1,671 +34%
Koshinski Asset Management
1023
Koshinski Asset Management
Illinois
$1.21M -$236K -1,318 -17%
MWM
1024
Mission Wealth Management
California
$1.21M +$151K +846 +15%
V
1025
VeraBank
Texas
$1.2M

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.