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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
FVWA
1051
Foster Victor Wealth Advisors
South Carolina
$1.15M +$390K +2,176 +53%
BAS
1052
Brown Advisory Securities
Maryland
$1.15M -$184K -1,030 -14%
ER
1053
Enlightenment Research
Florida
$1.14M +$1.13M +6,300 New
MRCM
1054
M&R Capital Management
New Jersey
$1.14M -$22.4K -125 -2%
FF
1055
Fluent Financial
Texas
$1.14M +$1.1M +6,159 New
HCMNY
1056
Howard Capital Management (New York)
New York
$1.13M
W
1057
Wealthquest
Ohio
$1.13M -$218K -1,217 -17%
FFWA
1058
FRG Family Wealth Advisors
Washington
$1.13M -$262K -1,465 -19%
AAM
1059
Auxier Asset Management
Oregon
$1.13M
CWP
1060
Capital Wealth Planning
Florida
$1.13M +$617K +3,444 +129%
IWM
1061
IHT Wealth Management
Illinois
$1.12M -$49.8K -278 -4%
TCM
1062
Tradewinds Capital Management
Washington
$1.12M -$2.87K -16 -0.3%
CIM
1063
CIM Investment Management
Pennsylvania
$1.12M +$39.9K +223 +4%
WP
1064
WealthPLAN Partners
Nebraska
$1.12M +$177K +989 +22%
GI
1065
GAMCO Investors
Connecticut
$1.11M +$20.2K +113 +2%
MA
1066
Mutual Advisors
Nebraska
$1.11M +$233K +1,299 +27%
LMAM
1067
Legg Mason Asset Management
Japan
$1.11M
SACTSONJ
1068
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M +$138K +772 +15%
SFI
1069
Susquehanna Fundamental Investments
Pennsylvania
$1.11M +$286K +1,600 +36%
AF
1070
Ally Financial
Michigan
$1.11M +$1.07M +6,000 New
HWA
1071
HCR Wealth Advisors
California
$1.1M -$124K -694 -10%
RBFC
1072
Roman Butler Fullerton & Co
Missouri
$1.1M +$278K +1,550 +35%
CBTWT
1073
Community Bank & Trust (Waco, Texas)
Texas
$1.1M +$26.9K +150 +3%
KFP
1074
KMG Fiduciary Partners
Ohio
$1.1M +$77K +430 +8%
RG
1075
Renaissance Group
Kentucky
$1.1M +$19.2K +107 +2%

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.