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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
AIM
1026
Anchor Investment Management
South Carolina
$1.3M
NIM
1027
Northeast Investment Management
Massachusetts
$1.3M
MWM
1028
Mission Wealth Management
California
$1.29M +$24.6K +128 +2%
AWA
1029
AmeriServ Wealth Advisors
Pennsylvania
$1.29M -$10.6K -55 -0.8%
MJRIC
1030
Mogy Joel R Investment Counsel
California
$1.28M
LWAC
1031
Laurel Wealth Advisors (California)
California
$1.28M +$131K +684 +11%
DWT
1032
Dorsey & Whitney Trust
South Dakota
$1.28M +$240K +1,252 +23%
RGC
1033
Roberts, Glore & Co
Illinois
$1.27M -$4.22K -22 -0.3%
AT
1034
Arden Trust
Delaware
$1.27M -$82.3K -429 -6%
NNP
1035
Nachman Norwood & Parrott
South Carolina
$1.27M -$6.91K -36 -0.5%
TW
1036
TrinityPoint Wealth
Connecticut
$1.27M +$1.13M +5,910 New
BCM
1037
Bluefin Capital Management
New York
$1.26M +$1.25M +6,490 New
AWM
1038
Avior Wealth Management
Nebraska
$1.25M -$56K -292 -4%
PIMJS
1039
PKO Investment Management Joint-Stock
Poland
$1.24M
CWP
1040
Capital Wealth Planning
Florida
$1.24M +$2.88K +15 +0.2%
AF
1041
Aldebaran Financial
$1.24M +$384 +2 +0%
CCA
1042
Checchi Capital Advisers
California
$1.24M -$192 -1 -0%
CHAM
1043
Clear Harbor Asset Management
Connecticut
$1.24M +$9.4K +49 +0.8%
OIA
1044
Optimum Investment Advisors
Illinois
$1.23M -$120K -625 -9%
RA
1045
RFG Advisory
Alabama
$1.23M +$84.3K +439 +7%
CCM
1046
Compton Capital Management
Rhode Island
$1.23M -$537K -2,800 -31%
CWM
1047
Chesapeake Wealth Management
Virginia
$1.23M +$2.3K +12 +0.2%
WEC
1048
Winslow Evans & Crocker
Massachusetts
$1.23M +$384 +2 +0%
CG
1049
Caprock Group
Idaho
$1.22M -$20.2K -105 -2%
Carson Wealth (CWM LLC)
1050
Carson Wealth (CWM LLC)
Nebraska
$1.22M

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.