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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
GP
1051
Geneva Partners
Wisconsin
$1.22M -$331K -1,725 -21%
YWP
1052
YorkBridge Wealth Partners
New York
$1.22M -$91.2K -475 -7%
PI
1053
Pettee Investors
Connecticut
$1.21M
EM
1054
Excalibur Management
Massachusetts
$1.21M
BRWA
1055
B. Riley Wealth Advisors
Florida
$1.21M -$38.8K -202 -3%
FAM
1056
Fred Alger Management
New York
$1.21M -$2.5K -13 -0.2%
BCP
1057
Blackhawk Capital Partners
Wisconsin
$1.21M -$1.54K -8 -0.1%
AAM
1058
Auxier Asset Management
Oregon
$1.2M +$19.2K +100 +2%
SFI
1059
Susquehanna Fundamental Investments
Pennsylvania
$1.2M +$38.4K +200 +3%
CCA
1060
Cobblestone Capital Advisors
New York
$1.2M -$45.1K -235 -4%
BCM
1061
Breiter Capital Management
Florida
$1.2M -$12.3K -64 -1%
CBTWT
1062
Community Bank & Trust (Waco, Texas)
Texas
$1.19M +$34K +177 +3%
BAS
1063
Brown Advisory Securities
Maryland
$1.19M -$13.2K -69 -1%
HCMNY
1064
Howard Capital Management (New York)
New York
$1.19M
W
1065
Wealthquest
Ohio
$1.19M -$384 -2 -0%
TCM
1066
Tradewinds Capital Management
Washington
$1.19M +$12.1K +63 +1%
V
1067
VeraBank
Texas
$1.18M -$83.7K -436 -7%
ATFA
1068
All Terrain Financial Advisors
Minnesota
$1.18M -$76K -396 -6%
IC
1069
Intersect Capital
California
$1.18M -$64.1K -334 -5%
GC
1070
Gratus Capital
Georgia
$1.17M -$78.3K -408 -6%
WSTAM
1071
Wilbanks Smith & Thomas Asset Management
Virginia
$1.16M +$47.6K +248 +4%
LMAM
1072
Legg Mason Asset Management
Japan
$1.16M
DC
1073
DeDora Capital
California
$1.16M +$53.7K +280 +5%
PTC
1074
Private Trust Company
Ohio
$1.15M +$54.9K +286 +5%
BCM
1075
BlueCrest Capital Management
Jersey
$1.15M +$1.14M +5,960 New

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.